General Consultant Discussion

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  • 1.  Documentation

    Posted 01-25-2021 10:14
    We are in the process of looking for a solution to allow us to document all of the custom reports, programs, generic inquiries we have created for numerous clients. We would like to be able to save images showing the application/customization, possibly video recordings, copies of the custom reports, etc. Of course we would want it searchable by any of our team members so we don't repeat the work effort. I was hoping to find out what others are already using and sharing with their team members.

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    Regards,

    Lloyd Smith
    Mindover Software
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  • 2.  RE: Documentation

    Posted 01-25-2021 15:28
    For my projects, I use Basecamp which I've found has been quite simple to create these types of documents. You could just as easily probably do the same in Google or Microsoft

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 3.  RE: Documentation

    Posted 01-26-2021 09:45
    Our internal KB and shared project checklists are in OneNote (shared from OneDrive).

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 4.  RE: Documentation

    Posted 01-28-2021 10:09
    https://www.itglue.com/

    It will do a lot of things you probably will not need, but it has definitely covered everything we ever needed on the Sage 100 side and then some.

    Easy to manage, all in one location, SSO, and secure.

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    Kevin Wesley
    Lehman, Wesley & Associates
    kevin@lehmanwesley.com
    http://www.lehmanwesley.com/
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