ClarifyOffice Implementation

Get Your ClarifyOffice 5.0 Solution Up and Running…Fast

  • Want to be up and running yesterday?
  • Want it customized to fit YOUR business?
  • Want extra help or someone to do the work for you?

The Help You Want Now

In most cases, ClarifyOffice 5.0 is easy to set up and does not require significant time, training or special skills. In cases where time is short or you're not quite sure how to maximize your solution, Clarify's Professional Services team is there to help.

Our network of trained Certified Consultants can customize, implement, and deploy your ClarifyOffice solution in hours, not days or weeks. Our GuideAssist™ and TotalAssist™ programs offer you the option of personal one-on-one assistance or full-service set-up services to help you stay focused on your business and stay within budget. Consultants learn your business, identify your bottlenecks and work hand-in-hand with you to custom-tailor your ClarifyOffice solution to implement your unique business rules, streamline processes, train your team and optimize performance to fit your specific business objectives.  

Flexible Programs to Fit Your Unique Requirements:

    GuideAssist™

    You do the work. We help. A Certified Consultant guides you step-by-step while you perform the customization tasks. For more limited budgets, this option allows you to maximize an expert’s time and skills while controlling costs.

    TotalAssist™

    We do the work. A Certified Consultant manages the customization and implementation process from start to finish. He or she analyzes your business rules and bottlenecks, maps out a documented plan, and customizes and implements your solution for you. This option is the least time intensive.

GuideAssist™

TotalAssist™

  • One-on-One Consultant Guided Set Up
  • 90-Minute Business Consultation
  • Customized Task List & Set-up Guide
  • Two Consultant Follow-Up Calls
  • Clarify Certified Expertise
  • Single Point of Contact (Toll-Free)
  • Extended Hours (Incl. Weekends)
  • Predictable Flat-Rate Pricing
Starting at: $495 (up to 5 users)
  • Full-Service Set-up 
  • Complete Work-Flow Analysis
  • Strategic and Process Consulting
  • Customization Specification
  • Complete Implementation & Data Import
  • Testing and Revision Deployment
  • Custom Training
  • Predictable Flat-Rate Pricing
Starting at: $1,495


Services Include:

  • Project Management - Allows you to stay focused on your business while someone else does the work. Ensures proper planning, implementation, training and optimization.

  • Strategic Guidance - Consultant expertise ensures you maximize your Clarify Office 5.0 solution with streamlined business rules that eliminate bottlenecks , automate more processs, and improve productivity.

  • Work-Flow Analysis & Project Plan - A Clarify Certified Consultant (CCC) listens to your most pressing needs, helps identify key bottlenecks and outlines new and enhanced business rules to streamline your most critical processes.

  • ClarifyOffice 5.0 Customization - Once you approve of the new business rules compiled by your Clarify Consultant, he or she begins and manages the customization and implementation process for you, apprising you along the way and engaging you as needed. You continue uninterrupted with your regular work-day, enjoying the peace-of-mind that a professional is handling it all for you.

  • Multi-User Configuration – No matter what your size or the number of users in your organization, Clarify can manage every aspect of your team’s implementation.

  • Systems Integration - Through Clarify’s extensive SOAP API’s, clients and their developers are able to integrate other internal or third-party applications into the Office 5.0 platform, delivering integrated solutions that function seamlessly between one or more vendors or service providers.

  • Training & Support – No initiative is complete without proper training. Your Clarify Consultant can design a custom training curriculum to help you and your team get up to speed quickly with the know-how and confidence to immediately improve performance. Custom training workshops are conducted through convenient web conferencing sessions accompanied with your customized hard-copy manual for ongoing reference.

Next Steps

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