DALIM SOFTWARE Professional Services

Expert-led deployment, integration and optimization of DALIM FUSION - delivering faster time-to-value, tailored integrations, and ongoing support to ensure your workflows run smoothly at scale.

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Professional Service Offerings
Proof-of-Concept
Consultation
Deployment
UAT & Adoption
Training
Aftercare

Expert Services to Plan, Deliver and Support Your Success.


Great technology succeeds only with professional planning, execution and ongoing care. Our Professional Services team designs and delivers implementations, integrations and training to ensure fast time‑to‑value and long‑term performance. We also work with a global network of Certified Partners; customers can choose a preferred partner or work directly with DALIM, and we’ll collaborate openly with partners and clients to define the best deployment approach and stay involved at every stage.

The sections below outline our standard deployment lifecycle - from initial pre‑sales engagement through implementation, training and Aftercare/Customer Success

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Proof of Concept (PoC) - Engagement Framework

 

Dalim’s pre-sales process is designed to provide transparency, validate fit, and support informed decision-making. While many organizations gain sufficient confidence through demonstrations and proceed directly to discovery, we recognize that some customers require a structured Proof of Concept (PoC) to confirm alignment before committing.

  • If a customer requests a PoC prior to commitment, it is a costed mutual engagement requiring dedicated Dalim resources, configuration effort, and supporting infrastructure, alongside timely customer input (requirements, sample assets, SMEs, and integration access).

  • A focused audit session is conducted to define the MVP scope, success criteria, and priority workflows to be validated.

  • The PoC is a minimum viable product (MVP) assessment - validating key workflows and integrations - not a full end-to-end deployment or exhaustive edge-case exercise.

  • Due to the Dalim platform’s high configurability, clear scope control is essential to keep the PoC targeted, measurable, and time-bound.

  • Most customers choose to proceed directly to the full discovery phase (outlined on the next tab); however, Dalim is happy to accommodate a PoC where hands-on validation is required prior to commitment.

By maintaining a clearly scoped, collaborative PoC approach, both Dalim and the customer can reduce risk, validate critical requirements, and establish a confident path toward successful implementation.

Consultation & SOW - Agreeing Success, Defining the Path


Dalim’s paid Consultation service is the planning step that ensures your implementation is scoped and understood, a standalone engagement completed before you sign a SaaS agreement so you can review and approve the final Statement of Work (SOW).

Why do I need Discovery?

  • Consultation defines project objectives, scope, risks, timeline and budget preventing costly surprises.

  • It uncovers exceptions and gaps by mapping current workflows and asking targeted questions.

  • Early stakeholder involvement reduces resistance and improves adoption.

What will I get?

  • A client‑specific SOW with validated budget, timeline, milestones and success criteria.

  • Technical review covering infrastructure, security, integrations, data and permissions.

  • Process maps, gap analysis and recommended improvements.

  • Options to self‑implement with training, have Dalim implement with handover, or use full managed services.

How it works

  • Tailored workshops and interviews with your stakeholders and Dalim specialists.

  • Ensures documented deliverables and clear accountability before you sign a SaaS contract - if the SOW does not meet your needs, you are free to decline the SaaS commitment.

Deliverable: a written SOW and budget.

The SOW sets the project goals, defines milestones, and provides a clear end point for all parties. Additional phases and SOWs can be added as required by deployment scale or changing needs.

 

Deployment - Execute the Plan


With the SOW approved, we move from planning to delivery.
The implementation phase translates the Discovery outcomes into a working DALIM FUSION solution and typically includes some or all of the following:

  • Platform and architecture provisioning

  • User onboarding and authentication setup (SSO/SAML/AD or built‑in)

  • Permissions and role configuration

  • Workflow construction and configuration

  • Integration of project systems and any third‑party APIs or connectors

  • Integration of any project‑specific feature development

  • End‑to-end smoke testing and workflow simulation

  • Validation against the SOW to confirm all requirements are met

Working from the Statement of Work to a pre‑agreed timeline with defined responsibilities and milestone checkpoints. Timely input from all teams is important to keep the schedule and budget on track. A dedicated DALIM Project Manager coordinates the work, serves as the single point of contact, and works closely with your main project sponsor to manage communications, risks, and decision points throughout the deployment.

 

UAT & Adoption - Validate, Stabilize, Launch


Change Management

Effective change management is essential to a successful implementation. It identifies adoption barriers, aligns stakeholders to agreed KPIs, and supports the behavioural changes needed for the solution to deliver value.

Change must be championed and led by the project sponsor and senior leadership. DALIM can advise, provide communications templates, run training and stakeholder workshops, and recommend adoption tactics, but ownership sits with your organization.

Leadership commitment and visible support are decisive to overcoming resistance and embedding new ways of working.

User Acceptance Testing (UAT)

UAT validates that the solution meets business requirements and is critical to adoption.

  • Participant alignment: Representatives from every team or role in the workflows should take part; participants must understand the SOW and the project objectives set during Consultation.

  • DALIM facilitation: DALIM will guide user groups through workflows, show interaction points and the end‑to‑end process, and explain how to record issues.

  • Issue management: Testers log findings in a live Issue Register; DALIM holds a daily touchpoint to review, prioritize and resolve items through configuration changes, workarounds or guidance.

  • Test execution: Users run agreed scenarios for a defined period, verifying functionality, exception handling and performance.

  • Acceptance criteria: UAT concludes when stated success criteria are met and stakeholders confirm the system is ready for go‑live.

Commitment of time and resources to UAT is vital. UAT reduces post‑go‑live rework and increases user confidence.

 
Adoption and Handover

Once UAT is complete, DALIM moves to adoption support. Professional Services and Support teams are available (on‑site or remote) to resolve initial issues and help users settle in.

  • Handover: Trained DALIM administrators receive final handover and know how to log support requests via the customer support portal under the agreed SLA.

  • Closure: With adoption confirmed and handover complete, the project is formally closed and your support contract or managed services kicks in.

DALIM remains available to advise on post‑go‑live optimizations and further phases as your organization scales its use of the platform.

DALIM Education - Training and Enablement


Multiple Training Options

DALIM offers a flexible training program tailored to your organization and aligned with Discovery findings and the agreed SOW. We provide role‑based courses to ensure the right people have the right skills:

  • Admin training: system configuration, workflow building, permissions and ongoing administration.

  • Infrastructure training: deployment, backups, high‑availability, security and integration topics for IT teams.

  • Developer training: APIs, custom connector development, scripting, extension points, testing and deployment best practices for bespoke integrations and feature work.

  • Power‑user training: advanced workflow management, reporting, and optimising day‑to‑day operations.

  • End‑user training: task‑focused sessions to ensure efficient, correct system use and adoption.

Delivery and materials

  • Formats: on‑site, at our fully equipped training centre in Kehl, Germany, or remotely via live screenshare.

  • Customization: content is adapted to your processes and user personas; we can produce bespoke materials including step‑by‑step guides, quick‑start videos, developer reference docs and role‑specific cheat sheets.

  • Practical focus: sessions combine demonstration, hands‑on exercises and scenario testing that mirror UAT scenarios to reinforce learning.

Timing and handover

Training is scheduled to align with implementation milestones and UAT to maximize relevance and retention. We provide trainer notes, developer sample projects, and handover packs so your internal trainers or admins can continue knowledge transfer after go‑live.

DALIM’s training approach accelerates adoption, reduces support demand, and ensures administrators, developers and users are confident and self‑sufficient.

Post‑Deployment - Care & Success


Customer Success and Aftercare

After go‑live, DALIM’s Professional Services team hands the engagement to our Customer Success Team (CST). The CST is your ongoing partner for adoption, optimization and escalation - coordinating DALIM resources (support, engineering, development, account management) while owning your long‑term success.

What to expect

  • Proactive account reviews: A recurring quarterly call (minimum) with your dedicated Account Manager and Customer Success representative to discuss feedback, ideas, open support items, roadmap updates and planned releases.

  • Customer Care ticketing: Report issues to help@dalim.com Tickets are triaged and tracked under your Maintenance & Technical Support agreement; the Support Team resolves requests and mobilizes other teams as needed. Your Customer Success Manager monitors ticket status and follow‑up.

  • Product updates and enablement: CST will notify you of new releases, run webinars, and share how‑to materials and videos to help you adopt enhancements.

  • DALIM events: CST will invite you to DALIM webinars and in‑person events (product briefings, workshops and user forums) to learn best practices and network with other customers.

  • Managed upgrades: When an upgrade is appropriate, CST will coordinate scheduling and execution at a convenient time and confirm completion.

  • Ongoing optimization: Through regular reviews and usage insights, DALIM can recommend further phases, training refreshers, or professional services to improve ROI.


The CST’s goal is to be proactive, reduce risk, and ensure your DALIM investment continues to deliver value.