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Implementation Services


From data preparation to staff training, we provide secure, structured, and and white‑glove support


Service Description

Our Implementation Services begin with a comprehensive review of existing data to ensure it is properly prepared for migration or conversion. We work in close partnership with clients to develop a detailed project roadmap, complete with defined milestones and timelines for each phase. Following successful data import, we configure licensing and security permissions to safeguard access and maintain compliance. To promote seamless adoption, we deliver thorough training for new staff and provide end‑to‑end support with a white‑glove approach throughout the entire implementation process.

4 hr
Based on Size
Microsoft Teams

Contact Details

316-250-2576

OptimizeAdvisoryGroup@gmail.com

18610 West 168th Terrace, Olathe, KS, USA


Cancellation Policy

Cancellations or rescheduling requests must be made at least 24 hours in advance. Appointments canceled with less than 24 hours’ notice are subject to a 10% fee


GET IN TOUCH

18610 W. 168th Terrace

Olathe, KS 66062
Email: OptimizeAdvisoryGroup@gmail.com
Phone: 316-250-2576

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© 2025 by Optimize Advisory Group LLC. All rights reserved.

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