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First-level consulting for Scribe Insight is generally provided by Scribe partners. If you are a customer and not currently working with a Scribe partner, we will be happy to assist you in locating a quality partner for your implementation needs.
If you are a Scribe Partner or for secondary assistance with design or to maximize your implementation, Scribe offers consulting for an hourly fee (two hour minimum). Scribe Consulting is a good resource for help with designing, developing, and streamlining Scribe implementations. Scribe’s team of experienced consultants are available to remotely work with you on your projects or if needed we can be on location.
Click on the Package name to read details for each.
Proof-of-Concept
The “Proof-of-Concept” provides confidence in the Scribe integration solution by recognizing the partial fulfillment of a project’s business requirements and objectives.
- Assumes installation of Scribe applications completed
- Requires all applicable data samples
- Requires S.O.W. (statement of work) prior to start
- Limited development of customizations (does not include all fields)
Approximate time: TBD
Getting Started Package
The Getting Started Package is a great way to leverage Scribe Software into your environment. This package is geared towards new partners and provides advisory services at several points during your implementation. This will enable you to save time by getting up and running faster following the Scribe methodology, lower your costs by making every interaction efficient, and allow you to control your own project while leveraging Scribe expertise during critical implementation phases.
- Work jointly to Install Scribe and understand the requirements
- Configure Scribe Insight and be advised on the design of custom mappings
- Receive support during the integration and customization testing
- Receive support as the implementation goes live
Approximate time: 8 hours
Installed and Ready Installation Package
The “Installed and Ready” Installation Package guides and coaches the technical professional through the steps required to install and set up Scribe’s applications. At present, this package is designed for the installation of either Dynamics CRM to Dynamics GP or Salesforce to Dynamics GP integration template. Includes:
- Installation and set up of Scribe Server
- Set up of Console
- Set up of Adapter (GP includes eConnect)
- Ensure data is flowing between applications (without any customizations)
- Does not include training
Approximate time: 2 to 4 hours
Base Integration Configuration
The “Base Integration Configuration” package will result in the integration being completely configured based on application baselines. Includes:
- Completion of prerequisites
- Completion of configuration steps
- Assumes installation complete
Approximate time: 4 to 6 hours
Template Customizations
The “Template Customizations” package takes one of Scribe’s existing templates and helps the engineer(s) involved create a custom template specifically designed to fulfill the integration’s business and data requirements. Typically this involves modifications to the following:
- Custom Fields and Groups
- User Mappings
Approximate time: 4 to 6 hours
Maintenance and Alert Configuration
The “Maintenance and Alert Configuration” package is critical to ensuring that the integration solution is operating within desired limits.
- Set up maintenance scripts
- Set up e-mail notifications
- Create base reports
Approximate time: 2 to 4 hours
System Audit Review
The “System Audit Review” package is a review conducted by a Scribe expert with the objective of providing a qualitative stamp-of-approval of integration implementation. The System Audit Review ensures the integration system is being maximized and fulfills the business and data requirements. An individualized audit report analysis will be provided upon completion of the review. Review includes:
- Maintenance and Alert Configurations
- Failed Messages
- Detailed audit report analysis created
- Performance Recommendations
- Hardware
- Systems Maximization
- Product Updates/Configuration (ensure features being used)
Approximate time: 2 to 4 hours





Data Sheet - Consulting Packages