Services Provided

At MatchPro, I realize that each client has different needs depending on where you are in your reconciliation journey.  If you are early on in your journey, let me help you establish a good operational and support model right out of the gate.  If you are experienced in your journey and just need someone to help your throughput, or gain a fresh perspective, I still have plenty to offer for you as well.  I will work with you to come up with an engagement model that works for you, be it short term or long term.  Either way, I want to build a relationship with you so that you can count on me whenever you need me in the future.

See below for an example of, but not limited to, services provided.

New Reconciliation Integrations

  • Solution Scoping
  • Development
    • Import formats and scheduled jobs
    • Company, balance pool, and account setup
    • User group setup
    • Auto-match rules
    • Custom Crystal reporting
      • Item Reports
      • Reconciliation Reports
      • System Reports
      • Dashboard Reports
    • User Training
      • End User
      • System Administrator
      • System Support

System Upgrades

  • Citrix Installations
  • RecAdmin Services
  • Windows Server Configurations

Performance Tuning

  • Index review
  • Match pass review
  • Scheduled job review

System Best Practices (Unique to client)

Custom System Processes

  • Notification processes
  • System maintenance
  • Source to source integrations
  • Metrics/Performance reporting