Professional Services

Our consulting team will ensure you’re getting the most out of PTMS and that you have the tools and processes in place to meet your strategic goals.

All engagements begin with a thorough review and needs-assessment to analyze your business processes and goals. Our team will examine:

  • Current workflows
  • Data sources
  • Stakeholders
  • Entity structures
  • Reporting needs
  • Strategic goals

After the initial review, our consultants will tailor and deploy custom solutions to maximize your operational efficiency and help you achieve your goals. They will:

  • Ensure you’re taking full advantage of best practices as well as new features and offerings
  • Assist you with data and process changes caused by mergers, acquisitions, and divestitures
  • Automate integrations with outside systems, such as fixed asset systems, AP, and financials, to create a seamless flow of data without manual intervention

Customer Connect

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  • The DMA Story: Fuel Your Efficiency with PTMS

    As DMA’s property tax operations grew, they needed a tool to help them maximize their efficiency so they could minimize additional overhead expenses and pass the savings back to their customers.