When selecting a workforce management vendor, thoroughly evaluating support capabilities can make or break your implementation success and long-term satisfaction. Support resources directly impact how quickly your team adapts to new technology, how effectively you can resolve issues, and ultimately, how much value you extract from your investment. For scheduling software like Shyft, comprehensive support capabilities ensure smooth adoption across your organization and provide confidence that help is available when needed. From implementation assistance to ongoing technical support and training resources, a vendor’s support infrastructure forms the foundation for a successful partnership that extends well beyond the initial purchase.
Today’s competitive business environment demands workforce management solutions that not only offer robust features but also provide exceptional support experiences. Companies increasingly recognize that the right level of vendor support significantly reduces downtime, accelerates return on investment, and empowers employees to fully leverage available tools. For shift-based industries including retail, hospitality, and healthcare, reliable support services can mean the difference between optimized scheduling that drives business success and problematic implementations that disrupt operations.
Key Support Channels to Evaluate
Modern workforce management vendors offer multiple support channels to meet diverse user needs and issue complexity levels. When evaluating vendors like Shyft, assessing the breadth and depth of available support channels ensures your team will have appropriate resources for both critical issues and routine questions. Effective support systems should provide seamless experiences across different touchpoints while maintaining consistent quality and information accuracy.
- Live Technical Support: Evaluate availability of real-time assistance through phone, chat, and video conferencing options, particularly important for time-sensitive scheduling issues that could impact operations.
- Self-Service Resources: Assess the quality of knowledge bases, video tutorials, and documentation that empower users to find answers independently at any time.
- Community Forums: Look for active user communities where peers share best practices, workarounds, and creative solutions for common challenges.
- Email Support: Examine responsiveness standards for less urgent issues that require detailed explanations or documentation.
- In-App Assistance: Consider the availability of contextual help, tooltips, and guided workflows that provide support precisely when and where users need it.
The most effective support ecosystems integrate these channels seamlessly, allowing users to transition between methods as needs evolve. For example, a comprehensive user support strategy might begin with in-app guidance, escalate to knowledge base articles for more detailed information, and provide access to live support when personalized assistance is required. When evaluating vendors, request demonstrations of these support pathways to assess their intuitiveness and effectiveness.
Support Availability and Response Time Commitments
For businesses operating with shift-based workforces, support availability must align with your operational hours. Many organizations require assistance outside traditional business hours, particularly those in industries like healthcare and hospitality that operate around the clock. When evaluating scheduling software vendors, carefully examine their support hours and response time commitments to ensure they match your business needs.
- Support Hours Coverage: Determine whether support is available 24/7, during extended business hours, or only during standard working hours, and whether this varies by support channel or issue severity.
- Service Level Agreements (SLAs): Review guaranteed response times for different issue priorities and how the vendor defines critical versus routine issues.
- Emergency Support Protocols: Examine special procedures for critical issues that affect business operations, including escalation paths and after-hours support options.
- Global Support Capabilities: For multi-national operations, assess availability of support across different time zones and in required languages.
- Holiday Coverage: Verify support availability during holidays, which can be particularly important for retail and hospitality businesses during peak seasons.
Request documentation of the vendor’s SLAs and ask for performance metrics that demonstrate their consistency in meeting these commitments. Some vendors offer tiered support packages with different response time guarantees based on subscription level. Consider whether premium support options might be necessary for your implementation success, particularly during critical business periods where scheduling optimization is essential.
Implementation and Onboarding Support
The implementation phase often determines the long-term success of your workforce management solution. Comprehensive implementation support accelerates time-to-value and ensures proper system configuration from the start. When evaluating vendors like Shyft, thoroughly investigate their implementation methodology and available resources to support your organization through this critical transition.
- Implementation Methodology: Review the vendor’s structured approach to implementation, including timeline expectations, milestone planning, and resource requirements from your team.
- Dedicated Implementation Resources: Determine whether you’ll have access to dedicated implementation specialists or project managers with expertise in your industry.
- Data Migration Assistance: Assess available support for transferring existing schedule data, employee information, and historical records into the new system.
- Integration Support: Evaluate capabilities for connecting scheduling software with other critical business systems like payroll, HR, and time tracking.
- Configuration Guidance: Examine how the vendor helps optimize system settings to match your specific business requirements and operational workflows.
Implementation support should include clear documentation, structured check-ins, and milestone verification to ensure the project stays on track. Vendors with strong implementation resources often provide templates, best practices, and industry-specific guidance based on experience with similar customers. Ask potential vendors about their implementation and training approaches, including what responsibilities fall to your team versus their specialists.
Training Programs and Educational Resources
Effective user training directly impacts adoption rates and return on investment for scheduling software. The best vendors offer comprehensive training programs that address different learning styles, user roles, and knowledge levels. When evaluating support capabilities, assess the range and quality of training resources available to ensure your team can fully leverage the solution’s capabilities.
- Role-Based Training: Look for specialized training paths designed for different user types, from administrators and schedulers to managers and frontline employees.
- Delivery Methods: Evaluate the variety of training formats offered, including live instructor-led sessions, on-demand videos, interactive tutorials, and written documentation.
- Training Environment: Determine whether sandbox or training environments are available for risk-free practice with the software.
- Refresher Options: Assess availability of ongoing education for new employees and refresher courses as features evolve.
- Advanced Training: Look for specialized training on advanced features, reporting capabilities, and optimization techniques once basic proficiency is established.
Training resources should accommodate different learning preferences and technical proficiency levels. Quality training programs often include knowledge checks and certifications to verify understanding. For organizations implementing scheduling software across multiple locations, train-the-trainer programs can be particularly valuable for building internal expertise. Ask potential vendors about customization options for training materials to incorporate your specific policies and procedures.
Ongoing Support and Account Management
Beyond implementation and initial training, ongoing support ensures your organization continues to derive value from your scheduling solution as needs evolve. Effective vendors provide structured account management and technical support to address emerging challenges, optimize system usage, and introduce new capabilities. Evaluate how potential partners like Shyft structure their long-term support relationships.
- Account Management Structure: Determine whether you’ll have a dedicated account manager who understands your business context and serves as a strategic advisor.
- Regular Business Reviews: Look for structured check-ins to evaluate system performance, identify optimization opportunities, and align on future objectives.
- Upgrade Support: Assess assistance provided during version upgrades, including advance notice, testing support, and training on new features.
- Escalation Protocols: Evaluate formal processes for escalating unresolved issues to appropriate levels within the vendor organization.
- Continuous Improvement Resources: Look for proactive recommendations, best practice sharing, and optimization services to maximize your ROI.
Strong ongoing support relationships include proactive monitoring, usage analysis, and strategic recommendations rather than simply resolving technical issues. Premium support tiers may offer enhanced services like dedicated technical contacts, faster response times, and consultative services. Evaluate whether vendors provide regular reporting and analytics on system performance and user adoption to identify potential challenges before they impact operations.
Customer Success Resources and User Communities
Leading scheduling software vendors invest in customer success resources and foster user communities that enhance the support experience. These collaborative environments provide valuable supplementary assistance beyond traditional support channels. When evaluating vendors like Shyft, consider the breadth and depth of their customer success initiatives and community engagement opportunities.
- User Communities: Assess the activity level and value of user forums, discussion boards, and networking opportunities where customers share insights.
- Success Resources: Examine libraries of best practices, implementation guides, optimization checklists, and other resources developed by the vendor.
- User Conferences: Look for educational events that facilitate knowledge sharing, provide advanced training, and preview upcoming features.
- Industry-Specific Resources: Evaluate whether the vendor offers specialized guidance for your specific sector, such as retail or healthcare.
- Customer Advisory Boards: Determine if opportunities exist to influence product direction through formal feedback channels.
Active user communities can significantly enhance the value of your investment by providing peer insights, creative solutions, and informal support. They also serve as indicators of vendor commitment to customer success and product improvement. When evaluating potential partners, ask about opportunities to connect with existing customers in similar industries to understand their support experiences. Look for vendors that demonstrate strong employee engagement principles in their own support operations.
Technical Support Expertise and Problem Resolution
The expertise of support personnel significantly impacts resolution speed and quality when issues arise. Effective technical support teams combine product knowledge, industry understanding, and strong communication skills. When evaluating scheduling software vendors, investigate the qualifications, training, and performance metrics of their support organization.
- Support Team Expertise: Assess the technical background, industry knowledge, and ongoing training provided to support personnel.
- Tiered Support Structure: Understand how issues are triaged and escalated between support levels based on complexity.
- Problem Resolution Metrics: Request data on first-contact resolution rates, average time to resolution, and customer satisfaction scores.
- Knowledge Management: Evaluate how the vendor captures and leverages solution information to prevent recurring issues.
- Root Cause Analysis: Determine whether the vendor conducts thorough investigations to address underlying causes rather than symptoms.
High-quality support teams demonstrate accountability through clear case ownership, regular progress updates, and follow-up procedures to verify resolution satisfaction. They should provide explanations that match the technical sophistication of your team members, avoiding unnecessary jargon while still offering comprehensive solutions. When evaluating vendors, inquire about troubleshooting common issues and how they approach complex problem resolution.
Customization and Configuration Support
Scheduling software often requires customization to align with your specific operational requirements. Effective support for customization empowers your organization to tailor the solution without becoming dependent on vendor services. When evaluating vendors like Shyft, assess the level of support provided for configuration and customization activities.
- Configuration Guidance: Evaluate resources for adapting system settings, workflow rules, approval processes, and notification preferences to match your needs.
- Custom Report Development: Assess support for creating tailored reports and dashboards that deliver insights specific to your business requirements.
- Integration Support: Examine assistance for connecting the scheduling solution with other business systems through APIs, pre-built connectors, or custom integrations.
- Form and Field Customization: Look for capabilities to modify data collection elements to capture information relevant to your operations.
- Self-Service Customization: Determine how much configuration can be managed independently versus requiring vendor assistance.
Vendors with strong customization support provide documentation, best practices, and tools that enable you to adapt the system as your needs evolve. They should offer a balance between flexibility and guidance to prevent configurations that could create future challenges. Evaluate whether customization options are preserved during system updates or require rework with each new version.
Support Cost Structure and Value Assessment
Support services may represent a significant component of your total investment in scheduling software. Understanding the cost structure and conducting value assessment for support services ensures you select appropriate coverage levels without unnecessary expenditure. When evaluating vendors like Shyft, carefully examine their support pricing models and included services.
- Support Tiers: Review the different support packages offered, including standard support and premium options with enhanced services.
- Included vs. Add-On Services: Clarify which support services are included in your subscription and which require additional fees.
- Implementation Costs: Understand one-time charges for implementation services, data migration, and initial training.
- Ongoing Training Fees: Determine whether additional training sessions, custom training, or advanced education incurs extra costs.
- Customization Assistance: Evaluate pricing for support with system customization, report development, and integration services.
When assessing support costs, consider both explicit fees and the implicit costs of inadequate support, including potential productivity losses, implementation delays, and suboptimal system utilization. For organizations with complex operations or limited internal IT resources, premium support options may deliver substantial value despite higher costs. Request case studies or testimonials that demonstrate scheduling software ROI and support value from existing customers in similar industries.
Evaluating Support Quality Through Customer References
Direct feedback from existing customers provides invaluable insights into a vendor’s actual support performance beyond marketing claims. Customer references reveal patterns in support quality, responsiveness, and effectiveness across different scenarios. When evaluating scheduling software vendors like Shyft, develop a structured approach to gathering and assessing customer feedback about support experiences.
- Reference Checks: Request contact information for customers with similar size, industry, and implementation complexity to discuss their support experiences.
- Review Platforms: Examine ratings and comments on software review sites, paying particular attention to mentions of support quality.
- Case Studies: Look for detailed success stories that include information about the vendor’s support during implementation and ongoing operations.
- Industry Reputation: Consult industry analysts and reports that evaluate vendor support capabilities and customer satisfaction.
- Support-Specific Questions: Develop targeted questions about support experiences, including examples of complex issue resolution and responsiveness during critical situations.
When speaking with references, ask about their experiences during different phases of the relationship, from implementation to daily operations and through system updates or changes. Inquire about how the vendor responds to system performance concerns and feature requests. Look for patterns across multiple references rather than relying on single experiences, and seek input from organizations that have been using the system for different lengths of time.
Key Considerations for Your Support Evaluation
When conducting your support capabilities evaluation, several strategic considerations can help focus your assessment on factors most relevant to your organization’s needs. Aligning support evaluation with your specific context increases the likelihood of selecting a vendor whose support model matches your requirements.
- Internal Capabilities Assessment: Evaluate your own IT and operational support resources to determine where vendor support must fill gaps versus areas where internal expertise exists.
- Critical Business Periods: Identify times when scheduling is most critical for your operations and ensure support availability aligns with these periods.
- Growth Projections: Consider how your support needs may evolve as your organization grows or changes, and verify the vendor can scale accordingly.
- Technology Adoption Maturity: Assess your workforce’s comfort level with new technology to determine the intensity of training and ongoing support required.
- Multilingual Requirements: For organizations with diverse workforces, evaluate support availability in required languages.
Develop a comprehensive checklist of support requirements based on these considerations to use during vendor evaluations. Prioritize these requirements to distinguish between must-have support capabilities and nice-to-have features. Consider creating scenarios based on potential challenges specific to your operation, such as managing shift changes during peak periods, and ask vendors to explain their support approach for each situation.
Conclusion
Thoroughly evaluating support capabilities is a critical component of the vendor selection process for scheduling software. The right support infrastructure ensures successful implementation, drives user adoption, and maximizes your return on investment. By systematically assessing support channels, availability, implementation assistance, training resources, ongoing support, and cost structures, you can identify vendors whose support models align with your organizational needs.
When evaluating solutions like Shyft, look beyond feature comparisons to understand the complete support ecosystem available to your team. Request detailed information about support offerings, verify capabilities through customer references, and ensure support contracts clearly define service levels and expectations. Remember that the most valuable support relationships combine responsive issue resolution with proactive guidance that helps your organization continually optimize scheduling practices. By prioritizing comprehensive support capabilities in your vendor selection process, you lay the foundation for a successful long-term partnership that delivers ongoing value as your workforce management needs evolve.
FAQ
1. What are the most important support channels to look for when selecting a scheduling software vendor?
The most critical support channels typically include live technical support (phone, chat, email), comprehensive self-service resources (knowledge base, tutorials, documentation), and in-app assistance. For complex implementations, dedicated implementation specialists and account managers provide valuable guidance. The ideal mix depends on your team’s preferences and technical proficiency. Most organizations benefit from vendors offering multiple support channels that accommodate different issue types and urgency levels. When evaluating vendors like Shyft, assess the quality and accessibility of each channel rather than simply counting available options.
2. How should we evaluate a vendor’s implementation support capabilities?
Evaluate implementation support by examining the vendor’s structured methodology, dedicated resources, timeline expectations, and data migration assistance. Request detailed implementation plans that outline responsibilities for both parties. Ask about customization capabilities, integration support, and configuration guidance. Review training programs for administrators and end-users during the implementation phase. Speaking with reference customers who have completed implementation provides valuable insights into the vendor’s actual performance. Look for vendors with experience implementing solutions for organizations similar to yours in size, complexity, and industry.
3. What should we look for in support service level agreements (SLAs)?
When reviewing support SLAs, focus on response time commitments for different issue priorities, support availability hours, and issue resolution timeframes. Evaluate how priorities are defined and whether escalation procedures are clearly outlined. Check if the SLA includes performance guarantees and any remedies for missed targets. Verify coverage hours align with your operational schedule, especially if you require weekend or overnight support. Ask for historical performance metrics demonstrating the vendor’s track record of meeting SLA commitments. Finally, ensure the SLA addresses all relevant support channels and specifies measurement methodologies.
4. How can we determine if a vendor’s support team has sufficient expertise for our industry?
To assess industry-specific support expertise, inquire about the vendor’s experience in your sector and whether they have dedicated industry specialists on their support team. Ask about industry-specific training provided to support personnel and how knowledge is maintained. Request customer references from your industry to discuss their experiences with the support team’s domain knowledge. Review any industry-specific resources, best practices, or configuration guides they offer. During demos, present scenarios unique to your industry and evaluate the vendor’s understanding of associated challenges and solutions. Their familiarity with industry terminology and compliance requirements can indicate depth of expertise.
5. What should we consider regarding support costs when selecting a scheduling software vendor?
When evaluating support costs, understand the structure of support tiers and what services are included in base subscription versus premium packages. Identify any additional charges for implementation, training, customization assistance, or after-hours support. Consider the total cost of ownership, including both explicit support fees and potential costs of inadequate support. For organizations with complex scheduling needs or limited internal IT resources, premium support options may deliver substantial value despite higher costs. Request detailed breakdowns of all support-related expenses and clarify whether costs will change as your user count grows or as you add system capabilities.