Customer Tools

Professional Services & Customer Support

At ProcessUnity, our customers’ success is our success. We focus on each customer to ensure they maximize their investment in our risk management solutions.

Professional Services

Our team can help you with both large- and small-scale improvements to your risk management programs. We can project-manage large and/or complex requirements or help with tasks including:

  • Reporting
  • Data manipulation
  • Integration to other systems
  • Systems administration
  • System setup and configuration
  • Customer enablement
  • Data load


ProcessUnity offers multiple implementation approaches for organizations of varying size and complexity. For teams looking to complete discrete company functions, we offer pre-configured solutions including our TPRM Best Practices Program and Cybersecurity Performance Management. For more specialized implementations, we offer the full configuration services, which enables your team to create made-for-purpose functions and workflows.

During the sales cycle, our experts will determine which solution is the best fit for your organization and will help your team decide which implementation approach will fulfill your needs. Approaches include the following:

  • Enablement: ProcessUnity experts guide the customer through the process of configuring their own platform instance.
  • Configuration: Experts configure the implementation for the client.
  • Blended: Experts collaborate with the customer to optimize implementation while enabling admins for ongoing configuration.

Assurance Services

ProcessUnity Assurance Services is the easy and reliable way to extend your team without adding staff. Our team of Assurance Services consultants is available to assist you with user administration, report creation, application configuration, data loading and more. We’ll assist in the management of your platform so you can focus on program results.


Extend your ProcessUnity implementation with our catalog of connectors and integrations. These platform enhancements enable customers to build powerful workflows, integrate with other systems, add capabilities to existing solutions, and more.

Health Check

ProcessUnity’s Health Check program is a short-term, fixed-price service engagement that combines today’s best practices with our newest technologies to reinvigorate your platform implementation. Designed to be completed within 30 days, a Health Check is a series of evaluations and recommendations that put your team in touch with the health of your program and indicate where you should prioritize remediation efforts.

Customer Support

ProcessUnity includes customer support with all solution subscriptions. Our global support team is at the ready to answer general questions or help you troubleshoot via phone, email or our Customer Support Portal.

Need immediate help? Click here to contact Customer Support now.