The TeamDynamix Professional Services team has been onsite at hundreds of organizations throughout North America. They understand the world of nonprofits and know 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.


Phase 1A – Access

“What does good look like?” The team will work with you to conduct an evaluation of current and future processes, service levels, workflows and defined success metrics. This is an important step as it is used to align the project roll-out to your strategy and vision. This allows us to deliver an end solution that helps to drive the strategic value of IT.

Phase 2A – Configure

“Alignment to 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. 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.


Phase 3A – Transfer

“Organization Readiness.” 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 documentation around 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, 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 as an opportunity to calibrate and fine-tune the solution as it goes into production.


Phase 1B – Optimize

“How’s it going?” 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.

Phase 2B – Normalize

“Your new normal.” 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 become part of your DNA.

Professional Services can stay with you well into the future with our Managed Services offering. We can be part of your team and extend the value of TeamDynamix to help you get the most out of your investment.