Df Tech - Driving Data to Decisions

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Services

DFTech's professional services teams can assist you with a variety of projects.

DF Tech Products

Our DFTech team is 100% dedicated to ensuring that we meet or exceed our clients' expectations. We will meet with you in advance to review your requirements, goals for the project, timelines, and resource constraints, and build a project plan that will outline exactly what to expect, and when. The result will be what your firm requires, both in terms of the information delivered and the cost.


We employ the same principles when upgrading your current Intellistat or Randy Steere solution to the very latest release. We will make sure the process is smooth, and that your firm will be able to take advantage of all the new features and capabilities in the products. After one of our upgrades, you will have a renewed sense of the value that DFTech's products and services can bring to your firm.


Product/Technology Services

  • Financial System Implementations, Upgrades, Conversions, Enhancements & Training
  • Business Intelligence Implementations, Upgrades, Enhancements & Training
  • Custom Application Design and Development
  • Custom Financial Dashboard Development
  • Custom Reporting Design and Development

Business/Advisory Services

  • Financial System Selection and Consulting
  • Partner Compensation Strategies and Best Practices
  • Profitability Strategies and Best Practices
  • Practice Group Review and Analysis
  • Project Management

Intellistat Administration Service

DFTech’s Intellistat Administration Service is an annual subscription that allows DFTech to become the firm’s internal helpdesk for all Intellistat-related support. During the subscription period, all change requests will be routed to DFTech, which will immediately be picked up and responded to by our entire client services team. You’ll have subject matter experts supporting your day-to-day usage of the system, thereby maximizing your return on investment in Intellistat.

Examples of just a few of the services included are: remote user training, user/group and demographic setup and maintenance, statistic creation and maintenance, menu additions, shortcut creation, ad hoc report creation, portal integrations, manual postings, data loads, monthly allocation processing, budget year roll-overs and much more.

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“Dorsey & Whitney is pleased to extend our relationship with DFTech through the adoption of Intellistat Budgeting & Forecasting software. We’ve used their Analytics package as well as their Financial Reporting tool extensively for a number of years. The support and customization DFTech has been able to provide have made these tools invaluable for providing access to, and understanding the many complex metrics our firm tracks. Based on the success of the Analytics and Financial Reporting packages here at Dorsey, it was only natural that we looked at their Budgeting & Forecasting software when we decided to implement a new firm-wide budgeting solution. Upon review, it was evident that DFTech did their homework. The ability to aggregate a large number of departmental budgets into a central point as well as work in both domestic and foreign currency was critical. DFTech met this challenge.”

Robert “Skipp” Swayze, CFO
Dorsey & Whitney
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