Looking for a Migration Magician?
No problem. Our implementation consultants and professional service wizards LOVE data migration. They’ll do the heavy lift to get you up and running on Simpro Premium ASAP
Start your journey with Simpro on the right foot
The Simpro Professional Services team is dedicated to your implementation success, with strategic solutions to set up and support you. Receive customized training and guidance to ensure a successful data migration and software implementation.
DATA MIGRATION and SYSTEM SETUP
Let Us Assess and Import Your Data in the Most Effective Way for Your Business
Don’t stress over data import and system setup. Our Simpro Implementation Consultants are trained to help you successfully transition your files and your operations to a new database in Simpro Premium.
WORKFLOW AND OPTIMIZATION CONSULTING
Our Professional Services Consultants Will Find Valuable Improvements
Make the most out of your software investment with customized consultations. As you reorganize business operations to best function in Simpro Premium, we’ll provide advice and support for report, form and database setup to aid in your success.
Service Offerings
Get up and running with Simpro in less time
Data and System Optimization
Operational processes, and the data needed to support them, differ for every company. We uncover the most efficient way to structure your Simpro setup and workflows to ensure you get the data quantity, quality, and structure needed to power your business.
This can include recommendations on how to set up your Simpro Premium build to import clean data from outside sources such as vendor catalogs, asset databases, or customer information, as well as custom data fields and reports.
We dig into the following:
- People cards and card files so that customers, sites, employees, vendors, contacts and contractors all sit in your Simpro Premium database
- Catalogs and prebuilds along with existing supplier price and invoice files so we can create a personalized vendor catalog in Simpro Premium
- BI Reporting customized reports and dashboards to allow you to track and analyse your data at a deeper level
Personalized Form Building
Unsure what types of forms you need in Simpro Premium and how to make them work for your business in the best way? Our professional services team builds your forms for jobs, quotes, or invoices with your unique workflows in mind and trains you how to use them in Simpro.
We dig into the following:
- Basic forms. Our team builds professional forms for your quotes or invoices so that you can provide a seamless customer experience
- Advanced or complex forms that handle larger amounts of data/fields for proposals, tenders, submissions with images, asset test reports and more.
- eForms. For those who are using this add on, we build professional forms that your team can access from the field via phone or tablet.
Automatic Feeds for Your Data
With the Data Feed add-on, we can set up automatic feeds to extract data from emails, attachments, and other business documents to create a corresponding action within your Simpro Premium build, so you can save time populating your quotes, jobs, vendor invoices or task details.
We dig into the following:
- Building an automatic feed to extract information from your email, attachment, or document
- Automating the creation of new quotes, leads, jobs, or purchase orders
Workflow Mapping
Our Implementation Consultants and Professional Services Team partners with your Simpro champion to define and setup existing or new workflows in your Simpro Premium build. Discover the immediate value of recognizing your workflows in your brand new Simpro software. Our experts will get you and your team thinking about how to streamline your processes while moving to Simpro to boost efficiency.
We dig into the following:
- We map your workflows by defining your unique components and requirements and also set them up in your Simpro Premium build
Pricing
Our professional services are custom designed and priced for every business. However, no matter which parts and pieces you’d like help with, you’ll always work closely with our trained (and friendly) professionals.
Contact us for more information.