Implementation Services


BOSS Solutions will get you up and running quickly with our team of experts. Our approach to product implementation is to work with the customer to design a solution tailored to specifically tailored to your needs and objectives. Our methodology ensures the use cases and capabilities that are most important to your business are correctly deployed, resulting in faster time to achieve the desired results. Our implementation process is outlined below and if required can be modified during the kick off meeting.


Our process starts with a Project Kick off, review and planning meeting with stakeholders to understand the project goals, timelines and identify team members from both sides. This meeting can be conducted onsite or online and we would review requirements and processes, match solutions with needs and identify resource needs from both sides. A project plan will be drawn with project execution, tasks & time lines.

Implementation Graphic for BOSS Solutions
Implementation Phase 1 Graphic for BOSS Solutions


In this phase we will set up the production and test environment and configure the system to meet your requirements. Once the plan is set, a weekly project review meeting is held to gauge progress, apply any modifications and make adjustments to meet desired timelines. The BOSS team will provision the application and train admins to set up the configuration. We prefer having the Customer team take up as much of the configuration as possible as it will equip your team to be more effective in making configuration changes going forward.


We will help implement the service management process with the service catalog. This will be based on customer goals, processes and level of automation required. Tasks addressed include Service Level Management, Service Catalogs, Knowledge Management, Routing, Email Notifications, Email Postboxes / Mailboxes (Email2Ticket) and Reports.

Implementation Phase 2 Graphic for BOSS Solutions
Go Live Graphic for BOSS Solutions


Run the BOSS Solution in parallel to the current system and verify data for accuracy if client requests. Then Go Live!

  • Boca Raton Florida
  • Forsyth County North Carolina
  • State of Georgia
  • City of Monterey
  • Turnkey Network Solutions
  • Mobile Area Water and Sewer System
  • City of Marietta
  • The City of San Marcos
  • North Carolina Agriculture
  • City of Winter Park Florida
  • Holt of California CAT
  • AAA American Automobile Association
  • Vectren
  • Hooters
  • Vectren
  • Grady Hospital
  • Sun Solutions
  • Tampa Bay Water
  • Save Mart Supermarkets

What our users say

Read our reviews on  Capterra