Our consultant was terrific.
He immediately understood what we needed
and implemented our most complex processes
almost as quickly as we could define them.

– Steve Bradley, MVTS Technologies

We offer a full range of consulting services to suit every situation. We recommend a minimum of 3-5 days of consulting services for a new implementation.

Customers can choose from among the services below, which include everything needed to design, install, configure, and train employees for a successful implementation:


Needs Analysis Review of Current Processes
Analysis of Your Business Needs
Preparation of Detailed Specification for Implementation
Installation Software Installation
Network Configuration
Automatic Backup Configuration
Redundant Server Configuration
Customization Dynamic Data Modeling
Custom Tables
Custom Relationships Between Tables
Custom Fields
Custom Business Processes
Custom Business Rules and Actions
Custom Workflows
Custom Look and Feel
Custom Color Schemes, Fonts, and Logos
Custom Staff Home Page Design
Custom End User Interface Design
Custom Business Teams and Security
Custom Teams
Custom Groups
Custom Access Permissions
Custom Reporting
Custom Charts and Dashboards
Custom Reports
Data Import Cleanup of Existing Exported Data Files
Import and Cleanup of Data in Agiloft
Setup of Scheduled Import of Data for Synchronization
Integration LDAP/Active Directory Integration
Single Sign-on Integration
Email Integration
Backend System Integration
Followup Staff Training
Administrator Training
Assisting with ROI Analysis Assistance
User-Requested Changes After Initial Rollout
Custom System Maintenance Documentation

For further details, please contact Agiloft Sales at 650-587-8615, extension 1. For pricing details, see our Pricing page.