General Inquiries

Multiple Entity Tracking Software/Solution

  • 1.  Multiple Entity Tracking Software/Solution

    Posted 01-09-2019 16:01
    Good Afternoon,
    Has anyone used a software solution to track multiple entities? We have several with different year-ends, different types of entities and corporate documents, licensing, etc. What would be helpful for us is a solution that provides you notifications of annual renewals, have a structure organizational chart and document management for all the corporate docs by entity.

    Any help is greatly appreciated.

    Glenn Furman
    Chief Financial Officer
    Kerr Contractors of Oregon, Inc.
    Woodburn, OR

  • 2.  RE: Multiple Entity Tracking Software/Solution

    Posted 01-10-2019 11:20

    Hey Glenn,


    Great to see at IRMI.  Hope you're loving the Pacific Northwest!


    MS Visio works great for Org Charts – relatively easy to learn and use with virtually unlimited diagram options.

    The market is replete with document imaging solutions.  Others here could better answer; but I wouldn't consider anything not cloud based.

    As for multiple year ends, I'm sure some accounting systems can accommodate it; but I've never had to do so.



    Dana Jensen, CCIFP                                 

    Construction Financial Leader

    The Woodlands, Texas

    (503) 201-4871


  • 3.  RE: Multiple Entity Tracking Software/Solution

    Posted 01-10-2019 14:43
    Edited by Tuong Do 01-10-2019 14:43
    One solution that we have helped our customers with working with our Microsoft partner to utilize Sharepoint as a solution.  Our customers have used Sharepoint on Microsoft's Azure cloud, and only pay what is used, or an on premise solution to integrate with their other systems.  We have helped them to setup work flows, email notifications, and document storage.  In addition there is the ability to integrate with our customer's existing security solutions, so they are not exposing sensitive data to the external world.

    Let us know if we can help you.  Hope you have a great day!

    Tuong Do
    Director of Development
    Prospection Business Intelligence
    (805) 229-1267
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    Viewpoint Construction Software Business Intelligence Suite. Custom Reporting. Excel based reporting. Data Warehouse. ETL Engine. Primavera P6. Integration. HRIS. CRM. viewpoint dashboards power bi aging report.
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