Technical
Consulting
Our collaborative partnership ensures your Elite 3E environment remains stable, scalable, and perfectly aligned with your firm’s long-term strategic goals.
Transforming technology into a high-performance enterprise grants your organization the foresight to lead within a dynamic market.
Why Work With ClearPath
Elite Expertise
Ensures your firm achieves peak performance and scalability through a team-oriented approach. This collaboration translates into a clear, strategic roadmap for full product installations and major upgrades, navigating multi-layered system transitions with a shared commitment to long-term operational health and minimal disruption to your core business.
Configurable Solutions
Creates absolute clarity through every phase of growth. By focusing on strategic integration, your technology remains a powerful competitive advantage, providing sophisticated data visualization and seamless connections necessary to thrive together in an increasingly sophisticated market.
Full Collaboration
Whether streamlining workflows with Cloud Copy Console, leveraging Change Stream for real-time data, or optimizing 3E Proforma through a hybrid approach, every integration is custom-tailored to protect data integrity and maximize your team’s operational efficiency.
Expertise
Elite 3E:
- 3E Core
- BizTalk 2020
- Workspace / Mobile
- 3E Template
- Image Connect
- Data Insights
- System Admin Training on 3E Core
- Proforma Integration (Hybrid Clients)
- OnPrem to Cloud Migrations
- eBH Integration in 3E
- OpenSearch / Conflicts
System Health Checks:
- System Configuration Checks
- 3E Planning Meetings/Upgrades Strategy
- Performance Tuning
- Data Refresh / Instance Cloning
- Infrastructure Recommendation
- SQL Installation / Tuning
About
After years of working in the Information Technology industry, I wanted to continue working in the professional industry & continue working with great clients with more freedom.
It’s been a goal of mine to work for myself and have the flexibility to support clients without the red tape stopping me from assisting with issues I have the skills to solve. As a hands-on consultant, I’m able to use my expertise in solving issues & helping clients to understand and maintain their investment in an enterprise class financial system.
My goal is to provide my clients with purpose and direction, and lead them to success. As much as is invested in me, I like to invest in my clients and continue a long-term relationship with long-term support.
10+
Years of Experience
Specialized focus on Elite 3E.
50+
Clients Helped
Carved out a clear path for firms' digital evolution, ensuring absolute clarity through every phase of growth.
100%
Client Satisfaction
Built long-term partnerships through proven results.