A FULLY MANAGED PROJECT TO GO LIVE WITH ITRAK 365
What is Project Services?
ITRAK 365 is the most comprehensive AI‑enabled Health, Safety, and Operations platform for Microsoft 365 — shaped to how you do business. Project Services is the full‑service implementation path. Our Professional Services team delivers ITRAK 365 end‑to‑end — install, discovery, configuration, data migration, integrations, training, and go‑live — so your organization gets an enterprise-grade, production‑ready solution tailored to your business.
How Project Services Works
Purchase an ITRAK 365 subscription. Our team stands up your ITRAK 365 environment in your Microsoft 365 tenant.
Our consultants run workshops with your Teams to blueprint each workflow — Incidents, Inspections, Hazards, CAPA, and more.
ITRAK 365 experts configure workflows, load system data, migrate legacy information, integrate systems, and tailor Power BI dashboards to your KPIs.
We deliver training sessions, UAT support, go‑live cutover, and post go‑live care — backed by the ITRAK 365 Customer Success Team.
What You Get
- Fully installed ITRAK 365 in your Microsoft 365 tenant
- End‑to‑end configuration of your workflows: inspections, safety meetings, hazard management, incidents & more
- System data loaded: business structure, assets, employees, contractors, etc.
- Power BI reports and dashboards tailored to your KPIs
- Easy to use, offline capable Mobile app
- Optional: Out of the box unlimited AI with ITRAKIQ
Why Project Services?
What You Bring
Project Services is a great fit when you want a turnkey implementation. Plan to bring:
Project team to coordinate your side of the engagement
Subject matter experts who know your workflows to participate in PDT workshops and UAT
IT Administrators for Microsoft 365, licenses, Entra ID, integrations and Azure
Partners and Consultants if you’re already working with Microsoft System Integrator or an EHS Consultant we’re happy to engage them in the project
Want your team to implement ITRAK 365 themselves? Ask us about ITRAK 365 Launch.
Frequently Asked Questions
- Complex or unique business processes that require tailored configuration
- Limited Power Platform or Dynamics 365 depth in‑house
- A need for a predictable delivery timeline led by experienced industry experts
- A desire to focus internal resources on adoption and outcomes — not build
