What to expect

How it works: 6 steps to Managed Service

1. Managed Service Discovery Workshop

To make sure you get the right services, we first work with you to conduct a workshop. This takes one-two days based on your requirements.

On the day, our consultants will scope out what you need, how much it will cost, and advise you how to get the best out of the service.

2. Playback meeting

Post workshop, we'll share a detailed analysis and CRM roadmap. This will map out the work that we’ll cover against your needs.

3. Onboarding and training

We’ll onboard and train users on how Managed Service works, what’s included and how to raise cases.

How it works

4. Raise a case

From here, you’ll be able to raise a case with the Managed Service team via email, case portal, or over the phone. You’ll get the option to allow all users to raise a case or select authorized contacts to raise them.

5. We triage your case

Once you’ve raised a case, the Managed Service team will classify the work. For more complicated requests we may need to chat to you about the best way to get the work sorted.

6. Talk about priorities and set meetings

Weekly check-ins: We’ll make sure the plan is delivered and your teams are kept in the loop by holding weekly check-ins. Here you’ll get an update on progress, stats on the number of cases raised each week, and a review of the time you’ve used.

Monthly meetings: We’ll discuss the progress we’ve made on your cases and review any other work to be prioritized for the next month.

Quarterly meetings: Here we’ll review the service and agree on the focus for the next quarter.