ACHIEVING YOUR VISION THROUGH TECHNOLOGY
Managed Services
Keep your platforms stable, supported and continuously improving
XXXXX
Go live is not the end of the journey.
It is the point where your systems, processes, users and data need to keep working in the real world.
Our Managed Services help organisations protect, support and improve the platforms that underpin their business operations.
We provide proactive support, release management, platform advisory and ongoing improvement for CRM, ERP, business applications, automation and wider digital platforms.
So your technology stays stable, your teams feel supported and your business continues to get value long after implementation.
Version 1
AFTER GO LIVE
A partner that doesn't just disappear
Many organisations experience the same pattern.
A transformation project finishes.
The system goes live.
.
The delivery team moves on.
Support becomes reactive
Knowledge starts to fade
When something needs attention, the business has to explain its system all over again.
What was once a strategic platform becomes a support queue.
That is not how critical business systems should be managed.
Digital Wisdom’s Managed Services are designed to give organisations continuity after go-live.
We stay close to your platform, your processes and your priorities, so support feels personal, informed and proactive. Not transactional. Not anonymous. Not “raise a ticket and hope”.
A partnership that stays involved.
Version 2
AFTER GO LIVE
A partner that doesn't just disappear
Many organisations experience the same pattern.
A transformation project finishes.
When something needs attention, the business has to explain its system all over again.
What was once a strategic platform becomes a support queue.
That is not how critical business systems should be managed.
Digital Wisdom’s Managed Services are designed to give organisations continuity after go-live.
We stay close to your platform, your processes and your priorities, so support feels personal, informed and proactive. Not transactional. Not anonymous. Not “raise a ticket and hope”.
A partnership that stays involved.
The system goes live.
The delivery team moves on.
Support becomes reactive.
Knowledge starts to fade.
WHAT IS IT?
It's not just support.
Traditional support often focusses on fixing issues once they appear.
That matters, but it's not enough.
- Modern business platforms change constantly.
- Users need guidance.
- Processes evolve.
- New features become available.
- Integrations need protecting.
- Data and reporting needs mature over time.
Managed Services should help your organisation run better, not just recover when something breaks.
That is why we combine responsive support with proactive platform governance and ongoing advisory.
We help you keep the system stable today while identifying
how it can continue to support your business tomorrow.
WHEN ARE THEY NEEDED
Live platforms that need ongoing support, oversight and improvement.
Managed Services are especially valuable when you are:
- Your CRM, ERP or business applications are critical to daily operations.
- You need a trusted partner who understands your system and business context.
- Support has become too reactive, fragmented or impersonal.
- Platform updates, integrations or customisations need proactive management.
- You want ongoing improvement without running a major transformation programme.
These are the moments where continuity, care and proactive support make a real difference.
WHAT WE DO
Move from uncertainty to informed action.
Digital Wisdom will helps organisations keep live platforms stable, useful and aligned to business need.
- Resolve issues with support from people who understand your environment.
- Maintain continuity across configuration, integrations, processes and data.
- Stay ahead of platform changes, releases and new capabilities.
- Identify practical opportunities for optimisation and improvement.
- Build confidence, ownership and self-sufficiency within your internal teams.
The goal is not to make you dependent on us.
The goal is to give you the support, structure and confidence to keep your platforms working well.
CREATING VALUE
Our approach helps in many ways.
Named Account
Ownership
You have a clear point of contact who understands your business, your platform and your priorities.
This creates continuity, trust and faster context when something needs attention.
Priority Support
& Advice
You can access support when issues, questions or changes arise.
This may include user issues, configuration support, data questions, integration concerns, process advice or “how should we approach this?” guidance.
Platform Continuity
We maintain familiarity with your configuration, workflows, integrations and documentation.
So when support is needed, we are not starting from zero.
Proactive Release
Management
We assess platform updates before they affect your business, which can include reviewing scheduled releases identifying risks, assessing impact and highlighting useful new capabilities.
Ongoing Improvement
& Advisory
We help you identify ways to improve usability, reporting, adoption, automation, governance and platform value over time.
This keeps your platform evolving with your business, rather than slowly drifting out of alignment.
HOW IT WORKS
Shaped around your situation.
-
Understand your environment
We begin by understanding your business context, platform setup, key processes, integrations, users, risks and priorities.
-
Establish the support model
We agree the right support route, response expectations, account ownership, communication rhythm and escalation process.
-
Maintain platform continuity
We keep knowledge of your environment active through documentation, regular contact and ongoing platform awareness.
-
Manage change proactively
We review platform updates, release impacts, risks, opportunities and recommended actions before they become problems.
-
Improve over time
We help shape a practical improvement backlog, so your platform continues to support business performance, user adoption and long-term value.
WHAT YOU GET
Depending on the scope of the engagement...
Managed Services can provide:
- Named account ownership and priority support access.
- Platform continuity across configuration, integrations and workflows.
- Release impact assessments and recommended action plans.
- Ongoing platform advisory and improvement recommendations.
- Service reviews, governance rhythm and support reporting.
The service can be shaped around your platform, internal capability, support needs and appetite for proactive improvement.
WHAT SUCCESS LOOKS LIKE
Stability, confidence & continuity.
With effective Managed Service you are better positioned to:
- Keep critical platforms stable, supported and up to date.
- Reduce disruption from platform changes, issues or updates.
- Give users access to knowledgeable, responsive support.
- Improve adoption, usability, reporting and operational value.
- Build internal ownership while retaining expert guidance when needed.
When Managed Services works well, the platform does not become a burden after go-live.
It becomes a supported, evolving part of how the business works.
.
“Do we have a managed service quote we can use here?".
xxxxxxxxxx
WHY DIGITAL WISDOM
Independent business-first perspective.
- We do not see support as an afterthought.
- We see it as part of long-term transformation success.
- Our role is to help your platforms remain stable, useful and aligned to the way your organisation works.
We are technology agnostic, but platform aware.
We support business-critical platforms across CRM, ERP, data, integration, automation and digital experience, including Microsoft Dynamics 365, Microsoft Power Platform, Salesforce, HubSpot and wider business application ecosystems.
- But we do not lead with the technology.
- We lead with care, continuity and business context.
- We want every client to feel known, supported and valued.
Because the best managed service is not just responsive.
It is personal, proactive and invested in your success.
RELATED SERVICES
Our Advisory Services connect naturally with:
Our services support decisions across CRM, ERP, Data and AI, Integration and Architecture, Business Applications and Platforms, Automation and Digital Experience.
PROOF IN PRACTICE
Our managed service is grounded in real experience.
Winch Design
Building a self-sufficient partnership with personalised support.
Our work with Winch Design shows what a proactive managed partnership can achieve.
Winch Design had experienced reactive support, limited continuity and a lack of proactive platform management. Their CRM had become complex to maintain, and the business wanted to regain ownership, confidence and control.
Digital Wisdom supported Winch through a structured Health Check, proactive Microsoft Wave Management and a partnership model focused on self-sufficiency and personalised support.
This helped create a CRM environment that was more stable, transparent and future-ready.
It was ownership through partnership.
“Our CRM is now stable, up-to-date and proactively managed with support from Digital Wisdom that feels genuinely personal.”
Lucy Bodenham - Marketing Associate - Winch Design
Winch retained control of their CRM while knowing they had a trusted partner who understood the system, cared about the outcome and could support them when needed.
FAQ
XXXXX
XXXXX
What are Managed Services?
Managed Services provide ongoing support, oversight and improvement for live business platforms.
They help keep systems stable, supported and aligned to business need after implementation or transformation.
What is the difference between a Pulse Check and a Health Check?
A Pulse Check is lighter-weight and designed to guide direction. It helps surface key indicators, priority themes and recommended next steps.
A Health Check is deeper and designed to enable transition. It provides a more detailed, evidence-based assessment of readiness, risk and the foundations needed for delivery.
Is this just a helpdesk?
No.
Support is part of the service, but Digital Wisdom’s Managed Services go beyond ticket handling.
We combine priority support, named account ownership, platform continuity, release management and ongoing advisory.
When should we use Diagnostic Services?
Diagnostic Services are useful when you need clarity before making a significant decision, investment or change.
They are especially valuable before transformation, procurement, migration, system replacement, consolidation, recovery or performance improvement.
What platforms can you support?
We can support a range of CRM, ERP, business application and digital platforms, including Microsoft Dynamics 365, Microsoft Power Platform, Salesforce, HubSpot and related business systems.
The exact support model depends on your platform, configuration and business needs.
Do you provide release management?
Release management can be included as part of Managed Services.
We review upcoming platform changes, assess potential impact, identify risks and highlight opportunities for useful new functionality.
What do you need from us?
We typically need access to relevant stakeholders, available documentation and existing information about systems, processes, data, governance, delivery plans or performance challenges.
The level of input depends on whether the engagement is a Pulse Check or a Health Check.
Can you work alongside our internal team?
Yes!
Managed Services can complement your internal team by providing specialist support, platform knowledge, release oversight and advisory guidance.
The aim is to strengthen your internal ownership, not replace it.
How long does it take?
Timelines depend on scope, stakeholder availability and organisational complexity.
As a guide, a Pulse Check is typically shorter and more focused, while a Health Check is deeper and more detailed.
Do we need to be an existing Digital Wisdom client?
No.
Managed Services can support existing Digital Wisdom clients after delivery, but we can also onboard organisations with platforms implemented by another partner.
Where needed, we may recommend a Diagnostic or Health Check first so we can understand the environment properly.
How long does it take?
Timelines depend on scope, stakeholder availability and organisational complexity.
As a guide, a Pulse Check is typically shorter and more focused, while a Health Check is deeper and more detailed.
Ready for a partner
that stays involved?
Your business platforms should not be left to drift after go-live.
Digital Wisdom can help you keep them stable, supported, understood and continuously improving.
Get in touch!