Managed Consulting

Leverage application expertise from a partner you trust

Professional Services Delivered with Exceptional Service

Our post-implementation services are designed to provide you with an extra set of hands and inject an application expert into your team to optimize and fine tune your system and generate the results you expected.

Our Solution Consultants bring practical business experience and valuable insight as a result of delivering hundreds of projects over the course of their career. Tackle whatever needs to be done on either a short or long term basis.

Managed Consulting Services

System Audits & Assessment

Assess your current system configuration and identify gaps and areas for improvement; Review reporting requirements and the impact of new legislation or changes in company policies.

Process Review & Optimization

Ensure proper utilization of available functionality; identify and deploy necessary changes; configure future phase project requirements; complete any add-on module implementations.

Implement New Features

Review, discuss, plan, configure, deploy, test and train your team on new features and system enhancements.

Personalized Training

Deliver end-user training as face-to-face or remote sessions in either modular or whole lesson format. An experienced Solutions Consultant will deliver the training.

Report Writing/Dashboards

Analyze company requirements to identify gaps between standard reports and executive requirements. Review system configuration to ensure field requirements are defined properly.

Integration Support

Review and edit existing integrations or construct data maps for one-time or continuous data uploads.

System Administration

Maintain system, perform field updates, content design, and other updates; Maintain system accounts, add user accounts, unlock & reset accounts, and set access restrictions.

Advanced Workflow Configuration

Configure and deploy new or existing workflows with required business process logic and approval requirements.

Open Enrollment Assistance

Provide an extra set of hands to set up plans, push out to self-service, communicate with employees, monitor enrollment status and ensure enrollment data gets to your carriers.

Customer Testimonials

Michael Fale

MorphoTrust USA

The solutions consultant was the extra pair of hands we needed and shared her experience of implementing SilkRoad suite to our unique situation.

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