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Managed Automation Support

Managed support monitors each system after launch, tunes it as the business changes and sends a monthly report, with the client's team holding the off switch.

Systems need attention after launch

A system that worked at launch drifts. A supplier changes a form, an account connection expires, or a new kind of invoice arrives, and nobody notices until a customer calls. Managed support watches each system after launch, works through the items it flags and adjusts the rules as prices, forms and staff change. A monthly report lists what each system handled and what needed attention. A person on the client's team still approves anything that sends, signs or pays.

What's included

  1. 01

    System monitoring

    each system checked for errors, stalled jobs and expired connections.

  2. 02

    Flagged items

    a person works through the items a system flags, each day.

  3. 03

    Tuning

    rules, wording and thresholds adjusted as prices, forms and staff change.

  4. 04

    Activity records

    a written record of every action each system takes, open to the client's team.

  5. 05

    Issue response

    support investigates each problem, fixes it and writes a note of what happened.

  6. 06

    Monthly report

    what each system handled, what it flagged, what changed and what to build next.

  7. 07

    Change requests

    small updates to existing workflows, made from a written request.

  8. 08

    Off switch

    the client's team can switch any system off and approves anything that sends, signs or pays.

How it works

  1. 01

    Handover review

    The review lists each system in service, what it connects to, who approves its work and what normal looks like.

  2. 02

    Monitoring setup

    Checks, alerts and the list of flagged items are set up, and the client names who hears about what.

  3. 03

    Supervised test

    Alerts and reports run for a trial period while the client's team confirms they flag the right things.

  4. 04

    Launch and support

    Managed support starts on the client's sign-off, monitors each system daily, tunes it as the business changes and sends a monthly report.

Industries

Industries served

  • Medical Practices

    Phone intake, scheduling, patient forms and billing follow-up, with staff in charge of anything clinical.

  • Dental Practices

    Booking, recall, insurance verification and patient forms for dental offices, with the front desk in charge.

  • Home Services & Trades

    Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.

  • Construction & Contracting

    Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.

  • Manufacturing & Machine Shops

    Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.

Frequently asked questions

Does support cover systems someone else built?

Yes, after a review. Support starts with the systems Red Nine designs and builds, and an existing automation is reviewed first. The findings say plainly whether it can be supported, improved or should be replaced.

How does the team hear about problems?

Alerts go to the people the business names, by email or text, with a plain description of what happened and what is being done about it. The monthly report summarizes every issue, fix and change.

Who makes changes to the systems?

Changes are made from a written request and with the client's approval. Each change is tested under supervision and recorded. Nothing changes silently, and the team can pause any system.

Start with the list of systems in use.

A consultation lists the systems in service, what each connects to and who needs the alerts.