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Services & Support for ProcessPro

Services & Support 

Implementation Methodology

Our proven implementation methodology has successfully delivered hundreds of high-value ERP projects to our clients. Projects can vary in length and complexity based on the unique requirements of individual businesses and projects, with most taking between 6 and 9 months. ProcessPro has developed a flexible yet disciplined approach outlined below and will guide you through planning, implementation, and ongoing system utilization.

Typical Project Plan/Project Kickoff

This phase marks the beginning of the project and includes outlining roles and responsibilities, defining a communication plan, and identifying required hardware.

Business Environment Analysis

This includes a pre-implementation Analysis to ensure that your unique business requirements and opportunities for improvement are identified.

Business Process Review

A detailed review illustrates how your key business functions will work with our software, including data conversion and training plans.

Data Conversion and Customization

ProcessPro’s data conversion tools and expert training assistance allow you to manage the conversion of key data for your new system. Any unique changes to our software are identified and made.

Training and Testing

Training sessions are performed during the process, including performing transactions in your new system. ProcessPro experts assist with testing plans for converted data and unique configurations.

Go-Live and Post Go-Live Support

Once the software is live, we assist you in any last-minute training and adjustments, help you through your first month-end close, and transition your business to our support organization.

Post Go-Live Utilization Assessment

We will return to your organization to conduct a complete analysis of post go-live utilization and provide a comprehensive plan for ongoing utilization improvement.

IT Offerings

Cloud Hosting

If you are considering taking your business software to the cloud, ProcessPro provides one-stop cloud hosting services. We offer robust and secure Microsoft Cloud-based hosting, managed by our team of certified system engineers. Spend time serving your customers instead of maintaining your servers while at the same time significantly lowering your IT costs. If you’re looking for a flexible, cost-effective, and mobile solution, we’re here for you.

Turnkey Servers

If you’re looking for a new server for your business and plan to install ProcessPro, then the turnkey servers we offer represent the best value and convenience for your technology budget. Our server offerings are sized exactly to your business and include drive redundancy to protect your mission-critical data. Installation includes a Microsoft SQL Server and ProcessPro software configured and optimized according to best practices. Since our work doesn’t end with upfront configuration, we will assist you in connecting the server to your network and installing the ProcessPro instances on your PCs.

Managed IT Services

With Managed IT Services, your busy employees have one point of contact for immediate help with technical issues. Whether the issue is with ProcessPro software, the network, your SQL Server, or anything else, your concern is routed to one of our highly-trained and courteous staff. Scheduled server maintenance is also included for Microsoft updates and security patches, ProcessPro build update installation, and monitoring and management of your database backups.

Cloud Backup Solutions

Tired of rotating tapes or portable drives? Not confident if you can successfully restore your data in a crisis? ProcessPro can provide, manage and monitor a cloud backup solution for your servers. You’ll enjoy peace of mind knowing that you have an IT team securely managing and maintaining your backups.

Integration Services

Our software integration experts have years of experience connecting ProcessPro software to other business systems designed with your unique business needs in mind. As the developer, direct-seller, installer, and supporter of the software, we have special insight into best practices that will bring the software integration into complete alignment with your other business-critical systems. We can save you time, money, and headaches.

Infrastructure Planning/Consulting

When selecting the appropriate hardware infrastructure for your business, turn to the team at ProcessPro. Our great technical service starts long before the equipment is installed. We can provide a custom server design and a standardized list of equipment to guide your purchasing decisions. The chosen equipment will be fully compatible with ProcessPro software to allow for more effective, streamlined support and troubleshooting.

ProcessPro’s Available Maintenance and Support Plans


A dedicated Client Manager will provide industry-leading support and maintenance services alongside our client support team. In a personalized and friendly manner, they will work with you through all aspects of the implementation process and stay with you as your business transitions into post-implementation and ongoing support.

Highlights include:
• New software releases and updates

• Help Desk access

• Self-service internet support

• User forum utilization

• Remote system access capability


Your dedicated Client Manager will provide the highlights of the ProductAdvantage plan and ensure you receive premium benefits as this plan goes above and beyond the offerings of other vendors by delivering services that most software companies specifically exclude.

Key advantages include:
All benefits included with the ProductAdvantage plan, plus

• Installation of updates

• System and network consulting

• Data recovery assistance

• User conference discount

• Unlimited web-based video training

• Priority issue resolution

Customized SupportProcessPro will gladly tailor a support and maintenance plan that meets your company’s unique business needs.

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