Setup and Configuration assistance from an IDSync® subject matter expert
Knowledge Transfer from IDSync to your back-office staff
Quick and precision setup of a functioning IDSync® application environment to support the integration of the Ingram Marketplace to either ConnectWise® or Autotask®.
Confidence and knowledge to operate the system without external dependencies.
Features & Benefits
Minimize time & efforts to integrate IDSync® into business operations.
One-on-One guidance from an IDSync® Subject Matter Expert
Convenient Desktop Sharing Sessions, Collaboration with Your Network Engineer
Typical project is 1 or 2 desktop sharing sessions of 1-2 hours each
Collaborative working sessions providing hands-on experience
Post-project advisory guidance and help desk questions included
Service Delivery Process
Deployment Planning & Readiness Review
Setup of the IDSync Cloud Billing environment for the customer instances of the Ingram Marketplace and the PSA system
Configuration, Setup, & Integration of IDSync®
Functional Testing of integration and data work flow including:
Setup
Initial customer & product mapping
Typical monthly invoicing cycle
Use of management and operational reports
Move to Operations Status
Customer Requirements
Up to two employees
Required understanding of Ingram Marketplace and the PSA system, either ConnectWise® or Autotask® and the customer’s current invoicing process.
Administrative login credentials to both the Ingram Marketplace and the PSA system.
Working together with IDSync®, can engage in scheduled, collaborative & focused desk-top sharing sessions via desktop sharing.
All hardware and software licenses required for a functioning system
Use Microsoft Active Directory for both on-premise and cloud identity management.
Deployment Planning & Readiness Review