What to expect from your Syvantis Technologies client success team

Author: Syvantis Team

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Published on

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Time to read: 6 min

Two pairs of hands assemble colorful cogs into a functioning line atop a cluttered work surface.

Hiring a consultant is no easy task. It starts with recognizing that your business has a problem to solve, a challenge to overcome, or an opportunity to pursue that requires expertise beyond what you currently have at your disposal.


The next step can be even more difficult: choosing the right consulting partner. With so many firms promising results, how do you know which one is the right fit? How can you be confident they'll understand your business, earn your trust, and deliver the outcomes you're looking for?


At Syvantis Technologies, the software itself is just one part of our consulting equation. While the right solution matters, we know the success or failure of a project often depends more on the people seeing it through.

That's why we've built our consulting approach around long-term partnerships. Every client works with a dedicated client success team that stays with them from the very first outreach all the way through implementation, go-live, and ongoing support.


Read on to learn more about working with us.


How we work together

No two organizations operate exactly alike, and neither should their implementation plans. It’s why we tailor every project flow to the unique goals, challenges, and processes of each client.


Our client partnership process is based around an iterative cycle of:


  • Discover
  • Design
  • Develop
  • Train & test
  • Refine

We apply this cycle to each component of your solution. As new learnings emerge through testing and user feedback, we revisit earlier stages to understand what went wrong and make adjustments. It’s not a rigidly linear implementation, but an agile process of continuous refinement that we conduct until every part of your solution is configured to work the way your business does.


Discover

Our discovery process begins from our very first conversation together. Through a series of collaborative discovery sessions—provided at no cost to you—we ask thoughtful questions about your business processes, revenue streams, technology, goals, and challenges while providing recommendations for best practices along the way.


We do this to understand the ins and outs of your business and all its end-to-end processes just as well as if we were working there ourselves.

Design

Using everything we’ve learned, we design a business solution tailored to your challenges and goals. That solution (or solutions) may involve new software, an overhaul of business processes, or both. Sometimes, the solution we recommend may not involve Syvantis at all.


If we believe another solution—even a different Microsoft Partner—is better suited to your objectives, we'll tell you. We'd rather see you solve your business challenges than sell you something that isn't the right fit.

Develop

With a clear plan in place, we configure and build a technical solution—for streamlining workflows, integrating systems, or migrating new technology—in a series of sprints that focuses on just one technical segment at a time.

Train & test

Training and testing tend to happen concurrently. As we build your solution, we provide education and guidance along the way to help you feel confident before launch. At the same time, we grant access to solution prototypes so you and your team can validate workflows, test real-world scenarios, and share feedback. 

Refine

We use your feedback to fine-tune configurations, optimize processes, and make other adjustments until the solution we’ve made fits your business like a perfect puzzle piece. If needed, we'll revisit earlier steps to continually improve upon the final result.

Go-live

Once each segment of the solution has been fully tested and approved by all parties, we launch your new system. Our team stays in close communication with you to make sure everything goes smoothly and that your users get up and running quickly. 

Support & consult

After go-live, we maintain our partnership with regular client success meetings. Through this ongoing collaboration, we help you adapt to changing business needs, improve processes, and stay apprised of release waves and other tech industry updates to continue getting the most out of your tech solutions.


This is just a snapshot of our process. Want more details?

What is a client success team?

When you aren’t utilizing your tech solutions to their full potential, every work task can feel like a swim against the current: way harder than it needs to be. And without a responsive, proactive Microsoft Partner to throw you a life preserver, you spend more time treading water than sailing toward growth. 


Successfully navigating the turbulent seas of ERP implementation or other technical projects requires a dependable crew committed to helping you reach your goals. At Syvantis, you’ll have the same dedicated client success team to keep your project on course through sales, implementation, and ongoing support.


Rather than handing you off from one siloed department to the next, we work as one team with a shared understanding of your business and your goals.


Who is on your client success team?

Over more than 25 years of consulting, we've perfected the composition of our project teams to deliver the best outcomes for our clients. Each client success team of consultants, programmers, project managers, accountants, and other Syvantis professionals brings together professionals with the right mix of practical industry experience, technical know-how, and business expertise to serve as a true extension of your organization.


Here are the key players you can expect to work with:

Client director—the navigator

Your client director provides strategic oversight of the relationship and serves as an executive sponsor for your account. Their primary focus is ensuring that Syvantis delivers value to your organization and that your technology investments align with your business objectives. While you may not work with them on a daily basis, they help steer the overall direction of the partnership and may step in when strategic guidance is needed.

Lead consultant—the first mate

Your lead consultant is your primary point of contact and trusted advisor throughout your journey with Syvantis. Acting as an extension of your business, they coordinate communication, manage requests, and keep projects on track.


Your lead consultant will:


  • Serve as the intake lead for new projects and support requests
  • Provide project estimates and quotes
  • Monitor open projects, cases, and ongoing initiatives
  • Coordinate resources across the Syvantis team
  • Facilitate regular client success meetings
  • Help identify opportunities to improve your systems and processes

Support team members—the crew

Behind every successful project is a team of specialists ready to lend their expertise. Depending on your needs, this may include developers, consultants, accountants, project managers, and other technical experts.


These team members may:


  • Assist with troubleshooting and support cases.
  • Develop custom solutions and integrations.
  • Provide technical recommendations.
  • Participate in project planning and review meetings.
  • Help implement new features and system enhancements.

When specialized knowledge is needed, your lead consultant will bring the right experts aboard.

You—the captain

While Syvantis provides the crew, you remain the captain of the ship. You know your business better than anyone, and your input helps guide priorities, goals, and decision-making. Your internal team plays an active role in the project, as well, testing to make sure things function as they should, so your Syvantis team can hone it all to your precise needs. 


The most successful projects are built on partnership, with your team and ours working together toward a shared destination.


What happens at a client success meeting?

As a Syvantis client, you'll be invited to participate in regularly scheduled one-on-one client success meetings with the same lead consultant who’s been with you since the beginning. These free sessions are designed to encourage consistent, proactive communication between us, so we’re there for you through both everyday successes and unexpected challenges.


Regular client success meetings keep everyone aligned on business goals long after the initial implementation. These conversations are part project review, part strategic planning session, so we can make sure your technology continues to support your business as it grows.


During each meeting, we’ll:


  • Review previous action items and ongoing initiatives.
  • Discuss upcoming business priorities, goals, and challenges.
  • Recommend relevant training courses from Syvantis Learn to help your team build technical skills and expertise.
  • Explore the latest Fast Classes.
  • Share important software releases and updates, webinars, and training resources.
  • Keep you informed of upcoming in-person events and networking opportunities.
  • Recommend blogs and other guides that align with your business needs and interests.
  • Align on next steps and establish action items for both your internal team and your Syvantis success team.

Client success is a journey, not a destination

At Syvantis, we take a long-term approach to client success. Technology is constantly evolving, and so are the needs of your business. That’s why our partnership doesn’t end when your project goes live.


New features are released, business priorities shift, regulations change, and opportunities for improvement continue to emerge. We work alongside our clients through every stage, helping them adapt, optimize, and get the most value from their technology investment.


Ready to see what working with Syvantis is really like?