SoftPro's Consulting Service is offered to provide you with continued education to assist in utilizing our suite of SoftPro products to the fullest. This service provides you with the opportunity to have a seasoned industry specialist analyze your current business processes and workflow and supply recommendations to streamline your use of our applications and your internal business practices around them. SoftPro Consulting can be purchased in two ways - hourly remote web sessions for targeted requests or onsite for a more in-depth approach.

Hourly consultations are typically used when there is a specific topic request. For example, a company may want to discuss how to better use templates to assist their users with efficiency.

Onsite consultations allow the Consultant to work directly with management and users for a specified number of days.

Day One

  • Observe your workflow and utilization of SoftPro applications
  • Analyze your internal business processes

Day Two/Three

  • Review findings
  • Discuss areas for efficiency gains/improvements
  • Formulate game plan for process improvements and application changes
  • Implement changes and provide training to appropriate personnel specific to these changes

Following the onsite visit, you will be provided with:

  • Documented report on observations
  • Projected goals
  • Itemized account for changes already implemented
  • Projected plan(s) for any deferred items to be implemented

Preparation for Hourly Consulting
Prior to the web based session, the Consultant would need to be provided with the topic(s) to be discussed and the anticipated goals.
The Customer should make every effort to have all parties in attendance that would have input into the decisions and any information needed.
For example, if the request is to create a Workflow process the customer would need to have determined what Tasks would be needed, who is responsible for those Tasks being completed, etc. If the Customer is unsure about this information a session could be scheduled to discuss the needs and a follow up session(s) to create the Workflow process.

Preparation for Onsite Consulting
Prior to an Onsite Consultation, the Consultant would schedule a brief conference call to determine the scope of the project and confirm the necessary participants and agenda.

Hourly Services may be purchased at a rate of $125 per hour. This would include web based screen sharing.

Onsite Consulting Services per day*: 1 Day $1,200     2 Days $2,200      3 Days $3,300
*Onsite consultation cost will also include travel expenses plus 3 hours charged at $125/hr of documentation and reporting of the analysis.

For additional information, please call 800-848-0143 or email