Implement and Board New Clients

• Add new customers on the fly
• Establish hierarchy to allow inheritance of information
• Setup default configuration for all customers
  • Inheritance of configurations expedites client boarding process
• Create templates for different business models
  • Allows copy of template to expedite client boarding process
• Setup contracts and rate tables for sharing
  • Shared contracts and tables facilitate the boarding of new clients
• View information in parent and copy to child if desired
• Setup test nodes in the hierarchy to analyze new client
  • Helps to automate responses to RFP’s
  • Enables evaluation of data for potential customer
  • Assists in establishing rate base for new client
• Selecting a customer localizes you to customer item catalog, address book, and configurations