Professional Services

For over two decades, JDR Solutions has empowered equipment finance and leasing companies to achieve operational excellence through industry-leading software solutions and expert professional services. We understand the unique challenges you face, from managing complex portfolios to maximizing efficiency and ensuring compliance.

Our team of experts acts as an extension of yours, providing the support and guidance you need to unlock your full potential. From dedicated subject matter experts to skilled developers, we have the knowledge to address all your needs efficiently.

Tailored Solutions for Every Need

Unlike one-size-fits-all vendors, JDR Solutions delivers personalized professional services for your specific software platform and business goals. No matter the type of software you prefer, our team possesses the in-depth knowledge and experience to optimize your operations.

Experience the JDR difference today and benefit from unmatched industry experience. All of our services are highlighted by swift action and flexible solutions to keep your business moving forward without disruption.

Banking and Financial institutions

Our Comprehensive Professional Services

Gain a clear understanding of your current software environment with our systems assessment service. We will assess the current architecture as well as any integrations to ensure you have an optimal environment that is aligned with your workflow.

By pinpointing gaps in your operations and identifying opportunities for improvement, we set the foundation for your next stage of growth. For start-up companies, we will review your requirements and work with you to recommend and implement the best solution for your needs.

Optimizing or changing your equipment finance systems shouldn’t hinder your day-to-day tasks while a new platform is being implemented. With JDR Solutions, you’ll experience a seamless transition between platforms that minimizes risk and downtime.

Implementing an equipment finance software platform requires skilled resources that specialize in custom integrations and configuration. We will work with your team as well as the necessary vendors to determine your needs and ensure a seamless solution that improves your business processes.

Using JDR Solutions as your software hosting provider enables our Professional Services team to create custom reports and data extracts. We work with you to determine your specific needs and implement a solution. We can also set up automation to securely transmit your data.

Our professional services extend to the following areas:

– Business analysis

– Systems administration setup

– General ledger support

– Leasing software sub-releases/upgrades

– Conversions

– Unidata and SQL database administration

– Internal workflow development

– Custom applications: write/install

– User acceptance testing (UAT)

– Business/system process efficiencies

– System and process training of client resources

– Customer portals/API consulting

Trusted Solutions. Tangible Results.

Partner with JDR Solutions and unlock the full potential of your equipment finance/leasing operations. Contact us today for a consultation and discover how our expert professional services can help you achieve your business goals.