Services
Managed Program Software
Focus on strategy while we handle the day-to-day software management, configuration, and optimization of your incentive programs.
After implementation, you have two options: manage the software yourself with our training and support, or leverage our managed services where you provide direction and we execute the technical work. Most clients choose managed services to reduce workload by 60% and ensure expert configuration.
What's Included in Managed Services
⚙️ Program Configuration
We handle all system configurations including rebate rules, eligibility criteria, approval workflows, and payment settings based on your requirements.
📦 Product Catalog Management
Regular updates to eligible products, rebate amounts, model numbers, and qualification requirements as your programs evolve.
👥 User Management
Onboarding new users, managing permissions, creating custom roles, and maintaining participant databases as your team grows.
📊 Custom Reporting
Building and maintaining custom reports, dashboards, and automated email reports tailored to your stakeholder needs.
🔄 System Updates
Implementing new features, testing updates, and ensuring smooth transitions as the platform evolves with zero downtime.
🎯 Optimization
Continuous monitoring and optimization of workflows, fraud detection rules, and system performance to maximize efficiency.
Choose Your Service Level
Managed Services
based on program size
- ✓ Training & documentation
- ✓ Dedicated account manager
- ✓ Configuration changes
- ✓ Product catalog updates
- ✓ Custom report building
- ✓ Priority support
Full Service
enterprise pricing
- ✓ Everything in Managed
- ✓ Claim processing support
- ✓ Customer service
- ✓ Payment processing
- ✓ Fraud investigation
- ✓ White-label options
Why Choose Managed Services
Save 60% of Time
Reduce administrative workload and focus on strategic program decisions instead of technical configuration.
Expert Configuration
Leverage our years of experience configuring programs to avoid common pitfalls and optimize performance.
Faster Changes
Get configuration changes implemented in days, not weeks, with our dedicated team handling the technical work.
How Managed Services Work
You Provide Direction
Tell us what you need: new products, rule changes, report requirements, etc.
We Configure
Our team implements the changes, tests thoroughly, and documents everything.
You Review
Preview changes in a test environment before they go live to production.
We Deploy
Changes go live with zero downtime and full support during the transition.
Ready to Reduce Your Workload?
Schedule a consultation to discuss which service level is right for your program. Most clients save 15-20 hours per month with managed services.
Schedule Consultation →