Implementation assistance overview
Learn about implementation assistance from Reltio Professional Services, including how engagements are scoped to your outcomes and budget.
Implementation assistance is a Reltio Professional Services engagement that deploys Reltio Context Intelligence Platform and improves an existing deployment. Reltio Professional Services scopes each engagement to your outcomes and budget. You determine how Reltio Professional Services is included in the implementation, including the role Reltio takes and how closely you want Reltio involved.
Reltio Professional Services helps reduce the time required to achieve a production-ready implementation while ensuring alignment with Reltio implementation guidance. Depending on the offering you choose, it also supports ongoing enhancements and improvements after the solution goes into production.
The following roles use implementation assistance when they plan, design, or operate a Reltio Context Intelligence Platform implementation:
Implementation and consultative offerings
Reltio Professional Services provides implementation and consulting offerings for the Reltio Context Intelligence Platform. The following table outlines each offering and the work Reltio Professional Services delivers in that engagement, so you know which offering to choose.
| Offering | What Reltio Professional Services provides |
|---|---|
Custom implementation statements of work (SOWs) | Reltio Professional Services scopes the engagement based on your value outcomes and business user stories. |
90 Day minimum viable product (MVP) | Reltio Professional Services delivers an initial production-ready implementation using the Reltio Way Delivery Methodology. The work follows a phased approach with clear scope and milestones. Your team is also enabled on the methodology so you can continue delivering value quickly and consistently. |
Expert Services | The Reltio team works with you and your systems integrator throughout the project. When a systems integrator delivers Phase 1 or an MVP, Reltio Professional Services provides technical expertise and best-practice guidance. |
Advisory Services | Reltio Professional Services offers limited office hours for implementation guidance and questions. This is best suited for projects led by a certified systems integrator or for post-MVP implementations where your team already has strong Reltio experience. |
Reltio 360 Assessment | Reltio Professional Services reviews your current implementation and maturity level. The assessment helps define a roadmap for using Reltio platform capabilities to achieve greater business value. |
Match Rule Tuning and Assistance | Reltio Professional Services reviews your match rules and recommends ways to improve matching accuracy and performance. The offering uses match tuning, analysis, and machine learning capabilities to make data unification more effective. |
When to use implementation assistance
Use implementation assistance when you need Reltio experts involved in your implementation, beyond product documentation or technical assistance. Typical use cases include the following scenarios:
You're implementing the Reltio Context Intelligence Platform for the first time or improving an existing implementation.
A systems integrator leads the project, but you need additional Reltio expertise.
You need targeted guidance rather than a full delivery team.
You need to review your current implementation and define a roadmap for improvement.
You need to improve record matching and match performance.
How to get implementation assistance
Contact your Reltio representative or partner for help getting started. They will arrange the Professional Services engagement. Your Reltio Customer Success Manager (CSM) will then contact you and remain your main Reltio point of contact.
For Customer Engineering and support options, see Technical assistance.