Whitebirch Customer Services
Whitebirch is committed to delivering the best budgeting, forecasting and planning solution in the marketplace. When you make an investment in Whitebirch, we are committed to your complete satisfaction by delivering flexible service options and highly trained support teams. Choose the approach that works best for you.
Whether you do it yourself or let us do it for you, our customer service team stands ready to assist you with a proven track record of reliability and dependability.
Rapid implementation with our integration utilities you enjoy minimal installation time in less than two days.
Flexible training options designed to get you up, running, and productive in the shortest possible time.
Reliable, dependable technical support has the functional and technical expertise to answer your questions and troubleshoot issues for rapid resolution.
Modeling expertise if you need some extra support, or if you need to get a model built in a hurry, we are here to help. We’ll build the model for you or we’ll build it together.
Outsource the budget building process when resources are limited and getting the job done quickly is key we can take over as an extension of your team.
Product Training
Whitebirch offers a variety of flexible training options to assist you in becoming productive in the shortest possible time. Whether you're just getting started, need to review the fundamentals, are an intermediate or advanced use,r the training has been designed to ensure you have a successful transition from building spreadsheet-based models.
Instructor-led web seminars
We’ve packaged what you need to know into two instructional series. These complimentary training seminars, scheduled weekly for the convenience of our customers, are delivered to your desktop via the Internet. They offer the ideal atmosphere to learn, practice, and ask questions.
The Introduction to Whitebirch Planning series is ideal for new users or a great refresher course. The learning is logically sequenced in two-hour sessions. At the end of the series you will work comfortably with business drivers and financial objects to create a dynamic plan, use standard or custom formula projections, create multiple scenarios and design custom reports and analysis.
Tailored, custom, training sessions
If you prefer training courses tailored to your audience we can easily accommodate your business needs. These flexible, customized sessions are available via the web or on-site. Training exercises follow the course content engaging attendees and helping them work through the specifics of their planning tasks.
We are committed to giving you and your organization the knowledge and skills necessary to be successful. If you would like to discuss a customized training program please contact us for more information.
Self-help resources
Intuitive, self-paced, and comprehensive, these training resources have been designed to ensure you are up and running quickly. You can easily get the answer to any question you may have.
Many of our customers have been successful in learning to build a model by following the Introductory Tutorial. The Quick Start Guide gives you an overview including with working strategies on how to navigate the application and begin creating projections. With text sensitive search capabilities hundreds of pages of help documentation have been designed to answer all your questions.
Extended Business Services
Pressed for time? Need to get a model build in a hurry? Put our extensive experience and know-how to work for you. Whitebirch’s Extended Business Services team is here to help when you need some extra support, have limited time, or simply need to get a job done fast.
Financial Modeling Consulting
Our modeling experts have built scores of sophisticated financial models for our customers in less time, and with greater accuracy, than previously possible with spreadsheets.
Whitebirch models are highly transparent and easily facilitate knowledge transfer, unlike traditional spreadsheet models. And because the software is so efficient you can continually test and revise assumptions - at a much lower cost than building spreadsheets for every possible business scenario. Our financial modeling experts are here to help you build models and plans for:
- Performing multi-company or multiple entity consolidations
- Merging with or acquiring another entity
- Obtaining bank financing
- Raising venture capital funding
- Business planning or new product introductions
- Distilling a simplified view of complex financial models
Outsourced Budgeting
Our team will get you up and running quickly and efficiently. Starting with your chart of accounts and historical data, we will produce a fully tied out set of financials for immediate analysis of past performance. Working closely with you, we will then set up your budgeting and planning model,, including custom formulas and business drivers, and reports and charts.
There is no need to manage the monthly process internally. Our customer support team is ready to help you with periodic imports of actual results. We'll use the same tools that created the initial import, assuring both consistency and accuracy.
Implementation Services
With our quick-to-implement capabilities you enjoy minimal installation time. You will be up and running in as little as two days – and probably a lot sooner. Whitebirch provides the fastest transition from accounting data to fully integrated financial plan.
With speed and flexibility in mind, we designed our integration utility to work with the industry standard, Excel. Regardless of the accounting package we create an interface to seamlessly import the account structure and historical data. If you prefer you can send us an income statement and balance sheet. It’s that simple and that fast.
We will work with you to define the organizational structure and import your chart of accounts and historical data using our suite of integration tools. The output is a projection-ready model – income statement, balance sheet and cash statement. You’ll receive immediate benefit from the built-in ratio analysis of your historical data and the data visualization tools, even before starting the budgeting and planning process .
Our implementation services are just the beginning. To make sure you get the most out of your investment you’ll receive up to five hours of no-charge online training. You will develop the skills needed to create budgets, forecasts and plans based on your actual accounting structure and financial data.
Customer Support
We have developed a range of support services to meet your initial and ongoing needs. You will work closely with our highly trained customer support team who has in-depth functional and technical expertise with Whitebirch Planning.
They stand ready to answer your questions regarding implementation and installation procedures, the functionality and capability of the application as well as compatibility issues. These basic support services, offered free-of-charge, are easily accessed via email and the telephone.
Annual Service Package With an annual service plan you are entitled to receive free product updates and new releases as they become available during the year. To learn more about Whitebirch’s annual service plan please contact us.
Extended Coverage Service Our customer support team is available to schedule time beyond our standard hours. Please contact us to discuss you specific needs.
Customer Support Operating Hours
Weekdays: Monday through Fridays
9:00am – 6:00pm (Eastern Time)
Contact our Customer Support Team
Phone: (978) 565-1555
Toll-free: (800) 335-1243 (North America only)
SKYPE ID: whitebirchsoftware
Email: support@whitebirchsoftware.com
Maintenance Services
Our highly experienced support team stands ready to help. When you build a plan from scratch using Excel, you're on your own. But with the structured Whitebirch Planning approach, our consultants will be able to help you troubleshoot problems, make suggestions, and make sure you get the most out of your plans.
We also have the ability to help you with periodic imports of actual results. There is no need to manage the monthly process internally. We'll use the same tools that created the initial import, assuring both consistency and accuracy.
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