Finance and Business Services

Support for CRM, billing, HR systems, communications, and other business tools.

Categories (2)

Customer Relationship Management (CRM) - Slate & Salesforce

A CRM/Customer Relationship Management product is a tool that enables organizations to comprehensively manage “customer” interactions throughout their lifecycle. Within a university ecosystem, the customer often refers to students, alumni, or other key constituent groups. These advanced tools specialize in automation, workflow management, and reporting capabilities.
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ISS Finance

The ISS Finance services are for employees of Information Strategy and Services (ISS) to get assistance with purchasing, contracts, capital assets, accounts payable, and general finance support.
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Services (3)

IT Billing

The Billing service provides a clear and efficient way to manage your IT-related financial transactions.

Project Support & Consultation

The project support team provides professional services support inclusive of project management, business analysis, and change management consultation. This service is designed specifically for individuals or teams who need guidance getting started. Whether you need project management, business analysis, or change management support, the team can help you turn uncertainty into a clear, structured path forward.

ClickUp

ClickUp is a cloud-based portfolio, project, and workforce management solution, meaning it can be used to manage both project and operational work for a variety of team sizes. If you are interested in getting your own environment/instance for your team, you can take advantage of pre-negotiated license rates and packages.