Professional Services & Customer Support

At ProcessUnity, our customers’ success is paramount to the success of our company. We focus on each customer to ensure they maximize their investment in our risk and compliance solutions.

Quick Start Implementations

New ProcessUnity customers can take advantage of “Quick Start” services packages designed to get programs up and running as quickly as possible. Our team handles initial system setup, configuration and data load, while focusing on customer enablement and providing training and guidance along the way. ProcessUnity offers three Quick Start packages (small, medium and large) to support organizations of all sizes and program complexity.

Customer Support Desk

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

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Professional Services Engagements

Our team can help you with both large- and small-scale improvements to your risk and compliance programs. Our services packages are available based on an agreed-upon statement of work or as a pre-paid bundle of hours. We can project-manage large and/or complex requirements or help with everyday tasks including reporting, data manipulation, integration to other systems and systems administration.

Assurance Services

ProcessUnity Assurance Services is the easy and reliable way to extend your team without adding staff. Out 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.


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 risk and compliance programs. Designed to be completed within 30 days, a Health Check is equal parts evaluation and enhancement – our experts identify areas to strengthen your program and then quickly put recommended changes into effect.

Connectors & Add Ons

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

Get in Touch

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