Customer Success

Our goal is to make our customers incredibly successful.

Request Demo

Consulting Services

Implementation: The Right Service at the Right Time

Ridgeline Consulting and our network of highly-trained, certified alliance partners lead the implementations of Ridgeline for our customers. Our team of consultants and partners have deep experience in asset management workflows, best practices, and the Ridgeline system. Our job is to convert your firm from your legacy systems to Ridgeline with high quality, excellent service, and modern cloud efficiencies.

What to Expect During a Ridgeline Implementation

icon

Dedicated team consisting of experienced front and back office consultants from the asset management and cloud technology industries

icon

Ability to see your data in Ridgeline from the start through automated data migrations and frequent “hands-on-keyboard” testing cycles

icon

Comprehensive analysis of your business requirements/processes as well as your operational, performance, and regulatory reporting needs

icon

Setup and configuration of the Ridgeline system including users, permissions, compliance rules, client reporting packages, workflows, and more

icon

A modern, agile implementation methodology that gets you live as efficiently and cost effectively as possible

cloud

Deployment and testing of pre-built, packaged integrations and development of custom integrations as needed

Ensuring Your Success

Our goal is to get your team’s hands on keyboards in the Ridgeline system with your data as soon as possible. We empower your firm and users to be ready to operate on Ridgeline by focusing on the 4 Cs:

01

Collaboration

We work together to understand your requirements, tailor our project plan to meet your needs, and facilitate a unified decision-making framework.

04

Continuous Improvement

We seek out, recommend, and implement best practices to ensure you benefit from the full value of Ridgeline solution and our latest process refinements.

layer

Ridgeline Consulting Services

iconiconiconicon
iconiconiconicon
02

Clarity

We provide transparency every step of the way through frequent touchpoints, early user access, and a cloud-based project planning application.

03

Confidence

We deliver hands-on-keyboard trainings personalized for each of your workflows and user personas, and capture sign-offs for all success criteria.

04

Continuous Improvement

We seek out, recommend, and implement best practices to ensure you benefits from the full value of Ridgeline solution and our latest process refinements.

Want to learn more?

Contact your Ridgeline Account Manager or reach out to learn more about Ridgeline Consulting Services and our Customer Success Plans.

Contact Us
Cloud server - Ridgeline, Inc.
Win with Cloud
Check out the benefits of Ridgeline’s cloud platform
See How
Request a demo - Ridgeline
Request a Demo
Want to see Ridgeline in action?
Let’s Talk
Close - Ridgeline
Request a Demo
We look forward to giving you a customized demo of the Ridgeline platform.
Word of Mouth
Word of Mouth
Event
LinkedIn
Podcast
Other
Thank you! Your submission has been received.
Oops! Something went wrong while submitting the form.