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Compare advanced support and managed services options

Advanced support provided one-on-one by a dedicated expert, aligned with your organization’s priorities and objectives.


12 hours / year
3 hours / quarter
1 hour / month


24 hours / year
6 hours / quarter
2 hours / month


48 hours / year
12 hours / quarter
4 hours / month


96 hours / year
24 hours / quarter
8 hours / month

Advanced support consulting options

Align your hours with your objectives:

Speech bubble icon on an orange background
Check-in calls with your consultant to review goals, open cases or defects
Webinar computer icon on a green background
Webinars to review system updates 
Configuration settings cogs icon on a yellow background
Configuration enhancements to forms and features
Data import cloud icon on a blue background
Data import services
Reports bar graph icon on a yellow background
Creating and updating reports
Documentation clipboard icon on an orange background
Documenting configuration changes 
User manual icon on a green background
Maintaining an end-user manual
Merge icon featuring two duplicate users merging on an orange background
Identifying and merging duplicate clients 
Validation stamp icon on an orange background
Checking data validation and reviewing with end-users
Opportunities light bulb icon on a yellow background
Audits to identify areas for improvement

Managed services + system administrator package 

Specialized, proactive services provided by an expert who becomes like a member of your organization’s team.


  • 200 hours/year
  • 50 hours/quarter
  • 16.7 hours/month

Extra services available

Expand Basic System Admin in 50 hours/quarter blocks

  • Check-in calls
  • User maintenance
  • Running reports
  • Monitoring performance
  • Running report audits
  • Annual health checks

Contact us to learn more about
support packages.