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Professional Services

Calyx® offers a full range of professional services, based on our proven implementation methodology, to help you maximize the value of Calyx in your environment. Professional Services enables efficient and rapid deployment of software and provides proactive consultative support for configuration, deployment and optimization. These services are delivered by using a combination of proven tools, technical experts, best practices and customer service knowledge.

Set your business up for future success

Professional Services works with organizations to understand their unique business needs. We help build, support and maintain the infrastructure that businesses rely on to compete

Here's a sample of what we can do to assist you:

  • Increase productivity by setting up your PointCentral® custom forms and rules management
  • Take control of compliance issues with zero tolerance fields, set up proper permissions for user groups, audit trails and upgrade policies
  • Boost effectiveness by deploying PointCentral in a multi-branch environment
  • Plan for the future by developing and maintaining multiple template sets for centralized control and rapid download to all clients
  • Enhance users' productivity by educating them on how to make the most of PointCentral, allowing for a smoother and faster workflow
  • Decrease cost with hands-on instruction and education, allowing you to speed up orientation and implementation time
  • Expand possibilities and achieve results through a well-designed and efficient assistance migrating data from Point or other legacy
    systems into PointCentral

These types of engagements involve expert-level consulting and training by our experienced senior staff. We custom fit our analysis to your business including on-site consultation to ensure that you get the most out of your Calyx investment.

Professional Services/Consultation Cancellation Policy

We understand that occasionally a client may need to cancel or change a private consultation that is already scheduled and paid for.
On-site consultation:

  • One week or more in advance:
    Clients may re-schedule with the understanding that they will likely incur additional travel fees (we book the most affordable fares/fees with the client in mind; those fares are often non-refundable and require sizable change fees).
    Clients may cancel with no re-schedule and Calyx will refund 75% of the consultation fee.

  • Less than one week in advance/24 hours in advance:
    Clients may re-schedule with the understanding that they will likely incur additional travel fees (we book the most affordable fares/fees with the client in mind; those fares are often non-refundable and require sizable change fees).
    Clients may cancel with no re-schedule and Calyx will refund 75% of the consultation fee.

  • Less than 24 hours in advance/consultant has already arrived:
    Clients may re-schedule, again with the understanding that they will likely incur additional travel fees.
    With no re-schedule, client forfeits the consultation fee and all other invoiced expenses.
    Consultant will have the option of either staying in the city and returning as ticketed or paying the change fee and returning whenever they choose.

We understand that occasionally a client may need to cancel or change a private consultation that is already scheduled and paid for.
On-line consultation:

  • One week or more in advance:
    Clients may re-schedule based on availability of consultant.
    Clients may cancel with no re-schedule and Calyx will refund 75% of the consultation fee.

  • Less than one week-24 hours in advance:
    Clients may re-schedule based on availability of consultant.
    With no re-schedule, Calyx will refund 50% of the consultation fee.

  • Less than 24 hours in advance:
    Clients may re-schedule based on availability of consultant.
    With no re-schedule, client forfeits the entire consultation fee.
Call 800-362-2599 to set your business up for future success!

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