Consulting Services

Our Consulting Team will provide expertise in the following:

  • Creating a Success Plan to meet the goals, objectives and success criteria required
  • Providing a best practices roadmap to implementation—including the key success factor elements that ensure rapid deployments and provide real value
  • Delivering cost effective approaches—our experienced consultants can ensure that your solution is deployed in a timely manner while transferring product knowledge to enable on-going success and adoption
  • Developing Work Management best practices for functional and operational workflow processes
  • Maximizing your results from AtTask
  • Leveraging the high value information your AtTask solution will be capturing on a regular basis

Technical and Application Consulting:

  • Integrate AtTask with critical systems such as ERP, HRM, CRM and Payroll (either SaaS or On-Premises)
  • Custom integration development work
  • Cloud-based integrations with Dell/Boomi
  • Custom API work to enhance and extend the value AtTask brings to the organization

A Proven Formula for Success

The Consulting Services Program is designed to deliver results and ensure rapid deployment. We create your Customer Success Plan by following a proven formula:

Realistic Scope
+ Right Skilled Resources
+ Achievable Timeline
= Success

An Expert Consulting and Education Services Team

Your consultant will work with you one-on-one to create a roadmap for a successful AtTask implementation—a structured approach that will ensure that your configuration meets your goals, objectives and success criteria. Think of your consultant as your guide, from start to finish.

In addition to the expert consultant, you will be assigned a Customer Success Representative (CSR) that will be your one point of contact to answer questions or guide you to the information you need for continued success.


Role Certification
Solution Architect PMP Certified, AtTask Certified
Project Manager PMP Certified, AtTask Certified
Sr. Consultant PMP Certified, AtTask Certified
Sr. Technical Consultant AtTask Certified, Integrations/Custom Development Expert
Consultant AtTask Certified