Implementation Services

We're Here To Support You.

TeamDynamix is a SaaS Cloud solution offering service and project management, with integration and workflow, together on one platform. The solution is easy to use, own, and operate – offering high flexibility & configuration without any coding or scripting. Use all of it, or part of it – depending upon your needs.

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TDX Implementation Approach

The TeamDynamix Professional Services team has been onsite at hundreds of organizations throughout North America. We understand the world of education, the public sector, and non-profits, knowing that for many, resources are constrained, which can stand in the way of achieving organizational goals.

Our methodology is grounded in the belief that we need to offer solutions that are easy to use, easy to own, and easy to operate. The implementation approach is broken down into distinct categories. 


With a fully configurable system, we do not need to engage in scripting or coding, which means that we can also build upon the initial workflows over time as you mature in your service delivery and helps us align our approach with your vision.

During this phase, we work with you to tailor the environment to meet your specific needs. We can leverage pre-configured workflows, introduce approaches used at other institutions, and take these starting points to help guide you.

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Knowledge transfer is one of the most critical steps in a technology deployment project. This goes beyond “pre-go-live” user training to include strategic planning and the documentation needed to support your specific implementation process.

We’ll cover everything from how to expand service delivery to departments outside of IT, including Facilities, Marketing, HR and more, to creating the right dashboards and analytics required to effectively communicate the value of the IT organization.


During the go-live phase, our Professional Services team will be right there with you. We will continue to manage the project, and consider this just another milestone in a broader initiative. This is an opportunity to calibrate and fine tune the solution as it goes into production.

Rest assured that this isn’t the end of the line, however. While reaching go-live is certainly noteworthy, your ultimate success with the solution will largely be defined by what comes next—specially optimizing the solution and normalizing its use within your organization for maximum effectiveness.




During this phase, we evaluate usage and adoption. We track performance and workflow effectiveness, and will work with you to calibrate and optimize the solution to fit into your daily operations. This is a standard and pivotal step in the project plan.

Our pre-go-live phases of implementation go a long way to ensuring a successful go-live, but we also know that’s not where your journey should end. By evaluating usage and adoption, we’re able to help make the adjustments necessary to ensure your long-term success.


Once optimized, the solution now becomes a core element in your day-to-day operations as it facilitates your processes and becomes a part of your culture. Using the solution strategically will soon become part of your DNA.

Professional Services can stay with you well into the future with our Value-Added Services packages as well. We can be part of your team and extend the value of TeamDynamix to help you get the most out of your investment.  Check our Services for Process Consulting & Value Added Packages.


TDX Academy is here to:


TDX Academy provides customers with a library of on-demand video tutorials offering useful tips on how to get the most out of TeamDynamix. Our Professional Services team is continually producing videos focused on addressing the most common questions and ideas generated by our user community.

TDX Academy is a valuable resource that will help you drive usage and adoption of the solution, which in turn will help you improve the overall customer experience. It’s a convenient way to expand your knowledge of the tool that you can leverage within your department—and beyond—down the road.

No Coding. No Scripting. No Hassles! 

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