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Professional Services DRAFT

DRAFT. Preparation for making a page dedicated to describing professional services.

DRAFT, Under development

This page is new and currently under development. Its content may be incomplete.
Excluded from kb.dataself.com

Professional Services not included: DataSelf Corp. offers additional professional services outside of the ASMP to assist clients as desired. These services can cover any area of the DataSelf BI solution including training, customizations, installation of new releases and fixes, and other technical support. These services are quoted separately. – from old 2011 document

Contrast: Professional Services, Tech Support, support#dataself.com

DataSelf Analytics - Deployment Steps – Terminology used on that page

  • consulting services

  • DataSelf BI Infrastructure Certified Consultant x4

DataSelf Extended Support Plan

  • professional services (used 1 time) – “The following professional services are covered:””

  • No mention of a DS person or role!

Data Source Move/Upgrade

  • “DataSelf representative”

Internal Pages

DataSelf.com

https://www.dataself.com/pricing/ page has a lot of product info but zero mentions of “professional services”

This SMP describes the policies and procedures under which DataSelf Corp. (“DataSelf”) provides technical support services (“Support and Maintenance Services”) for its DataSelf Analytics software products (“Software”) to its customers (each, a “Customer”).


Support and Maintenance Services are provided by: • One-stop-shop live support: o Phone: 888-910-9802 x2 o Email: support@dataself.com o Business hours: 8am to 8pm EST (5am to 5pm PST), from Mon to Fri excluding US holidays o Response time within 1 week

PROFESSIONAL SERVICES (PS)*

DataSelf Certified Consultants are equipped to properly perform data testing, adjust the data extraction process, and train users. Without PS, we don't guarantee data accuracy.

I understand that the free trial doesn't include PS.

Boiler Plate from AI

Professional services offered by DS typically refer to a set of specialized consulting and support services designed to help clients optimize their use of DS software products or solutions. These services go beyond basic product licensing or subscription and focus on delivering value through tailored expertise, integration, and ongoing support. Here's a breakdown of common professional services offered:

1. Consulting Services

  • Business Analysis: Understanding the client’s specific needs, goals, and challenges to recommend the most suitable software solutions.

  • Solution Design & Architecture: Crafting custom solutions that align with business processes, including system architecture, workflows, and integrations.

  • Strategy & Roadmap Development: Helping clients plan the adoption of software in alignment with their long-term goals and technology strategy.

2. Implementation & Integration

  • Software Implementation: Deploying the software within the client’s environment, ensuring it functions correctly and is aligned with business needs.

  • System Integration: Ensuring that the software integrates smoothly with other systems and third-party tools the client is using.

  • Customization & Configuration: Tailoring the software’s functionality to meet specific business requirements, including custom features or user interfaces.

3. Training & Education

  • User Training: Offering end-user training to help clients’ teams effectively use the software.

  • Admin Training: Providing training for system administrators to manage and configure the software efficiently.

  • Workshops & Webinars: Hosting sessions to help clients understand new features, industry best practices, or advanced capabilities of the software.

4. Support & Maintenance

  • Technical Support: Offering ongoing help for troubleshooting, bug fixes, and resolving any issues related to the software.

  • Software Updates & Patches: Managing the delivery of regular updates to improve functionality, security, and performance.

  • Performance Monitoring: Proactively monitoring system performance to ensure it meets client expectations and resolves any emerging issues.

5. Managed Services

  • Cloud Hosting & Management: Providing cloud infrastructure for hosting the software and managing its operation.

  • Security & Compliance Services: Ensuring the software complies with industry regulations and is secure against cyber threats.

  • Backup & Disaster Recovery: Offering backup solutions and disaster recovery planning to protect data.

6. Custom Development & Enhancements

  • Custom Feature Development: Developing custom features or extensions that are unique to the client’s needs.

  • Software Upgrades: Helping clients upgrade to new versions of the software, including migrating data and adapting workflows.

7. Data Services

  • Data Migration: Assisting clients in moving their existing data to the new software platform, ensuring integrity and compatibility.

  • Analytics & Reporting: Developing customized reports, dashboards, and analytics to help clients leverage data for decision-making.

8. Project Management

  • Project Planning & Coordination: Ensuring that software deployment and integration projects are well-managed, on time, and within budget.

  • Change Management: Helping clients manage the organizational and operational changes that come with implementing new software.

These professional services are typically offered through a mix of in-house teams, third-party consultants, or managed service providers, and they can be customized to suit the unique requirements of each client. They are essential for ensuring the software is effectively utilized, delivering maximum return on investment, and supporting the client throughout the lifecycle of the product.

The qualifications of a software company’s professional services staff are crucial for ensuring that the services provided are of high quality, relevant, and effective. These professionals need to have a combination of technical expertise, domain knowledge, and experience with the specific software products they are supporting. Here's a breakdown of the qualifications and experience typically expected for such staff, including their familiarity with the company's software and supported ERP (Enterprise Resource Planning) systems:

1. Technical Expertise

  • Deep Knowledge of Company’s Software:

    • Staff should have extensive experience working with and understanding the company's software solutions, including advanced features, troubleshooting, and configuration.

    • Certification or training in the company's software products is often required to demonstrate expertise.

    • Ability to customize and configure the software to meet specific business needs.

  • Programming & Scripting Skills:

    • Experience in programming languages (e.g., Java, Python, JavaScript, SQL) for writing custom features, reports, integrations, or scripts within the software environment.

    • Familiarity with software APIs for integration with third-party tools and data sources.

  • Systems Integration & Architecture:

    • Expertise in integrating the company's software with other systems, including databases, legacy systems, cloud platforms, and third-party applications.

    • Strong understanding of system architecture to design scalable and secure solutions.

  • ERP System Knowledge:

    • Proficiency in working with ERP systems such as SAP, Oracle, Microsoft Dynamics, or other industry-specific ERPs.

    • Experience in implementing, configuring, and supporting ERP systems, including understanding key modules (e.g., Finance, HR, Supply Chain, Inventory) and their interactions with other business processes.

2. Business & Domain Knowledge

  • Industry Expertise:

    • Professionals should have an understanding of the industry in which the client operates, such as manufacturing, retail, finance, healthcare, etc.

    • They should be familiar with common business processes and challenges specific to the client's industry, allowing them to recommend and implement solutions that meet both technical and operational needs.

  • ERP Implementation & Business Process Knowledge:

    • Experience with ERP software, including a deep understanding of core business processes and how they are supported by ERP systems.

    • Knowledge of financial, supply chain, inventory, production, and human resource management functions within an ERP context.

    • Ability to align business requirements with ERP capabilities, ensuring a smooth system deployment and minimizing customization needs.

3. Experience with Software Deployment & Implementation

  • Project Management Skills:

    • Experience managing or participating in software deployment and implementation projects, including project scoping, planning, execution, and tracking.

    • Certification in project management methodologies (e.g., PMP, Agile, Scrum) may be required, ensuring efficient project delivery.

  • Software Configuration and Customization:

    • Proven ability to configure the software to meet the unique needs of each client, including adapting the software’s functionality to align with existing business workflows.

    • Expertise in creating custom solutions and modules within the software platform to address specific business requirements.

  • Data Migration & Integration:

    • Expertise in migrating data from legacy systems to new software, ensuring data accuracy and integrity.

    • Experience with ETL (Extract, Transform, Load) processes and data mapping to ensure smooth transitions and integrations with external systems.

4. Support & Troubleshooting

  • Technical Support Experience:

    • Demonstrated experience in providing technical support, including diagnosing and resolving issues, performing root cause analysis, and ensuring minimal system downtime.

    • Familiarity with troubleshooting tools, logs, and error reporting to quickly address problems.

  • Knowledge of Software Updates and Maintenance:

    • Familiarity with the company’s software update cycles, patch management, and handling software upgrades or migrations.

    • Ability to assess the impact of updates and guide clients on best practices for maintaining system stability and performance.

5. Communication and Customer-Facing Skills

  • Client Communication:

    • Strong communication skills to interact with clients, understand their needs, and explain complex technical concepts in clear, non-technical terms.

    • Ability to deliver presentations and training sessions to clients, whether through webinars, workshops, or on-site sessions.

  • Consultative Approach:

    • The ability to act as a trusted advisor, offering strategic guidance and recommendations tailored to the client’s business challenges and goals.

    • Expertise in change management to help clients adjust to new software systems and processes effectively.

6. Certifications and Continuous Learning

  • Software-Specific Certifications:

    • Many software companies offer certification programs for their products, and staff are often required or encouraged to obtain these certifications. Examples include certifications for CRM, ERP, cloud platforms, or specialized software features.

    • Examples: SAP Certified Application Associate, Oracle ERP Cloud Certification, Microsoft Certified: Dynamics 365 Fundamentals.

  • ERP-Specific Certifications:

    • Certifications specific to widely-used ERP systems are beneficial for professionals supporting ERP implementations.

    • Example: SAP Certified Application Associate, Oracle Certified Professional, Microsoft Dynamics 365 certifications.

  • Ongoing Education:

    • Regular participation in training programs, industry conferences, webinars, and certifications to stay up-to-date with new software features, industry best practices, and evolving technology trends.

7. Soft Skills

  • Problem-Solving & Analytical Thinking:

    • Ability to assess and understand complex client needs, identify root causes of issues, and propose optimal solutions.

  • Collaboration:

    • Ability to work effectively in cross-functional teams, whether with sales, product teams, or other departments within the software company.

  • Time Management & Multitasking:

    • Ability to manage multiple projects simultaneously and deliver on time while ensuring client satisfaction.

Summary:

The professional services staff of a software company should be highly skilled, with a combination of technical proficiency (in the company's software and ERP systems), industry knowledge, client management skills, and certifications. These qualifications ensure that the staff can effectively support clients throughout the software lifecycle—from implementation to training, troubleshooting, and ongoing support.

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