Software > IT projects > Swiss consulting firm (social counseling) seeks software for recording client and case work performance

Swiss consulting firm (social counseling) seeks software for recording client and case work performance

IT project from: consulting firm (Switzerland)Project no. 19/1812: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a consulting firm specializing in occupational social counseling and are looking for software to record client and case work performance.

The software should meet the following requirements:

  • Service recording for client and case work
  • Create client files
  • Assign client notes
  • Generate invoices or interface with accounting
  • Simple evaluations
  • On-premises solution
  • Windows compatible (currently switching to Windows 10)

Approximately 30 software workstations are planned.

Based on the specific requirements, the following solutions can be considered:

Software / Company Functions Customizing OS
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