Service

SaaS Implementation Support

About

Adopting new technology can be challenging and time-consuming. Implementing a new tool requires familiarity with the technology and an understanding of different workflows to customize it to your needs. We provide support to help implement SaaS tech tools that we endorse, or have partnered with.

Who is this for?

Growing, medium and large sized businesses that are are experiencing problems with

Teams working in silos with limited information sharing and communication
Teams that are stretched to capacity and don't have the time to implement technology effectively
Teams losing track of work, making the urgency of implementing a new tool critical
Technology that is not being used to its full potential which reduces the ROI of often expensive tools.
Technology that is not being used to its full potential which reduces the ROI of often expensive tools.

Book an exploratory callBook a call with us to find out if this is right for you

How we conduct

SaaS Implementation Support

Discover

We conduct workshops with teams to understand how and with which platforms they do their daily work. We help map workflows to be set up on the respective systems. After each workflow, we record a video for future reference on how that workflow works.

Design

We take the mapped workflows from our workshops and create new, customized maps and workflows. These new designs aim to overcome current operational inefficiencies and improve collaboration. We focus on tailoring the workflows to fit the unique needs of your organization, ensuring that they streamline processes, enhance communication, and maximize the use of the implemented technology.

Implement

We configure the chosen SaaS tools according to the agreed workflows, integrate them with existing systems, and ensure that all team members are trained in using the new setups effectively. Our goal is to minimize disruption and maximize the benefits of the new technology, ensuring that your organization experiences immediate improvements in efficiency and collaboration.

Migrate

Our dedicated team collaborates closely with your staff to ensure a seamless and efficient migration of existing data into the new and improved system setup.

Why this is right for you

If your organization struggles with siloed teams, lacks effective communication, or faces challenges in keeping track of work, our SaaS implementation service is designed for you. We understand that adopting new technology can be daunting and time-consuming, which is why we offer comprehensive support to ensure a smooth transition. Our service helps you maximize the ROI of your tech tools by customizing workflows to fit your unique needs, ultimately enhancing efficiency and collaboration.

Lead a comfortable life while we take care of your finances.

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Don't just take our word for it,

this is what our Clients say

We strive to form long lasting relationships with our clients as their trusted advisors

Laurie Mauroon

Edge Growth Ventures | Digital Lead

The SAAS Jedi has been working with Edge Growth for over 2 years now. Stephen has been instrumental in migration of our workflow processes to Monday.com. The SAAS Jedi has also built a system (with Monday.com, SQL and Power BI) for us to create a DB of our many SME's financial data and use this for analysis.

It is great working with Stephen and his team as they not only understand technology but they understand the business and economic reasons for why the technology should be in a certain manner.