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PropelHR To Implement ClientSpacePEO

  
  
  
  
  

C  Users rwadle Documents Clients PropelHR Graphics PropelHR logo tagline rgb

Propel HR, an established Professional Employer Organization and Administrative Service Organization based in Greenville, SC, has selected ClientSpace as their Enterprise CRM and Workflow Management system.  ClientSpace will be rolled out over the summer of 2012 and fully operational in August.

 

"This is my third time around with ClientSpace,” says Teresa Dick, Vice President of Operations for Propel. “Propel has known about NetWise for a couple of years and my positive experience with the ClientSpace system while I was with previous employers was the final factor needed to pull the trigger.”

 

“The NetWise team knows our industry very well and their software shows it,” claims Braxton Cutchin, CEO of Propel. “We have taken our time with this decision and we are confident that there is no other CRM platform as comprehensive and customized for our industry as ClientSpace.  Randy and his team are very responsive and ready to make us successful using their software.  We are expecting to see great things come from this decision.”

 

"The Propel team is well established in this industry and are preparing for rapid growth,” says Randy Wadle, CEO of NetWise Technology.  “We have worked with Teresa for a long time now and she is strong leader that knows how to make things happen. Brax is one of the pioneers in the PEO industry.  Getting the nod from Propel is an honor for us. We are looking forward to working with this great group of people and are confident that ClientSpace will become the cornerstone system that they use to grow.”

 

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market professional service firms.


 

NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

 

About Propel HR

Propel HR, headquartered in Greenville, SC, is a professional services firm that designs and implements human resources outsourcing solutions for clients in the small, mid-size and major markets. Propel HR helps clients develop creative ideas that increase productivity, improve the focus on their core operations and maximize the return on their human capital investment.  Propel HR offers two different service models which meet the HR needs of our clients.  Professional Employer Organization (PEO) is a full service HR solution using co-employment. An a’ la carte option is also available where each client can pick and choose the HR services needed.

 

Northeast Professional Planning Group To Rollout ClientSpace

  
  
  
  
  

Northeast Professional Planning Group (NPPG) is a full-service employee benefits, retirement planning and actuarial consulting firm.  NPPG has selected ClientSpace as their Enterprise CRM system to manage client operations and communications for their primary lines of business.  The system is schedule for rollout in May 2012.

 

"I used ClientSpace for over a year during my tenure at a local PEO and was impressed with the capabilities of the system and the team of professionals at NetWise,” says Sam Christopher, Executive Vice President at NPPG. “Much of the system functionality that is designed for the PEO industry is relevant to our business.  The impressive workflow and data form configuration capabilities and embedded document management that is present in ClientSpace make it a great fit for our needs.  We look forward to leveraging the full strength of the system to help manage the growth we are expecting.”

 

"We have a strong presence in the PEO industry but our business plan calls for us to expand into parallel industries in the coming years,” says Randy Wadle, CEO of NetWise Technology. “This opportunity with NPPG gives us the ability to use a lot of the core functionality and strength built into the PEO system but also demonstrate the flexibility that makes ClientSpace unique.  NPPG has an exciting business model and our team is ready to make this project our next success story.”

 

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market professional service firms.


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.


About Northeast Professional Planning Group, Inc.

Northeast Professional Planning Group, LLC (NPPG) is a full-service employee benefits, retirement planning and actuarial consulting firm. NPPG designs, implements and manages comprehensive employee benefit and retirement plans for over 1500 clients nationwide administering over $2 billion in pension assets. NPPG’s diverse clientele ranges from School Boards and Governmental Agencies to members of the New York Stock Exchange to small entrepreneurial businesses.

 

For further information, please contact Sam Christopher at Northeast Professional Planning Group, Inc.  (732) 758-1577 x280, email schristopher@northeastprofessional.com or visit us online at www.northeastprofessional.com.
                                                           

The Employee Management Team Picks ClientSpace

  
  
  
  
  

The Employment Management Team, a PEO based on Sarasota, FL, has chosen ClientSpace as its enterprise CRM platform.  The system will go live in April and will be used to manage the firm’s sales, service operations

"I have known the staff at NetWise for a while now and have confidence in their abilities and knowledge of our industry,” says Rick Ratner, founder and CEO of EMT. “The ClientSpace platform is built with our industry needs in the forefront so it is a natural fit without the need for significant modification or customization.  The team at NetWise has been very professional and dedicated to the success of my project.”

"It is great to have a long time industry veteran like Rick Ratner choose ClientSpace," claims Randy Wadle, CEO of NetWise. "Considering Rick’s knowledge and experience in the industry, it is flattering that he has chosen ClientSpace and I expect we will learn a lot from him. Winning this deal is a great start to 2012.”

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market or geographic PEOs.


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

About The Employee Management Team

EMT is a self-managed, outsourced HR department that helps small and medium sized business owners manage their human resource, insurance, tax and compliance programs. 

Because of what we do, small business owners can focus on running and growing their businesses - free from having to spend the time and effort required to  navigate through the paperwork and regulations that follow once the first employee is hired.

Our focus is on the business owner.  We make use of the most cutting-edge technology (such as ClientSpace), but remain flexible enough to provide our clients with exactly the correct program for their particular situation. 

 

NetWise Technology Poised for Growth in 2012

  
  
  
  
  

NetWise has started the year preparing for another year of growth by moving into a new office the first week of January.  Our new office, on the north side of Lakewood Ranch, includes an increase in the usable space by about 50%, provides a much more professional environment, and is centrally located for our employees.  The move added some chaos to the start of the year but we are settling in and loving the new space.

The need to find new space became obvious as we prepared for additional staff to come on in 2012 to complement the three new hires we made in 2011. 

  • Al Saffer is a developer that comes to us with valuable experience developing in VB.net, ASP.net and SQL.  He recently moved from the Boston area and is enjoying Florida living.  Al works hand in hand with Brad Falk to carry the bulk of the load delivering on client requests and architectural improvements to ClientSpace.
  • Chad Vogt is a junior developer that primarily focuses on report / merge development and application configuration.  He is quickly becoming proficient in VB.net and contributing to business logic and dashboard development.  Chad also recently moved from the Pittsburgh area to the west coast of Florida.  Brad wanted another Steeler fan in the office so Chad was an easy hire.
  • Tim Borntreger comes to us with deep PEO experience working with Staff Leasing / Gevity as a project lead for their quoting and workflow management system implemented several years ago.  Tim understands the intricacies of the PEO industry and is able to effectively define ClientSpace based solutions to critical client business issues.  Tim is passionate about working with clients to maximize the value of ClientSpace in their business and will be undertaking several initiatives to develop a comprehensive ClientSpace user portal including online documentation, a webinar series, and video instruction.

We hired another employee to start 2012 to round out our staff and enable us to accomplish the bold objectives we have set for the year.  We are still looking to add one application developer to our staff (see our careers page).

  • John Ykema has worked in the industry for over five years in a fast growing Texas PEO.  John has been instrumental in the broad rollout and customization of ClientSpace throughout all departments of his former employer.  In addition to providing account management services for some of our key clients, John will be responsible for spearheading a new service offering to provide training and consulting for clients looking to maximize their ROI with ClientSpace.

We are looking forward to an exciting year with major investments being made in our product and our delivery in direct response to the needs of our clients and partners.  Our team is committed to your success as the industry and your business grow

NetWise Client News

  
  
  
  
  

NetWise was blessed with a banner year in 2011 bringing on eight new clients and deepening relationships with existing clients.  Our footprint in the PEO industry is gaining significance as ClientSpacePEO becomes the standard Enterprise CRM/Workflow Management application for PEOs looking to automate their business.

New Clients:

 

InsuredSolutions is a PEO and broker based in Atlanta. Their primary motivation for rolling out ClientSpace was to automate the generation of professional quotes to quickly be able to bring on new business. The client service module is also in use and proving to be a valuable component of their investment.

Integrity Outsource is a PEO based in the Phoenix area that recently went live with ClientSpace. They have plans for rapid growth and are counting on ClientSpace to provide the scalability they will need in the areas of sales and service.

 

Nextaff is a PEO and Staffing firm based in Kansas. Enterprise CRM and workflow management is the key driver for Nextaff as they are looking to make their business more efficient and scalable as they grow in the coming years.

PlanSource was previously a division of CoAdvantage prior to the merger with GES.  After the merger transaction, PlanSource made the decision to use ClientSpace to handle the workflow and service needs for their two divisions, one that operates as an HRO service offering for a broad base of clients and the other provides a sophisticated benefits plan design and enrollment online solution. 

ProService Hawaii is the largest PEO in Hawaii and very focused on leveraging technology.  Their primary purpose for choosing ClientSpace was to streamline the sales activity, marketing, quote generation, and underwriting functions of their business. 

Service Provider Group is a fast growing PEO based in Knoxville, TN.  SPG recently acquired First Financial out of Punta Gorda with the combined entity proving to be a powerhouse in the Southeast and across the country.  SPG has rapidly deployed the ClientSpace application across their organization is already using most of the modules that are available.

Sheakley is a PEO and payroll services firm based in Ohio.  The payroll services division rolled out ClientSpace in December, 2011.  They use the system for sales activity management and quote generation.  The PEO/HRO division will be live in February, 2012 and will use all PEO centric modules of the application including quote generation, underwriting, onboarding, client service, and risk management.

TrendHR is a growing PEO based in Texas. Trend implemented ClientSpace primarily for the Client Service and Risk Management features. Additional modules will be explored in the future.

We have recently signed two new clients in January but have not yet gone live with either.  Look for the press releases on these clients in the next newsletter.

 

 

ProService Hawaii selects ClientSpacePEO workflow management system

  
  
  
  
  

HONOLULU (April 5, 2011)—ProService Hawaii has selected ClientSpace as its internal sales and pricing workflow management system. The onboarding, client service, risk management and human resources components of ClientSpace will be evaluated for rollout in later phases.

ClientSpace is a product of NetWise, a provider of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market or geographic PEOs.

Jordan Conley, chief technology officer at ProService, said, “Implementing new software is a challenge for any organization, but the depth of industry expertise that is evident in their software and their staff made NetWise an obvious choice as a partner. ClientSpace is tailored for the PEO industry yet versatile enough to adapt smoothly to our specific needs.”

Randy Wadle, CEO of NetWise, said, “ProService is the leader in the Hawaii market, as well as a very forward-thinking innovator in the PEO industry—it’s a big win for us to be chosen as their partner.  We look forward to a long relationship as ClientSpace plays a growing role in their business.”


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. Information: (866) 474-0922, info@netwisetech.com, or http://www.netwisetech.com/.

ProService is the state’s leader in HR administration. The company provides a comprehensive suite of HR administration functions including payroll, human resource services, health benefits management, workers’ compensation and 401(k) management, as well as risk management and regulatory compliance, for 1,000+ local businesses representing 12,000+ employees statewide. It is accredited by the Employer Services Assurance Corporation (ESAC).

ProService is headquartered on Oahu at 6600 Kalanianaole Hwy, Suite 200, Honolulu, HI 96825. Additional offices are located in Hilo, Kona, Kahului and Kapaa. Telephone: (808) 394-3100. Visit the website at www.proservice.com.

###

Employee Leasing Solutions Selects ClientSpacePEO

  
  
  
  
  

Employee Leasing Solutions, a Professional Employer Organization based in Bradenton, FL, has chosen ClientSpace as their enterprise sales and CRM platform. 

"We are fortunate to have a strong industry software player right down the street from our home office.  As we look to replace some older technology that is becoming difficult to maintain, ClientSpace is a natural fit,” says Everett Southwick, Principal at ELS. “When we first took a look at ClientSpace we were quite surprised at the depth of the PEO specific functionality.  Several systems that we have spent countless time and money to develop over the years can be consolidated into a single system maintained by an experienced industry partner.  Much of our business development activities are broker developed so the ClientSpace Broker Portal is a key module for us.  ClientSpace brings functionality to the table to automate processes which are still manual or processed with spreadsheets and email.  This decision was a no brainer for us and we pulled the trigger quickly.”

"We are thrilled to partner with ELS since they are such a strong player in our local market.  I guess we need to really work on our marketing though since they found us on Google despite being less than 2 miles from our office," laughs Randy Wadle, CEO of NetWise. "The team at ELS is experienced and very easy to work with.  It’s amazing how closely some of our modules align with their needs which should make the implementation straight-forward and relatively low impact on their staff and broker network.  We expect this to be a strong partnership going forward and it’s a great start to 2011.”

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market or geographic PEOs.


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

 

PlanSource Selects ClientSpace

  
  
  
  
  

NetWise Technology is pleased to announce that PlanSource, a benefits administration and human resource outsourcing provider, has selected ClientSpace as their Client Services CRM solution.  The software is already in use by PlanSource personnel.

"Our company was introduced to ClientSpace through a former division of our holding company that used the product, and we have been using it for Client Management and workflow management for over two years," says Carrie Norden, Senior Vice President of Operations. "Our PlanSource and HRO divisions have relied on ClientSpace to manage various operational processes and client service activities.  We look forward to continuing our partnership with NetWise"

"Retaining the PlanSource account was a big win for us," Randy Wadle, CEO of NetWise says. "This indicates that our software is capable of serving parallel markets to PEO and is a testament to the maturing of the base CRM, workflow, and ad-hoc reporting dimensions of the product.  PlanSource is well positioned in the market and we look forward to continuing our partnership.”

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market or geographic PEOs.


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

Extensis Live on ClientSpace

  
  
  
  
  

Extensis Group, a NJ based PEO, has successfully implemented ClientSpacePEO and has been using the risk management and client service modules successfully since June 2010.  NetWise is currently finishing the second phase which will include sales activity management, quoting, and underwriting.

"NetWise is very excited about how Extensis has adopted the system and looks to maximize it's value for their organization", says Randy Wadle, CEO of NetWise. "It's obvious that Extensis places a lot of value on efficiency and excellent service.  They see technology as one of the key enablers of their success and this is the type of client that receives a high ROI on investments in software such as ClientSpace."


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

About Extensis Group

Extensis Group LLC. is the northeast's leading Professional Employer Organization, providing outsourced HR, Benefits and Risk Management Services, including Payroll, Tax, Insurance, Human Resources and Regulatory Compliance. Extensis is a member of the National Association of Professional Employer Organizations (NAPEO) and is ESAC certified. For more information call Extensis at (888) 473-6398 or visit http://www.extensisgroup.com/.

Contact:
For Extensis Group LLC.
John Powell, 888-473-6398
Source: Extensis Group LLC.


EnterpriseHR Makes It A Dozen

  
  
  
  
  

NetWise Technology is pleased to announce that EnterpriseHR, a St. Petersburg, FL based PEO, has become the 12th PEO to select ClientSpace as its CRM (client relationship management) technology platform.

"We expect the economy and employment to improve in 2010 and we want to be well positioned to take advantage of it," remarks Tim Russell, Vice President of Sales and Marketing for EnterpriseHR.  "We utilize a network of brokers to develop new business.  Our initial focus is to improve our communication with brokers and our internal workflow with respect to quoting and onboarding new business.  ClientSpace already includes much of the functionality we need.  NetWise has deep experience in the industry and has already provided some great ideas on how to make our team more efficient using their technology."

"If the first quarter of 2010 proves to be an indicator of the direction of the economy and PEO industry, it will be a strong year," says Randy Wadle, CEO of NetWise. "It is clear that PEO leaders are recognizing that technology is the key to keeping their internal staff ratios competitive.  Delivering quality service to a growing book of business without having to deal with excessive staff hiring is going to set apart the industry leaders.  We are excited to work with EnterpriseHR and their network of brokers to provide a strong platform for supporting the growth they expect."

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market or geographic PEOs.


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

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