Professional services


Success is a formula

We work globally, regardless of scale, language, or process complexity. Distributed across North America, Europe, the Middle East and Africa, our team of in-house experts will see your needs delivered.


Professional services

We have a wide range of professional services geared toward the different stages of engagement. Our in-house professional service teams will support you at every step starting before development, continuing through system implementation, and after deployment.  So how do we work with you?

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Deployment and Implementation

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Platform Training and Onboarding

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Essential and Premium Support

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Connect with experts
Nobody knows SmartSimple Cloud better. Work with us to help you achieve your business goals, automate your processes, and realize your mission.


How we work with you

We understand that your needs are unique.  To ensure that your SmartSimple Cloud solution fits your unique needs we follow an engagement methodology that has been refined over 20 years that maximizes the chance of project success.


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Before deployment

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Understanding your needs
Before any features are configured, we dig deep into your organization’s processes to capture your key procedures and configuration needs.  This can be performed on-site or remotely

Outlining your plans
We create a detailed plan of action that you approve before we start. This ensures you understand exactly what modules will comprise your solution, and how your system will be configured.

Trust and experience
SmartSimple Cloud touts unrivaled flexibility. Trust our team to guide your transformation and automate your processes with our proven strategies, powerful tools, and years of experience.

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During deployment


Project management
We aim to find the right balance between configuration efficiency and allowing our partners to work at their own pace during the implementation phase. We use a combination of waterfall and agile project management techniques to do this. Using this approach ensures we are never late with a project and that little downtime occurs.

System training
We offer a blended learning methodology that comprises in-person training, remote training, and self-paced training. You choose one or a combined learning approach that matches your training goals, learning style, and budget.

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Working to your deadlines
Sometimes projects have short timelines. Regardless of how tight your deadline we can start immediately and can work to your schedule.

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After deployment


Community support
Once your system is deployed, the day-to-day support of your solution will be provided by our Community Support team. Standard support and access to this team are included with your user fees. Premium, dedicated support, is also available.

System & security reviews
All tools and technologies need tune-ups and calibration from time to time.  Your system can be reviewed at specific intervals to ensure it remains optimized and secure.  These reviews can include functional reviews as well as security reviews.

Partners in success
Clients come to SmartSimple for the technology but stay for the relationship.

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A community of changemakers

We’ve implemented tailored solutions for and supported many happy clients across lots of different sizes, sectors and countries.