Professional Services
Ensuring your success,
every step of the way
You will always have exceptional service when you are a Foundant client, and for those times when you need a little more help and support, we offer a breadth of professional services.
Implement
Build
Scale
We are committed our clients’ success
“Foundant has enabled us to run five different grants processes nearly paperless (and sometimes simultaneously!) with a staff of one. Without Foundant’s exceptional customer service and support this would be a daunting challenge at best. We did a lot of research before choosing Foundant and haven’t regretted the decision since.”
Katie Briggs, Laird Norton Family Foundation
Navigating your implementation
GLM and SLM only
Pre-Implementation Consult
When you’re not sure where to start, our team of experts will spend three focused sessions preparing you for a seamless and efficient implementation by mapping your workflows and drafting your applications in advance.
Post-Implementation Care Package
You will continue to have direct access to your delivery team for up to six months after your implementation is complete to support your continued success using the software.
Process Documentation
Ensure a seamless post implementation transition with organized documentation of workflows, system configurations, and key decisions made throughout your implementation, providing a single source of truth for your team.
Scoped Consulting Services
Not every challenge fits into a set package. Foundant’s Scoped Consulting Services allow for customized, expert-led solutions to address unique projects and strategic initiatives.
“We’ve had a lot of fun this year as we worked our way through implementation – so many themed lunches and cakes. We are still over the moon with CSuite! Everything just makes sense and is so well designed for the unique needs of a community foundation. It does everything your team promised it would – there’s not anything we feel was oversold or undelivered. So many spreadsheets have been out to pasture already because of CSuite and many more will be following!”
Jacquie Klotzbach, Community Foundation of Herkimer & Oneida Counties
Building on your success
Onsite Training
Onsite training
Receive tailored, in-person training from our experts right where you work.
Ideal for:
- New team members that missed the implementation training
- New features and functionality training to ensure your organization is optimizing the software
- Specific software training based on the needs of your organization related to unique workflows or complex processes
Regional Training
Regional training
We host multiple Regional Training events each year offering software training and peer networking.
What’s included:
- 2 Full days of product training
- Hands on training during working sessions
- Peer networking and best practices
Expert Assist Hours
Expert Assist hours
Save time and money by letting our software experts do the work for you.
How you use them:
- Site assessment
- Data optimization
- Standard report creation
- New feature setup and training
- Implementation work
“After taking the time to listen and understand our struggle, our Foundant expert clearly and succinctly explained the situation and the solutions she would implement. These included moving agency funds to the systems contra fund, cleaning up some of the old QuickBooks data and our fund segments. I highly recommend Foundant Expert Assist hours!“
Leeann Wright, Community Foundation of Pulaski County
Services to scale
All Products
New Administrator Training
We offer training designed to help new team members quickly get up to speed in the software, so your organization can keep moving forward.
GLM/SLM only
Interim Grant or Scholarship Manager
Our experts will step in as temporary administrators to keep Grant Lifecycle Manager or Scholarship Lifecycle Manager processes running smoothly until you find a long-term solution.
CommunitySuite only
Fractional Accounting Services
When your team needs reinforcements, we offer experienced accounting professionals who can step in to support or fully manage your CommunitySuite financial processes on an ongoing or temporary basis.
All Products
Site and Workflow Optimization
We will analyze your existing workflows, identify improvement areas, and help to create a more efficient, streamlined system that helps move you, your team, and your community forward.
ALL PRODUCTS
Scoped Consulting Services
Not every challenge fits into a set package. Foundant’s Scoped Consulting Services allow for customized, expert-led solutions to address unique projects and strategic initiatives.
Engagement Steps:
- Discovery and scoping call
- Proposal and estimate including timeline, deliverables and pricing
- Execution and delivery
- Review and knowledge transfer by providing documentation and final recommendations
“The Foundant trainers that led our New Administrator Training are true subject matter experts. They clearly explained the structure, function and benefits of SLM to new users. We were well supported throughout the training and well equipped to successfully use the software.”
Shawntae Burton, Community Foundation of the Mahoning Valley
Ready to find the solution built for you?
Join the over 4,000 clients using Foundant’s enterprise solutions supported by our commitment to collaborative development and exceptional client experience.
We’ll schedule a quick introduction call to learn more about your organization’s needs so that we can tailor your custom one-on-one demonstration.