Customer Success Services

Implementation Packages

The impact of scheduling automation on your workforce operations and overall business can be huge.
To ensure success, Shiftboard offers multiple options to meet your needs.

Package 1: Enabled Implementation

For organizations with simple scheduling needs or who are experienced with scheduling automation and want to refine and rollout their own solution. Shiftboard provides education along with key implementation services to complement your expertise.

  • For one functional group
  • Project coordination
  • Requirements & process discovery
  • Baseline design recommendations
  • Comprehensive product training
  • Import of employee & control data
  • Testing support
  • User adoption support
  • Launch issues support
  • 30-day post-launch support

Package 2: Guided Implementation

For organizations new to scheduling automation or with sophisticated implementation needs, possibly across multiple groups. With this package, Shiftboard experts take the lead throughout the project to ensure your implementation is a success.

  • For up to two functional groups
  • Project management
  • Requirements & process discovery
  • Finalized design through agile workshops
  • Comprehensive product training
  • Import of employee & control data
  • Testing guidance, pre-defined test cases, and support
  • User adoption strategy with train the trainer session
  • Launch planning and execution support
  • 30-day post launch support

Additional Information:

  • – Onsite training and add-on services are an option at an additional charge

Support Options

Standard: Comprehensive support and training so you get the most out of Shiftboard.Included. Premium: Personalized services to achieve your business objectives.20% of annual subscription value.
Product Support (Phone / Email / Chat) 6AM -5PM PT Monday-Friday except holidays 24/7 support with hotline for critical issues
Severity-based SLA target response & resolution times. Standard Expedited
System Monitoring & Reporting 24-hour monitoring 24-hour monitoring & Up-time reporting
Online Solution Documentation Yes Yes
Shiftboard Academy Learning Pass Available at additional cost Yes
Strategic Quarterly Business Reviews No Yes
Named CSM for Training & Support No Yes

Additional Information:

  • – All subscription contract terms apply to chosen success package
  • – Remaining service hours do not roll-over from one contract term to the next
  • – Travel expenses for onsite training and services are in addition to stated fees