Professional Services Process/Procedure

This guide will take you through the process of requesting professional services from the Osprey team

You have the option with Osprey to request professional services as an added extra. This can include the creation of documents, workflows and even reports etc.

Requesting Professional Services

Should you require us to provide professional services such as creation of your standard documents, a workflows or a bespoke report on Osprey you may request this by getting in touch by email or calling our support department. You will need to provide accurate details of what is required and will be required to fill in our professional services form.

If you would like to fill this in prior to any conversations you may download a copy here:

Quotation

Once the professional services form has been completed and returned we will assess the work and time required to complete and provide you with a quotation. If you have Osprey credits you may use some or all of these to pay towards cost.

Scheduling

Upon receipt of the signed quotation and agreement of payment, we will schedule in the work to be completed. This will be in line with our resources availability. You will be informed on this so you have a clear understanding of when this will be complete.

Completion/Sign Off

Once the work has been completed a meeting will be arranged with yourselves. This will go through and sign off the completion.