Many of our clients are reluctant to allow their cases to be presented in electronic or printed media. That said, they are usually willing to speak with prospective clients for reference purposes.
PROJECT MANAGEMENT – SOC TYPE 2 AUDIT PREPARATION AND AGILE SOFTWARE DEVELOPMENT
Fluent Technologies provides a complete Practice Management Tool Kit for retirement plan advisors.
In 2018 we undertook two important initiatives that are critical to our business:
- Preparing for a SOC Type 2 Audit
- Undergoing a complete redevelopment of our core technology to be a completely cloud native application
InterAcct provided Fluent with two consultants, one Project Manager for the SOC Type 2 Audit and one Project Manager to work with our software development team to accelerate the development effort using AGILE best practices. With the resources InterAcct provided, both projects were successfully executed. This allowed us to focus on our core mission of helping our customers help their customers.
Mike Zimmer, CEO, Fluent Technologies
REQUIREMENTS DEFINITION & SOFTWARE SELECTION
Interaction Associates provides consulting services to help leaders and teams think more clearly and work more effectively.
engaged InterAcct in 2018 to augment our internal accounting team to
provide professional and technical guidance for a general ledger/ERP
conversion that we had recently undertaken. We are a small firm with
limited resources and technical expertise to drive such a project
particularly on the aggressive timeline we had established, so it was
clear that we had to seek outside guidance. The team at InterAcct was
exactly the right fit for us, in terms of providing the technical and
project management expertise that we lacked, and also engaging with us
within a budget friendly fee structure that would have been impossible
with a larger consulting firm. Both Tom and Irving were extraordinarily
consultative and collaborative, while carefully listening to our
specific needs, and very effective in applying their knowledge and
experience with accounting/ERP conversions to guide us through the
process. I would have no hesitation in recommending InterAcct as an
effective consulting partner for any critical projects in the finance
Paul T. Ryan, CFO – Interaction Associates