Setup and implementation services are offered to ensure new clients transition as smoothly as possible when beginning to use our solutions. Depending on the solution, implementation services may include:

  • Scope and Planning: Our specialists guide clients with project planning and timeline development throughout the on-boarding process
  • Vendor Approval: Treliant Solutions stands ready to assist with information technology and vendor due diligence processes
  • Data Intake: We offer comprehensive and customizable processes for data mapping, data integrity review, script customization and data loading
  • User Setup: Our specialists ensure all authorized users are verified and granted appropriate access
Have a question about implementing one of our solutions? Please don’t hesitate to contact one of our Client Solutions specialists today:

Brenda Baylor

“All institutions are not alike, so we don’t take a ‘cookie cutter’ approach to implementation. Our process starts by developing an understanding of the key business and compliance challenges facing our clients, so that we can implement solutions in the most valuable way possible.”
– Brenda Baylor, Client Solutions