At Track Records, we want a successful software implementation to be the beginning of a lasting relationship. Track Records offers a range of professional services to make your business software initiative successful, including:

Implementation Packages

Implementation packages combine training and best practice assistance to help you get the most out of your Track Records installation.

  • The first step is a case study which is performed to learn about your current business processes.
  • Consulting and process improvement suggestions using our software are provided on an as-needed basis.
  • The Track Records database is tailored to your agency after all necessary information is provided.
  • Weekly implementation meetings are held to ensure software utilization and customer satisfaction.

Data Migration

Data Migration services provide a seamless and cost effective way to transition to Track Records software from existing spreadsheet programs and management system databases. Our developers and implementation specialists will help find the best method of ensuring that your existing data will be ready when you launch the software at your organization.


We work with you to customize a strategy specific to your company or organization’s unique needs. Track Records can provide training over the phone, via online, or on-site.

Technical Support and Guidance

Our technical support team is comprised of industry professionals and experts. Our Service Guarantee promises a response within one business day, but our typical response time is within 1 hour during normal business hours.

As-Needed Guidance is available if you need help with a particular feature or technical issue, or if you’re in need of best practice assistance about a particular Track Records capability.

Upgrades and Advanced Support

To support your ongoing technical support needs, Track Records has structured a continuous process to provide support for your organization not just during implementation, but also long after your team is up and going using Direct Support (DS) or Case Management (CM) software products with your Maintenance and Revision (M&R) agreement.

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