OnLegal Implementation Services
We offer a range of different implementation services for OnLegal, ranging from simple Quick Start Implementations to Bespoke Implementations where custom development is required.
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Every organisation we work with is different & has different requirements. Some require custom integrations with legacy systems, some have complex data migration requirements, some want to achieve something unique that solves a specific problem. We can help no matter the requirement.
Data Migration from a Legacy CRM
Many of the implementation projects we take on include some form of data migration from a legacy system.
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We can help no matter the requirement, however complex data migrations from one or more system do require additional time to undertake & therefore additional implementation resources and budget.
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If you have a complex data migration requirement we can undertake an analysis in order to come to an estimate around time & resource required to deliver the migration.
OnLegal Integrations
Salesforce can be integrated with many other systems & technologies, either via standard connectors, middleware (such as MuleSoft), or via custom API development.
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We can help no matter the integration requirement & have prior integration experience with Finance Systems, Identity Management System, Oracle Databases, Microsoft Exchange, Mitel, FormAssembly, FormStack, DocuSign etc
User Training & Support
We support Institutions with a number of different User Training & Support options.
Our Implementation team can undertake OnLegal & Salesforce training via classroom style training sessions, train the trainer, or even custom training videos that we provide at the point of use inside OnLegal.
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Bespoke training plans can be develop where needed for teams or team members & we also support with advice & guidance over Salesforce Trailhead Training.
