Overview
More and more, managers and the market understand the importance of having a specialized team for specific objectives within their companies. Hiring new staff isn’t always the best approach, as it can inflate payroll and add additional costs. If you need to: Implement improvements, controls, and processes in SoftExpert Suite Lack time or qualified internal resources Provide support and assistance to the internal business team Gain valuable insights into technology and the current market Avoid bureaucracy Receive high-quality service and deliverables Focus your internal team on the core business SoftExpert Outsourcing is the perfect solution for you. Our team of specialized consultants works in partnership with you in a simple and flexible way.
How the service works
Learn about the stages of this service
Overview
SoftExpert offers the BPO Consultancy service, which enables the practical and efficient allocation of experienced and highly skilled professionals to execute consultancy services on SoftExpert solutions.
This service allows for the monitoring or execution of routines, configurations, parameterizations, and system resource registrations.
Modalities
- Hourly packages
- Ad hoc hours: contracting ad hoc hours to handle specific demands
Benefits for the Client
- Work from specialized professionals according to the client's profile and needs
- Productivity gains in change processes
- Cost reduction
- No internal bureaucracy for approving new demands
Main Activities
- Analyze change requests submitted by the client
- Assess the suitability of the current configuration considering the client’s reality
- Apply the configurations approved by the client
Main Deliverables
- System parameterization and configuration
- Execution of registrations
- Support to key users and end-users in performing tasks within the SoftExpert Suite
Client Responsibilities
- Support consultants in activities as needed
- Provide access to the system for analysis of parameterization and configuration
- Approve the service documentation executed
Assumptions and Restrictions
- Service execution will be 100% remote
Overview
With BPO Development, delivering customized projects and demands becomes more efficient. A multidisciplinary team with advanced knowledge in SQL, ETL, and Programming, combined with agile methodologies, ensures safe and secure project deliveries.
The development of reports, analyses, integrations, data loading with legacy systems, and BPM process automation are some of the services SoftExpert resources can execute.
Modalities
- Hourly packages
- Ad hoc hours: contracting ad hoc hours to handle specific demands
Benefits for the Client
- Work from specialized professionals according to the client's profile and needs
- Productivity gains in change processes
- Cost reduction
- No internal bureaucracy for approving new demands
- Use of agile methodologies in delivering customized demands
Main Activities
- Analyze change requests submitted by the client
- Assess the suitability of the current configuration considering the client’s reality
- Deliver approved customization and development requests
Main Deliverables
- Management reports with SoftExpert Analytics and Jasper Report (PDF)
- Portal construction*
- Development of integrations with legacy systems
- Data loading
- ETL
- Process automation with SoftExpert BPM
* Development of portals for internal and external users using the SoftExpert Suite portal feature. For specific portal construction using other technologies, SoftExpert should be contacted.
Client Responsibilities
- Support consultants in activities as needed
- Provide access to the system for analysis of parameterization and configuration
- Approve the service documentation executed
Assumptions and Restrictions
- Service execution will be 100% remote
Overview
With the Help Desk service, communication between your SoftExpert Suite users and our Support team is centralized in your support platform. This avoids the need to log requests in the SoftExpert support system.
Upon receiving requests, the client's IT team evaluates the logged request and identifies whether the support is the responsibility of internal IT or SoftExpert. If the support falls under SoftExpert's responsibility, we will be notified (via email) to initiate handling in the client's platform.
Our team of specialists works on your support platform, ensuring the best customer service experience in an organized and optimized manner.
Benefits for the Client
- A support channel already known and used by internal users
- Organization, transparency, and easy access to support information
Main Deliverables
- Support on the platform already used by your company
Client Responsibilities
- Provide access to the support system and network (when necessary)
- Provide usage instructions for your support system and/or training (when necessary)
- Have a Level 1 Support team to perform initial call analysis before forwarding them to SoftExpert
Assumptions
- The client's support system must notify us via email whenever a request is sent to SoftExpert
Additional Information
- This service is an addition to the Corporate SLA.
Overview
Our BPO Project Management provides the allocation of project professionals, ensuring higher quality and agility in the company's project management by adopting both traditional and agile methods. The allocation of these professionals operates in a practical and efficient manner, without bureaucracy.
This service allows for the monitoring or management of SoftExpert projects or internal projects, utilizing our methodology and tools such as SoftExpert Projects and SoftExpert Kanban.
Modalities
- Monthly hourly package
- Hourly packages
- Ad hoc hours: contracting ad hoc hours to handle specific demands
Benefits for the Client
- Routine updates performed by a specialized team
- Installation of customization packages on demand
- No need for the client to have a technical team for applying update packages
- Secure and optimized update process with reduced setup time
- Low cost and specialized resources
- Eliminates the need to hire and train staff due to leave or vacation replacement
- Allows business areas to quickly maintain the application in its most updated version
- Remote updates of third- and fourth-digit patches
- Install customization packages acquired through SoftExpert's on-demand development are
Main Activities
- Manage the implementation of SoftExpert or third-party projects
- Use an implementation methodology validated by the market and used in more than 4,000 projects
- Utilize SoftExpert tools like SE Projects and SE Kanban, without the need to contract additional tools
Main Deliverables
- Comprehensive project management
- Tools for management and support
- Meetings (Status reports), reports, and other related documents
Client Responsibilities
- Support project managers in activities as needed
- Provide access to the systems involved
- Approve the service documentation executed
Assumptions and Restrictions
- Service execution will be 100% remote
Overview
In the current scenario, where budgets are increasingly tight, professionals are accumulating more tasks, and training costs are high, having additional options to manage your SoftExpert solutions becomes an interesting alternative.
Without a properly trained team, productivity is reduced, administrative practices are not applied as they should be, projects are suspended, and system management becomes reactive rather than proactive.
The RSO Environment service from SoftExpert includes validating your environment according to our requirements and updating your SoftExpert Suite with our improvement versions, corrective packages, and customizations.
Modalities
- Complete package: A single contract that includes all updates for third- and fourth-digit versions
- Ad hoc hours: Contracting ad hoc hours for specific updates avulsas: contratação de horas avulsas para atuar em atualizações pontuais.
Benefits for the Client
- Work from specialized professionals according to the client's profile and needs
- Productivity gains in project management
- Cost reduction, as there will be no need to hire personnel
- Lower hiring, labor, and termination costs
Client Responsibilities
- Back up data before applying the packages
- Restore data backup in case of any issues during the update process
- Provide remote access to servers where the applications are installed
- Provide remote access to a workstation to validate the installed packages
- Suspend the system's usage for the necessary time to apply and validate the update packages
- Inform users about system unavailability due to the update process
- Inform users about system availability after the update process
- Approve the executed service documentation
Assumptions
- In the case of remote execution, provide a remote access tool that is certified and recognized in the market, such as TeamViewer. Chat tools like Teams, Zoom, Webex, or similar are not allowed.
- System usage must be suspended during the update process
- Service is exclusive to On-Premise clients
Restrictions
- This service is executed remotely
Specific Exclusions
- Execution of data backup routines
- System installation and its dependencies
- Application of packages that impact a migration process and require contracting additional services (installation, training, assisted operation)
Additional Information
- The RSO Environment service is limited to applying packages (patches) to keep systems in their most updated versions. Updates that require data conversions, application reinstallation, or result in significant application changes are not included in the scope of this service. In such cases, the update process is more complex, requiring additional effort and the contracting of installation, training services, etc.
FOCUS ON CORE BUSINESS
With outsourcing for SoftExpert Suite projects, the company's team can remain lean since there is no need to hire new employees for each new demand. For instance, if you plan to automate a new business process for the HR department, your IT or business team will likely need extra support, and outsourcing can help by meeting this demand. This allows the company to focus more on strategic activities.
PRODUCTIVITY GAINS
The experience of outsourced professionals qualifies them to execute processes with quality and in less time, ensuring good productivity and efficiency in operations.
COST EFFICIENCY AND FLEXIBILITY
One of the main advantages of outsourcing for SoftExpert Suite projects is flexibility and availability. It allows hiring people to perform specific tasks or work on specific days remotely. This helps the company reduce costs related to travel and other expenses, and prevents having idle employees on staff.
EXECUTION OF SPECIFIC TASKS
Outsourcing for SoftExpert Suite projects is ideal for carrying out specific tasks without needing to hire a specialist. You only hire a company that provides the services you need on an as-needed basis. The service offers high resource capacity and specialized professionals.
ON-DEMAND SERVICES
You manage the activities and demands of the allocated consultant. We handle all personnel management, with constant feedback, aligning expectations, and taking care of the professional.
REDUCED LABOR RISKS
Investing in outsourcing for SoftExpert Suite projects reduces labor risks within the company. After all, the workers providing services are outsourced and not employees of your company. Therefore, you don't need to worry about labor obligations, and this risk will be reduced in your organization.
ACCESS TO TECHNOLOGY
Transferring this management to a specialized company can ensure that development remains up-to-date, secure, and at a high-performance level, providing quality service to clients.
SPECIALIZED CONSULTANTS
By hiring our services, you can take advantage of our highly qualified and experienced technical team to achieve your objectives more quickly and efficiently, without the high costs associated with hiring and training an internal professional.
Compliance with global privacy and security standards
Advanced data protection
SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.


Integrate with your ERP, CRM, Office365, and much more
Connect SoftExpert Suite to other business tools already used in your organization.
Worldwide Office Locations
Supporting and implementing your growth and expasion everywhere! We are present locally, ready to ensure that SoftExpert solutions are working without limits.
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