Training & Consulting
Our consulting offering is a great fit if you’re looking for implementation assistance, in-depth help with analyzing your firm’s processes or getting an action plan to streamline your workflow. We offer both product-level and firm-level consulting to help you learn best practices, achieve the most effective software configuration, and more.
When you’re ready to implement Onvio—or even later once you’ve been using the Onvio products for a while—our consultants can guide you through the steps to a more efficient workflow and a faster realization of return on your investment.
The Structured Implementation
We’re ready to provide you with the tools you need during one or all of the six typical phases of a product implementation.
Analyze business workflow
We’ll evaluate your current workflow, and analyze where additional efficiencies can be gained through the implementation of Onvio.
Documentation of workflow
We’ll document your firm process through the implementation of Onvio, highlighting the role Onvio will play.
We’ll work with you and your staff to make sure your data is converted safely and accurately from your current software to Onvio.
We’ll help you make sure Onvio is set up to work the way it makes sense for your firm to work.
We’ll help you figure out the right training plan for your entire firm, delivering the right training to the right staff.
Transition into daily use
We’ll be there to answer questions as you begin using your products on a daily basis.
We can work with you remotely or onsite to achieve your goals, as well as provide recorded content that can help you meet your timetable.
For more information on the training and consulting options available to Thomson Reuters Onvio users, contact your account representative at 800.968.8900, or contact us online.
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