Our Solution Your Successvisionpropos.com/brochure.pdf · constantly strive to improve our service...
Transcript of Our Solution Your Successvisionpropos.com/brochure.pdf · constantly strive to improve our service...
OUR FOCUS Our Goal is to make VisionProPOS #1
software for eye care business community. We choose to
invest our time and energy effectively and provide the Intuitive and cost-
effective solution to our customers. We always focus on our core principles
"Our Client's" and we use that to guide our day-to-day business decisions.
1.866.600.5656 www.visionpropos.com
S im p le I n tu i t i v e
A f f o rd ab l e A dv a nc ed
VisionProPOS VisionProPOS is a complete Practice Management Point of Sale (POS) Solution for small to large enterprise optical offices and retailers. VisionProPOS is designed to operate in single location or multi location environments. Our Solution Your Success
VisionProPOS is owned and operated by SoftForward Technologies Inc. SoftForward is a Calgary based company since 1999 and has employees located in Calgary, Edmonton, Brampton and India. Our business philosophy reflects an unwavering dedication to quality, integrity and personalized client support. At SoftForward we always focus on exceeding our client’s expectations and we constantly strive to improve our service offerings based on client feedback. In every aspect of our operations, we place product quality, ethical practices and total customer satisfaction at the forefront as we build the profitability of our client’s business operations.
simplifying POS solution
O u r S o l u t i o n Y o u r S u c c e s s
226 Westwinds Cres. NE Calgary, Alberta T3J 5H2
403.452.9175 fax
www.visionpropos.com
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
AUTOMATI C SOFTWARE UPDATES Yes that's right. VisionProPOS automatically updates your software whenever there is a new update available. You will never have to follow all those difficult technical steps to upgrade your software. With our Automatic Software Update feature you are always up-to-date with our latest and greatest version. QUALI TY AT AN AFFORDABLE PRI CE We have packed VisionProPOS with all the features and functionality required by you to run your practice. Thanks to a lot of ingenuity on the part of our engineers, we are able to deliver extremely reliable product, with all the features in one package, and a great user experience - for less than most of our competitors. SUPPORT When you contact us, you'll almost always be in touch with one of our agents in less than two minutes. You'll also be dealing with someone who has passed a variety of tests and meets our quality standards. Plus, we even offer remote help where our agents can connect to your server remotely and fix any issue you may have.
EASY TO USE & I NTUITI VE At VisionProPOS, we have a team of folks who are constantly working on improving the workflows and to enhance the user experience when using VisionProPOS interfaces. Our customizable WORKDESK allows various shortcuts for easy access to all the important modules.
MULTI L OCATI ON
VisionProPOS has the capability to add unlimited locations to
run your multi location practice. We had made it easy so that
you can even share patient information with all locations for
easy returns and refunds.
DATA BACKUP VisionProPOS provides a built in functionality to schedule your database backups. We also provide service for remote and off site backups to a state of the art highly secured and redundant facility. With our managed service you will never have to worry about losing your data because we take care of it for you.
CUSTOMI ZABLE With VisionProPOS we provide our customers incredible flexibility to customize our software according to their needs. Our interfaces are very simple and intuitive for beginners.
QUICK FACTS
• Multi-Location
• Patient Management
• Prescriptions
• Insurance
• Inventory
• Inventory Barcode Labels
• Inventory Physical Counts
• Lab Orders & Estimates
• Email Invoice & Lab Orders
• Marketing promotions
• Appointment Scheduling
• Security Groups & User Rights
• Graphical Reports
• Database Backup and Restore
• Patient Labels
• User Customization
• Automatic Software Updates
• Unlimited Clients per location
BENEFITS
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VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
• Multi-Location
• Patient Management
• Prescriptions
• Insurance
• Inventory
• Inventory Barcode Labels
• Inventory Physical Counts
• Lab Orders & Estimates
• Email Invoice & Lab Orders
• Marketing promotions
• Appointment Scheduling
• Security Groups & User Rights
• Graphical Reports
• Database Backup and Restore
• Patient Labels
• User Customization
• Automatic Software Updates
• Unlimited Clients per location
FEATURES
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CORE FEATURES PATIENT CHART
• Patient/Customer Management
• Glasses Prescriptions
• Soft Contact Lenses Prescriptions
• Hard Contact Lenses Prescriptions
• Invoice Management
• Lab Orders Management
• Estimates
• Patient/Customer Communication
• Invoice Status Management
• Lab Order Status Management
• Email & Print Invoices
• Email & Print Lab Orders
• Returns
• Insurance Management
INVENTORY
• Manage Frames
• Manage Lens
• Manage Contact Lens
• Manage Accessories
• Manage Lens Treatments
• Services
• Purchase Orders
• Receive Orders
• Transfer Items among locations
• Physical Counts
• Print Barcode labels
• Store Items Images
• Auto Generated UPC codes
MARKETING
• Marketing Letter Templates
• Target Specific Customers
• Mail Merge
• Promotions
• Email Promotions & News Letters
• Print Customer labels
• Preview Promotion Letters
• Customize Letters
SECURITY
• User Groups
• User Groups by locations
• User Rights by modules
• User Rights by locations
• Username and Passwords
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
FEATURES
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REPORTING
• End of Day Report
• Daily Summary Report
• Monthly Summary Report
• Yearly Summary Report
• Reports by Location
• Monthly Invoices
• Monthly Payments
• Monthly Estimates
• Yearly Analysis Report
• Pending Payments Report
• Inventory Physical Count
• Inventory Audit Report
• Insurance Invoice Summary
• Rx Expired Report
• Compare Reports
• Export Reports to Excel, PDF etc.
• Ability to Zoom & Search
SCHEDULER
• Appointment Scheduling
• User Calendars
• Daily View
• Weekly View
• Monthly View
• Open Multiple Calendars
• Drag and Drop Appointments
• Walk-In Patients
• Personal Appointments
• Appointments by locations
• Transfer Appointments
• View Appointments History
• Copy Appointments
• Paste Appointments
• Reschedule Appointments
• Create Multiple Rooms
• Check-in/Check-out Patients
• Voice Announcement for Patients
TOOLS
• Backup Database
• Restore Database
• Calculator
• Software Updates
• Company Setup
• Company Holidays
• Insurance Companies
• Users
• Security Groups
• Suppliers
• Labs
• Appointment Types
• Appointment Status
• Appointment Reasons
• Appointment Priority
• Payment Methods
• Cities, Province & Countries
• Email Templates
• Language
• Ethnicity
• Marital Status
• Relationships
• Sex
• Title
• Commission Types
• Contact Lens Types
• Frame Age Groups
• Frame Material
• Frame Product Group Names
• Frame Rim Type
• Frame Shapes
• Lens Material
• Lens Type
• Lens Tint
• RX Job Type
• RX Status
CORE DATA
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
WORKDESK
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User Configurable Workdesk
Quick Shortcuts for easy entry
Customize Icons
Customize Icon Labels
Re-Order Icons
Customize Various Toolbars
BENEFITS
Customized Workdesk Users can have their own customized workdesk. The user can customize icons, labels, show/hide icons etc.
Left Navigation Toolbar
Open Windows List Switch between all currently opened windows. Ability to flip between patient charts.
Top Navigation Toolbar
Status Bar • Ability to Log-Out, Change
User quickly and Lock screen
• Displays currently logged in user and location
VisionProPOS has the capability to add unlimited locations to run your multi
location practice. Give below are some of the features:
Separate location information including Tax rates & working hours.
Ability to create separate security groups for different locations.
Supports Unlimited Locations
Location Specific reports
Scheduling and availability by Locations
Inventory management by location
Inventory lookup across locations
Inter-location inventory transfer
Location wise financials
Insurance billings for all locations
Scheduling for all locations
BENEFITS
Location Hours
TAX Rates
Company Logo
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VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
MULTI-LOCATION
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
PATIENT CHART
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VisionProPOS Patient Management module acts as a central repository for all
patient information including Patient Details, Invoices, Patient's Rx, Lab Order and Patient Communications. Given below are some of the Features:
Patient Search: Easily find a patient by specifying any search
criteria.
Demographics: Record extensive demographic including, Patient
Info, Contact Info, Emergency Contact Info, Guarantor's Info including
preferred payment, discount etc.
Prescriptions: Store Spectacle Lens, Soft Contact Lens, Hard
Contact Lens and Medical prescriptions.
Ability to Copy, Print Fax, and Lock, Mail-merge prescriptions
One-click lab order creation from Invoice Orders
Ability to Clone the patient’s record for another family member
Link to family members.
Ability to merge Patients.
Ability to create Estimates.
Access patient’s appointments, orders and insurance claims history
Auditing: Access to patient file is tracked by employee, date and
time.
Ability to add notes and print notes
Track patient and insurance balance
BENEFITS
Patient Details Tab
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PRESCRIPTIONS
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Prescriptions Tab
Create Invoice from Prescriptions
Unlimited prescriptions
Hard Contact Lens
Soft Contact Lens
Glasses
Print Preview, Print
RX Tab lists all prescriptions and an ability
to Edit & Print older prescriptions. It also
shows the expired RX in different color.
RX Print Preview
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
INVOICES
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Status History
Invoice & Lab order status Flow Chart
Invoices Tab
Invoices Tab list all Invoices along with their status. The user can perform various
actions including VOID, Returns, Print and send Invoices and Lab Orders
electronically.
Invoice screen allows you to perform all operation on one
screen including selecting item from Inventory, apply discounts,
add marketing coupons, take payment, and create lab orders
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
LAB ORDERS
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Lab Orders Tab
Lab Order screen list all lab orders along with their status. You can even
record Customer Called messages for all orders.
Lab Order screen allows you to generate unlimited
number of lab orders. It allows the user to create new
lab orders, Redo existing lab order or create a
Repair Lab orders.
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
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Print Preview of Lab Order & Invoice Both lab order and Invoice has bar codes for easy lookup in the system.
VisionPro also allow you to send Invoices and Lab Orders electronically.
Invoice Print Preview
Lab Order Print Preview
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
INVENTORY
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With VisionProPOS it is easy to keep track of your inventory as it is automatically
updated when sold. With the Inventory module you can add and update Frames,
Spectacle Lens, Soft Contacts Lens, and Other miscellaneous inventory including
accessories and services. It eliminates double data entry by filling out item details
automatically when adding an inventory item to an order. You can not only create
purchase orders and receive order but also transfer inventory items from one location
to other.
Complete inventory control of frames, contact lenses, spectacle lenses, and
other items (includes miscellaneous inventory and services)
Maintains detailed inventory information including purchases, returns,
suppliers, quantity on-hand, pricing etc.
Compatible with bar code wands, guns and scanners
Integrates with accounts payable
Track inventory by location. Ability to transfer inventory between locations
Instant easy lookup of inventory
Automatic inventory adjustment as an item is ordered or returned
Easy to enter inventory. Automatic UPC generation
Ability to add inventory on the fly when creating an invoice
Print barcode labels. Integrates with labels and Datamax printers
Perform Physical counts with scanner or manually
BENEFITS
Complete Inventory control of Frames, Soft Contact Lenses, Spectacle
Lenses, Lens Treatments, Services and Accessories
Inventory List
VisionProPOS
SO L U TION THA T WO RK FOR YO U R B US IN ESS
INVENTORY
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Frames
Contact Lenses
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
INVENTORY
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Spectacle Lenses
Lens Treatments
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INVENTORY
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Services
Accessories
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VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
BARCODE LABELS
Print Barcode labels. Integrates with barcode tags and
labels
Compatible with DATAMAX and all laser printers
Customized Label print options
Ability to create your own customized labels
Performs Physical count with scanner or manually
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
SCHEDULER
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VisionProPOS Scheduler allows you to track patient appointments. It provides you with
a quick and complete overview of appointments. You can view appointments by date,
physician, week, and month or by selected date range. It lets you view schedules of
all in-house doctors at the same time. You can also post notes in notes section to
remind you of things to do for the appointments.
See the schedules of all the public calendars on the same screen
View Daily, Weekly, Monthly or Customs schedule of the same doctors or
Multiple Doctors on the same screen
Ability to view the calendar of Other Locations / Doctors
Ability to Book Appointments, Walk-In Patients or Non-Patients
appointments, Personal Appointments
Ability to Transfer appointments to a different doctor/Optician
Ability to Copy Appointment, Paste Appointment, Reschedule Appointments
or Cancel Appointments with one click
Ability to Mark the Patients as Check-In, No-Show etc.
The software provides future available slots for appointment booking based
on the appointment Type.
Complete customization of Appointments Types along with their consultation
time e.g. Sight Test: 30 min, Contact Lens Fitting: 15 Min etc.
Use simple drag and drop to move an appointment to another day or time
Change the length of an appointment on the fly
Track no-shows and last minute cancellations
BENEFITS
View Available Time Slots and see No-Shows
in appointment history
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
REPORTS
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VisionProPOS contains reports designed to satisfy almost any data report request. Using the
reporting options (i.e., searching, filtering and sorting criteria), users can create multiple or
customized versions of the same report. Specifying the Search criteria limits the report to the
data that meets the search criteria. You can produce reports any time and for any date range.
Given below are some of the reporting features:
Extensive pre-built reports that cover all aspects of the business
Easily produce reports based on criteria you specify. Run a report for any time period
Customize reports according to your needs by specifying search, sort, and filter criteria
Save/export reports in different formats
Separate financials for each location
View Multiple Reports in Tabs. Easy to compare number from different reports.
Unique Graphical Representation e.g. Bar Charts, Pie Charts, Lines, Points and many
more.
BENEFITS
Various Graphical Representations
of reports
View Multiple Reports
in Tabs
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
REPORTS
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End of Day (EOD)
Monthly Invoices/Sale
Monthly Payments
Monthly Estimates
Daily Summary Report
o Today
o This Week
o This Month
o Date Range
Monthly Summary Report
o 1 Month
o 3 Months
o 6 Months
o Month Range
Yearly Summary Report
o 1 Year
o 3 Years
o 5 Years
o YTD (Year To Date)
o Year Range
AVAILABLE REPORTS
Yearly Analysis
Monthly Pending Payments
o By Month
o Month Range
Yearly Pending Payments
Inventory Counts
o By Products
o By Quantity
o By Ordered Quantity
Inventory Audit
Insurance Invoice Summary
RX Expired
ALL REPORTS ARE
LOCATION BASED
When multiple staff members have access to your application, you may want to assign
security access privileges for specific functions. VisionProPOS offers different levels of security
access or security groups that you can assign to users. You can define the security access
based on security groups. Security allows you to customize the application to your needs. You
can easily hide the functions that you do not use.
Given below are some of the security features:
Secure login with User ID and Password
Application lock button and shortcut key when you leave your terminal
Assign security access privileges for specific VisionProPOS functions
Ability to Enable, Disable or Hide specific features. e.g. you can disable access to
reports to some users or the person who adds the demographic information may or
may not have access to the patient prescriptions
Unlimited levels of security access or security groups that you can assign to users
Define custom security rights for each security group access level
Ability to clone security groups for different locations
Built-in backup utility with backup reminder
Data entered is stamped by the system with date, time, and operator, device and the
security levels in the system control access to sensitive data
Every access to patient record is tracked with date, time and user name
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
SECURITY
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Assign GROUP to User
Assign Access to GROUP
BENEFITS
+ VisionProPOS
SO L U TION THA T WO RK FOR YO U R B US IN ESS
MARKETING
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VisionProPOS allows you to accept marketing coupons codes and automatically calculate the
discount based on the marketing information that you specify. You can capture the source or
the media where the coupon is advertised. This would help you in identifying the most
effective methods of marketing. VisionProPOS handles most optician coupons.
Given below are some of the marketing features:
Most powerful time and money saving feature
Handles all your marketing coupons
Automatically calculates discount based on the coupons and items ordered
Calculates percentage, amount or package discounts
Create Promotions by locations, by Products, by Supplier, by Brand
Apply promotion to single item or all item as sale
Apply Discount as percentage or amount
Run promotions for a specific date range
Generate Marketing Letters from the templates to
target specific customer or Age Groups
Send either printed letters to customers along with
labels or Email the letters
Track All Marketing communications
BENEFITS
Auto Generated Promotion Barcode
Apply Promotion to
Order
PROMOTIONS
Scan Barcode or apply promo
code
PROMO LETTERS
Patient Labels
VisionProPOS letters module features a powerful marketing system which represents
the most efficient way to retain and build your business. Letters module allows you to create
any kind of personalized letter from within the program without the need of any additional
word-processing software. Given below are some of the marketing letters features:
Create Unlimited letter Templates
Built-in word processor to create custom letters from within the system
Extensive search criteria to create custom mailing lists
Export letters to another word processing software including Microsoft Excel
Perform mail-merge to create custom emails, letters, labels
One-click creation of patient address labels
BENEFITS
Letter Template Designer
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
MARKETING
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VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
DATA BACKUP & RESTORE
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VisionProPOS provides a built in functionality to schedule your
database backups and restore. We also provide service for remote
and off site backups. You will never have to worry about losing your
data because we take care of it for you.
Our extensive backup/restore database tool allows you to set the
Range of Recurrence (start date, end date, end after X occurrences
etc.), Recurrence Pattern(Daily, weekly, on specific days etc) and
Recurrence Frequency (at multiple timings during the day).
Unlimited number of Backups
Backup Reminder Warnings upon login
Built-in Backup & Restore utility
Backup Reminder if not backed up within last X (Specify
your own number) days
Secured Backup and Restore. Only Enterprise Admin is
allowed to perform the Restore operation
Multiple backups can be performed within a day Enable Database backup alert under system
preference. This will warn the admin to backup the
database upon login
BENEFITS
• Added Inventory Physical count report • Added New Custom Email List • Ability to Print Patient Labels from Patient Chart • Added new labels for Datamax printers • Added new security module under groups
VisionProPOS automatically updates your software whenever there is
a new update available. You will never have to follow all those
technical steps just to apply a patch or upgrade your software. With
our Automatic Software Update feature you are always up-yo-date
with our latest and greatest version.
Automatic Software Update Features:
VisionProPOS prompts when new update is available
Allows manually to check for software updates
Update both Server and Clients automatically
Automatically upgrades both software and database
versions
Enable Automatic Software Update settings under system preference. This will prompt the admin
that a newer version of VisionproPOS is available.
BENEFITS
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VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
SOFTWARE UPDATES
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VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
CUSTOMIZATION
With VisionProPOS we provide our customers incredible
flexibility to customize our software according to your needs.
Our interface is very simple and intuitive for beginners.
Automatic Software Update Features:
Ability to customize My Work-desk for every user
Ability to switch between all the current open
windows
Ability to show/hide various navigation toolbars
Set your logged in themes as a user preferences
Ability to customize system wide Fonts, Colors,
Date Format, Time Format and Currency Format
Ability to define custom shortcut keys for various
VisionProPOS functions
BENEFITS
Lab Order and Invoice
settings
HOT KEYS settings
Date Time format
settings
Fonts and Colors
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
SEARCH
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With our powerful search function you can easily find
whatever you are looking for in the entire database.
Features:
Ability to search within following modules
o Brands
o Insurance
o Inventory
o Invoices
o Labs
o Lab Orders
Search for any keyword
Double click on the result to open the specific
module
Location based search
BENEFITS
o Patients
o RX
o Services
o Suppliers
o Users
Simple yet POWERFUL
Search Results Search Results
SEARCH DATABASE
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
ARCHITECTURE
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SINGLE LOCATION MULTI LOCATION
UNLIMITED Clients per
location
UNLIMITED Clients per
location
VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS
SERVICES
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Copyright © 2010 SoftForward Technologies Inc. All rights reserved. Unpublished rights reserved under Canada copyright laws. VisionProPOS is a registered trademark of SoftForward Technologies Inc. All other trademarks are property of their respective owners.
1.866.600.5656 www.visionpropos.com www.SoftForward.com
226 Westwinds Cres. NE Calgary, Alberta T3J 5H2
403.452.9175 fax
SUPPORT
TRAINING
BACKUP
DATA CONVERSION
SOFTWARE UPDATES
DISASTER RECOVERY
Hassle free automated software updates Frequent software release to include new
functionalities and improvements Upgrades both clients and server automatically
Support using Phone, Email & web-based remote Proactive remote backup & application monitoring Fully server support from our professional staff Emergency Support available
On-Site training available Remote web-based live training Online knowledgebase and FAQs
Fully automated online backup available Secure data backup to offsite data centre Simple and cost effective solution Email Reports for successful data backups Fully managed and hassle free services available
Convert data from your old software to VisionProPOS
Experienced with Windows, Linux and DOS based software’s
Our experienced and well qualified staff to execute disaster recovery plan
Educate clients about preventative measures for disaster recovery
Emergency support available Fast and cost effective solution
O u r S o l u t i o n Y o u r S u c c e s s