Implementation Services and Support
Lodo provides end-to-end services for OurCashFlow including:
Project management – Our project managers work with each customer to plan and oversee the steps required to install, test and successfully go-live with OurCashFlow.
Installation – Lodo’s technical support staff is available to install products in a customer environment while on-site or to guide customers through the installation process from a remote location. We provide additional related services as needed, including test environment preparation and technical go-live support.
Training and education – We offer self-study materials and instructor-led sessions that provide an overview of OurCashFlow. We accompany our software with technical documentation including specifications, online help facilities, operations materials and release notes. In addition, we work with systems administrators to ensure they understand how to use our built-in tools to monitor OurCashFlow, set application parameters, and review logs, rules engines and integration points.
Integration support – Lodo engineers work closely with customers to configure our software and adapt the navigational tab, headers and colors to match existing online banking sites. We also help clients integrate OurCashFlow with their core banking, check image and single sign-on systems using standard or custom interfaces as needed.
24-hour hotline – We operate a hotline that provides round-the-clock assistance to help customers resolve technical and operational issues when they arise. Customers can interact with the help desk through email, telephone or an online case management system.
New releases – As part of our product support program, we deliver periodic new releases of software that offer updates and enhanced features and functions together with updated documentation.
Account management – We assign a customer manager to each client following implementation. The customer manager acts as a client advocate in coordinating Lodo resources, e.g., to organize on-site work, monitor problem resolution through the Help Desk, or brief customers on new products and services.
Project management – Our project managers work with each customer to plan and oversee the steps required to install, test and successfully go-live with OurCashFlow.
Installation – Lodo’s technical support staff is available to install products in a customer environment while on-site or to guide customers through the installation process from a remote location. We provide additional related services as needed, including test environment preparation and technical go-live support.
Training and education – We offer self-study materials and instructor-led sessions that provide an overview of OurCashFlow. We accompany our software with technical documentation including specifications, online help facilities, operations materials and release notes. In addition, we work with systems administrators to ensure they understand how to use our built-in tools to monitor OurCashFlow, set application parameters, and review logs, rules engines and integration points.
Integration support – Lodo engineers work closely with customers to configure our software and adapt the navigational tab, headers and colors to match existing online banking sites. We also help clients integrate OurCashFlow with their core banking, check image and single sign-on systems using standard or custom interfaces as needed.
24-hour hotline – We operate a hotline that provides round-the-clock assistance to help customers resolve technical and operational issues when they arise. Customers can interact with the help desk through email, telephone or an online case management system.
New releases – As part of our product support program, we deliver periodic new releases of software that offer updates and enhanced features and functions together with updated documentation.
Account management – We assign a customer manager to each client following implementation. The customer manager acts as a client advocate in coordinating Lodo resources, e.g., to organize on-site work, monitor problem resolution through the Help Desk, or brief customers on new products and services.