Automation Consultation

ThinkAutomation offers a vast automation workstation kitted with hundreds of tools to help you automate your business processes. If you haven’t got the time to build out your own custom workflows, or lack experience in using the tools, then we can help.

Setup support

You might already have a great tech team, who just need an overview on ThinkAutomation usage. In these instances, we can put our expert automation technicians at your disposal.

Our team has deep technical and industry knowledge, and can show you how to implement ThinkAutomation in accordance with best practices.

Custom configuration

If you’d prefer, we can install and configure ThinkAutomation on your behalf. This setup is shaped around your needs, with custom workflows that meet your specific automation objectives.

During setup, we can map ThinkAutomation to your database tables, integrate with your systems and connect with your required APIs – all while building the rules that will automate your processes.

Automation testing

We don’t just build – we test along every step of the way. This includes testing account message retrieval, testing trigger conditions and testing trigger actions.

Importantly, we complete this automation testing before deploying to your production servers. You’re guaranteed success from the first day of installation.

Documentation

Once ThinkAutomation is configured, it will do its job silently and uninterrupted in the background. But if you’d like to experiment with more workflows, we can provide you with help documentation.

This can be customised to your specific business and setup, including an overview of your existing deployment and checklists for workflow creation.

As your business evolves, so too might your automation needs. So, we can offer regular ThinkAutomation health checks to make sure you’re getting the most from your existing setup and workflows.

Account manager

From the moment you start your professional services journey with ThinkAutomation, we’ll give you a dedicated point of contact within the company.

Your account manager will be available to you via call, email, or even on-premise if needed. You get a consistent relationship with an in-house specialist, to look after your ongoing automation needs.

Audit existing setup

ThinkAutomation must be tailored to your organisation to get what you want from it. But with so many options available, we often find that customer setup isn’t as efficient as it could be.

So, we can review your ThinkAutomation deployment to offer recurring audits of your configuration, on whatever timeline works for you.

Identify opportunities to optimise

You might want to bring automation into more areas of your business. Perhaps you want to extend your existing workflows to include more actions, or perhaps you want to simplify.

Either way, we can conduct a needs reassessment and recommend tailored opportunities. We build out new processes, as well as fine-tuning your existing ones, for constant optimisation amid change.

Quarterly reviews

Our quarterly review process covers your ThinkAutomation deployment, overall solution, service feedback, roadmap, ongoing training, data analysis and future plans.

Each review takes a “past, present, future” approach. This provides a great opportunity to address issues, assess achievements and identify next steps.

ThinkAutomation comes to you strengthened by fifteen years of R&D. This represents many releases and much product enhancement. It also means that some customers are using installations of older editions. So, we can help with version migration.

Migrate custom configuration to current release

If you’re running an early edition of ThinkAutomation, (or even its first iteration Email2DB ), we can move you over to the current release with minimal disruption.

We can ensure that your existing setup – including triggers, actions and connected accounts – are all preserved and smoothly carried across into the new and improved edition.

Update your setup

We can progress as well as preserve. To help you optimise your ThinkAutomation setup, we can also fine-tune your existing configuration when we complete a version migration.

That could be adjusting workflows to include new actions and integrations, or pruning redundant steps. You get the same automation service you’re used to, but with the benefits of an updated offering.

Complete review and rebuild

Version migration often highlights a huge new range of opportunities for customers with legacy deployments. In these instances, we can offer a complete review and rebuild of your setup.

We’ll start from scratch, evaluating your needs and consulting on how ThinkAutomation can best meet them. From there, we can re-configure ThinkAutomation entirely for best possible results.

Sandbox environment

We can eliminate potential service interruption by testing your new ThinkAutomation setup in a secure environment before deployment.

Your accounts, triggers and new workflows are first tested in a development area. Only when satisfied of performance will we migrate your service to live production servers.

ThinkAutomation makes thousands of automated workflows and actions possible. That open-ended scale can be daunting for someone just starting out. So, our custom training helps you discover and master ThinkAutomation.

Remote web sessions

You might only want an overview of creating workflows, with guided instructions and some sample use cases to get you started.

In this instance, we can provide lighter web-based training. This is a great option for more technical users who only need a helping hand via online tutorial.

Onsite support

We can also visit you onsite to provide hands-on support. This can be a comprehensive training day, a quick-paced half day or a concentrated one to one masterclass.

Each onsite session is tailored to your company. We still provide an overarching outline of ThinkAutomation, but the workflows and actions covered are based on your group's specific needs.

Cross-company training

The tasks a finance team might automate differ from the automation needs of a help desk team. Sales and marketing will use automation differently than a HR team, or a programming team.

So, to help open automation up to your whole business, we can create different training courses for different departments.

Ongoing access to help

Help doesn’t end with your initial training session. As well as providing you with supporting training documentation, we’ll also check in with you for post-training follow-ups.

Plus, we have an inhouse team of technicians only ever a call or a message away. And, to help you help yourself, we also offer extensive ThinkAutomation help files as well as a busy user Community.

We provide ThinkAutomation customers with dedicated technical support, ongoing software upgrades and ever-improving product performance. To benefit, use our annual support and updates package.

All the latest functionality

We’re always growing ThinkAutomation’s functionality. With support and updates in place, you can download the latest updates the moment they become available.

This gives you ongoing access to every new release, every new available action and every new integration – at no additional cost.

Enhanced security and performance

Benefit from the latest bug fixes and patches. Our ever-strengthening security measures help safeguard you from malfunctions and performance lags.

By keeping ThinkAutomation up to date, you ensure optimum processing speed and the most robust infrastructure.

Access to expert technicians

We employ expert support technicians. If you run into technical difficulties with ThinkAutomation, our in-house specialists will guide you through the problem until we reach resolution.

Plus, you get to choose the channel that works for you. Be it over the telephone, via live chat, or through email, our automation pros are at hand to help.

Mission-critical support

For mission-critical installations, we can also provide 24/7/265 support, with a response time within just 1 hour.

And for further peace of mind, we can offer failover and redundancy to ensure that your automation service works uninterrupted and round the clock – even in the event of issues.

Scoping out your automation solution.

Discovery session

Identify automation opportunities

Product demo

Create an automation plan

Other services (click for more info)

BPA Implementation

Periodic Health Checks

ThinkAutomation Version Migration

ThinkAutomation Training

Product Support & Updates

Request an automation consultation

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