AFTCO Deal Management Practice Transaction Application
AFTCO is the oldest and largest dental practice transition consulting network in the United States. Founded in 1968, AFTCO has analyzed the personal and business needs of thousands of dentists and provides assistance in the area of purchasing, selling and merging practices.
AFTCO partnered with Northridge for a wide range of needs including branding, public website design and development, and application design and development.
The application developed for AFTCO is a Deal Management Intranet solution which was constructed to manage the entire dental transition “deal” portfolio, from inquiry to qualified lead to active deal transaction management. This deal portfolio management functionality features document management of all deal communications, proposals, contracts, and negotiations. For added communication management, Northridge developed a custom Microsoft Outlook plug-in enabling automatic record creation in the Outlook journal and for any email communications sent via the Deal Management Intranet solution to be saved in the user’s Outlook “Sent Items” folder. AFTCO analysts can also access the Deal Management Intranet’s business intelligence (BI) dashboards for process management information and activity queues. The Deal Management Intranet functionality also includes dental practice buyer/seller matching and practice transition legal forms processing. Beyond managing the active transition deals and aiding in ongoing process improvement, the Deal Management Intranet’s survey management tool auto-generates a survey to transaction participants 30 days post-deal closure for ongoing client satisfaction analysis.
In addition to the robust deal management functionality, the new AFTCO Intranet features custom marketing, communications, and human resources program management capabilities. The company also relies on the Intranet for content management of its public website, providing non-technical AFTCO personnel with the ability to update many areas of the public website including events, client testimonials, and career opportunities. The Intranet also features complete customer relationship management (CRM) functionality including database management of more than 210,000 dentist contacts, marketing campaign management, and third party marketing tool integrations. AFTCO Human Resources also leverages the company’s Intranet for on-demand audio/video training. Serving as an internal collaboration hub for AFTCO, the Intranet features opportunities to post announcements, share thought leadership, and join discussion forums.
The Intranet is now considered the single source of the truth for analysts, who rely on it for access to timely information and client data yielding analyst efficiency and corresponding increased deal volume, velocity, and client satisfaction. The Intranet’s usability has also yielded human resources benefits in recruiting and retaining top AFTCO analysts.
Northridge provides ongoing application development and support services for AFTCO as well as marketing and creative design services on an as-needed basis.