Consulting Services

You can expect the following service offerings:


Initial Assessment

• 1 hour
• No Charge
• By phone or one-on-one

During your initial assessment we:

1. Identify problems you are having with contact, email or calendar management referring to the Database Triangle.
2. Identify your Current System / Process.
3. Prepare a Statement of Work for Project including -
   • Scope
   • Estimate

Implementation

During implementation we:

1. Do Tool Configuration -
   
   • Data synchronization of contacts, email or calendar
   • Business work-flow management for follow up or template emails
   • Email management for spam filters, rules, labels or categories
2. Set up Devices -
3. Do Training -
   • New business system / process
   • Printed How to Guide
     

Follow-Up

After implementation we:

1. Offer adjustments
2. Answer questions