SERVICES: DEALCLOUD IMPLEMENTATION
DealCloud implementation matched to your firm’s size, complexity, and timeline. Every engagement includes project management, best-practice configuration, and user training.
Two paths. One standard of excellence.
Accelerated
A structured, step-by-step onboarding process designed to get firms live quickly with best-practice configuration.
- Structured implementation with defined milestones
- Data migration templates from Excel or existing systems
- Best-practice configuration and field setup
- User training tailored to your team's roles
- Report and dashboard setup
- Dedicated project management throughout
- Go-live support and knowledge transfer
Best for: Growth-stage firms, straightforward data models, teams eager to get live quickly and optimize from there.
Enhanced
A consultative, white-glove implementation for firms with complex workflows, custom data models, or multi-team rollouts.
- Discovery and scoping
- Detailed project plan with milestones and governance
- Deep configuration and workflow customization
- Complex data migration and normalization
- Multi-team deployment coordination
- Change management and adoption planning
- Hypercare support at go-live
Best for: Mid-market to enterprise firms, complex data models, multi-team rollouts, firms migrating from another CRM.
What to expect.
1. Discovery and Scoping
We start engagements by understanding your firm’s workflows, data model, and team structure before any configuration begins.
2. Project Plan and SOW
A clear statement of work with defined milestones, timelines, and success criteria — agreed before we start.
3. Configuration and Build
Our consultants configure your platform with best-practice frameworks informed by thousands of previous implementations.
4. Data Migration
Clean, structured migration from Excel or your existing system. We help you normalize your data, so you go live with confidence.
5. Training and Enablement
Role-specific training for end users, power users, and admins. We make sure your team actually uses the platform.
6. Go-live and Knowledge Transfer
Dedicated support at go-live and a warm handoff to your Customer Success team or continuation under a retainer.
Trusted by leading firms across the industry.
We’re proud to partner with firms across the private capital markets who rely on Monarch to deliver the expertise and solutions that help them raise capital, manage relationships, and drive growth.
Datasheet
Monarch can implement 80+ industry-specific DealCloud use cases, workflows & customizations.
For most organizations, that starts with a solid foundation for pipeline and engagement management, and baseline investor relations processes. And then, the sky’s the limit.
Want more detail on the 20+ CRM, feature enablement, and DataCortex Integrations we implement for clients?
Or the 80+ financial services use cases, customizations, and workflows our team can implement for your firm?
