Professional Services & Success Packages

Professional Services are available for customers who want hands-on help, deeper analysis, or dedicated time beyond what’s included with the software servicing fee.

This page explains:

• What Professional Services are

• Common ways customers use them

• How Success Packages work

• Pricing and usage details

What Are Professional Services?

Professional Services are project-based or consultative services that go beyond day-to-day account and software support.

They are typically used when customers want:

• Help designing or improving processes using best practices

• Dedicated time for analysis, planning, or optimization

• Our team to complete work on their behalf to save internal time

• Support for larger or more complex initiatives

Professional Services complement included support but are not required to use the software effectively.

Common Uses of Professional Services

Customers often use Professional Services for:

• Process reviews and workflow design

• Automation setup or optimization

• Data audits, cleanup, or structured analysis

• Rate increase planning or execution

• Large configuration changes or migrations

• Custom SOP or documentation development

• Projects that would otherwise require internal staff time

If a request requires extended hands-on work, planning, or execution, it is typically handled as Professional Services.

How Professional Services Are Priced

Professional Services are billed at:

$150 per hour

Hours are tracked based on time spent by our team working on your request or project.

Before work begins, we will confirm:

• The scope of work

• Estimated hours

• How hours will be applied

What Are Success Packages?

Success Packages allow customers to purchase Professional Services hours in advance at a discounted rate.

They are designed for customers who:

• Regularly request project-based or consultative support

• Want predictable access to Professional Services

• Prefer to plan and budget ahead

• Want savings compared to one-off hourly billing

Available Success Packages

• 5-Hour Success Package
  $600 ($120/hour)

• 10-Hour Success Package
  $1,100 ($110/hour)

Success Packages provide a discounted hourly rate compared to standard Professional Services pricing.

How Success Packages Are Used

• Hours can be applied to any Professional Services work

• Work is scheduled in coordination with your Account Manager

• Hours are deducted as work is completed

• You’ll receive updates on hours used and remaining

Success Packages are flexible and can be used across multiple projects.

How Long Are Success Package Hours Valid?

Success Package hours are valid for 12 months from the date of purchase.

Any unused hours expire at the end of the 12-month period.

How to Get Started

If you’re interested in Professional Services or Success Packages:

• Reach out to Support to start the conversation 

• Or contact your Account Manager

We’ll help determine the best approach based on your goals and needs.

Frequently Asked Questions

Is Professional Services included with my software servicing fee?

No. Professional Services are separate from the support offered as part of your software servicing fee and are billed hourly or through Success Packages.

Do I need a Success Package to use Professional Services?

No. Professional Services can be purchased on an hourly basis at $150/hour. Success Packages are optional and provide discounted rates.

How do I know if something is Professional Services?

If a request requires extended hands-on work, planning, analysis, or execution beyond standard support, it is typically Professional Services. If you’re unsure, we’ll help clarify before any work begins.

Can I use Success Package hours for multiple projects?

Yes. Hours can be used across multiple Professional Services requests.

How do I track my remaining hours?

We provide updates on hours used and remaining and can share this information upon request.

What happens if I need more hours?

Additional hours can be purchased at any time, either as standard Professional Services or through another Success Package.