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. Our Customer Success Team is comprised of subject-matter experts, technology experts and ProcessUnity solution experts that use field-proven approaches and best practices refined through hundreds of implementations with organizations of all sizes and complexity. Our diverse set of services can get you up and running quickly, help you solve problems, train your team and work with you to extend your implementation as your program evolves.

Quick Start
Implementations
Customer
Support Desk
Professional Services
Engagements
Premium
Customer Support
Health
Check
Training &
Certification

Quick Start
Implementations

New ProcessUnity customers 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 issues via phone, email or our Customer Support Portal.

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 system administration. Learn more: Download the Professional Services Brochure.

Premium
Customer Support

Customers that require higher levels of support can upgrade to ProcessUnity’s Premium Customer Support offering. Customers with premium support receive a dedicated email address to log issues and priority response times from ProcessUnity. Our team provides assistance with basic application administration, troubleshooting and problem resolution, as well as helps with basic system configuration, reports, dashboards, notifications and user management. We’ll work directly with your application administrator to transfer knowledge and provide training when appropriate. Learn more: Download the Premium Support brochure.

Health
Check

ProcessUnity’s Health Check program is a short-term, fixed-price services 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. Learn more: Download the Health Check brochure.

Training &
Certification

Transform your team into ProcessUnity Platform and Solutions experts with ProcessUnity Training and Certification programs. Through a robust curriculum of instructor-led courses, ProcessUnity Training and Certification is designed to make customers and partners as knowledgeable as ProcessUnity’s own product experts. Our courses turn your team into power users, capable of advancing your governance, risk and compliance programs in-house. From in-person classes with hands-on labs, to private workshops, train-the-trainer and more, our catalog can be configured to deliver the exact courseware each customer or partner requires. Click here to learn more about ProcessUnity’s Training and Certification options.

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.

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Training & Enablement

Transform your team into ProcessUnity Platform and Solutions experts with ProcessUnity Training and Certification programs.

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