Professional Services

We Don't Just Sell Software. We Make It Work.

Implementation is where most software projects fail. Our consulting team has deployed Workd across dozens of B2B operations — and we know exactly where the pitfalls are.

Workd consultants reviewing implementation plan with client

Software Without Strategy Is Shelfware

70% of software implementations fail to meet expectations. The difference isn't the technology — it's the execution. We bring B2B expertise, not generic project management.

B2B-First

Our team has worked inside B2B companies. We understand price matrices, route sales, warehouse workflows, and ERP pain — because we've lived it.

Outcomes, Not Hours

We don't bill for time spent in meetings. We measure success by adoption rates, operational efficiency, and revenue impact — the things that actually matter.

Your Team, Enabled

We're not here to create a dependency. Every engagement is designed to transfer knowledge so your team runs the platform confidently on their own.

What We Do

From initial deployment to long-term optimization — we cover the full lifecycle of your Workd implementation.

Implementation

Get Live in Weeks, Not Months

We've refined our deployment process across dozens of B2B operations. Every implementation follows a structured methodology — but we adapt it to how your business actually runs.

  • Discovery & scoping — map your workflows, integrations, and data before touching config
  • ERP integration — connect to Prophet 21, SAP, Sage, NetSuite, or your custom system
  • Data migration — customers, products, pricing, history — clean and validated
  • Phased rollout — start with a team, prove value, then expand across the operation
Training session with team
Reviewing dashboards and KPIs
Training

Training That Sticks

We train by role, not by feature. Your sales reps learn what they need. Your ops team learns what they need. Nobody sits through a 4-hour webinar that covers everything and teaches nothing.

  • Role-based sessions — field reps, inside sales, warehouse, management — each gets targeted training
  • Hands-on workshops — real scenarios using your actual data, not demo environments
  • Train-the-trainer — build internal champions who can onboard new hires
  • On-demand library — recorded walkthroughs and documentation your team can reference anytime
Optimization

Squeeze More Out of What You Have

Already running Workd? Our optimization engagements analyze how you're using the platform and find the gaps — features you're not leveraging, workflows that could be automated, AI agents that should be deployed.

  • Usage audit — we review adoption, feature utilization, and workflow efficiency
  • AI agent tuning — optimize voice agents, recon alerts, and automation rules
  • Process redesign — align your team's workflows to the platform's strengths
  • KPI dashboards — set up the metrics that matter for your operation
Collaborative working session

Ongoing Support

Implementation is day one, not the finish line. Our support team stays engaged as your business evolves — new locations, new product lines, new workflows.

  • Dedicated success manager
  • Quarterly business reviews
  • Priority issue resolution
  • New feature enablement as the platform grows

Digital Transformation

Moving from spreadsheets and legacy systems to an AI-native platform is a strategic shift. We help you build the roadmap and execute it — without disrupting what's working today.

  • Technology & process assessment
  • AI readiness evaluation
  • Change management planning
  • Multi-phase migration roadmap

How We Work

A straightforward process designed to get you live quickly and drive adoption across your team.

1

Assess

We audit your current systems, processes, and team workflows. No assumptions — just a clear picture of where you are.

2

Plan

A scoped implementation plan with timelines, integration points, data migration steps, and rollout phases.

3

Deploy

We configure, integrate, and launch — working alongside your team so they own the system from day one.

4

Optimize

Post-launch tuning, expanded AI agent deployment, and continuous improvement based on real usage data.

Ready to Get Started?

Whether you're evaluating Workd or ready to deploy, our consulting team is here to make it happen. No pressure — just a conversation about what you're trying to solve.

Stay in the Loop

B2B insights, AI trends, and platform updates. No spam — just the stuff that matters.