Introducing APS Workflow+    Learn More >

Home
Home
Information
Information
Capacity
Capacity
Delivery
Delivery
Cashflow
Cashflow
Insights
Insights
Growth
Growth

  • Relevant to the different areas of the Practice
  • Accurate, complete, and consumable in different ways
  • Organised, to be easily understood and maintained

Information Management is about having the right information, when you need it.

Information Management is a key part of business today. Simply collecting base data about your clients isn’t enough to allow you to effectively engage with them.

It is important that the data is: relevant to the different areas of the Practice; complete so that different consumers within the Practice can utilise it in different ways; organised to be understood; and most importantly, accurate.

Having a systemised way of keeping information up to date is also important for this process to work efficiently.

Working with a broad range of Practices, we've combined industry knowledge to refine the task of entering, configuring, and maintaining information within the Practice database. From how to ensure the right information is entered into the database, and how to automate updates of information, through to applying control as to how this information is distributed.

Keys to optimal Information

Find below the key areas that will assist you optimise your Information Management.

Master Data

Mater data can be a challenge if your information becomes inconsistent, incomplete and therefore unreliable. To be confident in the data you use to run your Practice, you can to create records using standard structures, automated updates and attributes to make data maintenance manageable.

Security

Security is a very important part of the overall APS Optimisation journey. Ensuring the right people have the right access to the right tools at the right time is essential. Learn how to restrict access to sensitive data.

Reporting

Reporting is an essential part of Practice Management. Reporting gives visibility over the data in the system, and can help identify areas for change.

Documents

Document Management can be a challenge when you have multiple locations and sources for your documents. It's hard to coordinate and distribute. With the assitance of Virtual Cabinet, you can store all documents in a central location for easy access to stored information. For all document management requirements, please refer to our APS Platform Partner website for Virtual Cabinet.


Tools

Tools to consider

PM APS Practice Management Learn more...
BPA APS Business Process Automation Learn more...
Xeppo Data management aggregation and maintenance tools available across multiple solutions. Learn more...
Infotrack Complete your due diligence and Know your client. Learn more...
Virtual Cabinet A document management solution that can also provide a client portal. Learn more...
Survey

Self Assessment Survey

If you would like to complete a short self assessment survey in relation to Information Management please continue below.

Start Survey

Contact Us

For more information on the Optimisation process

Contact Us
Contact Us