Professional Services

Realize your workflow goals faster

Our team is with you every step of the way. For when you need additional support, our services team is here to accelerate and increase the value you get from Tines.

MarsBEYON CyberOak Ridge National Laboratory
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Fine-tuning every stage of workflow automation maturity

Advisory

The path to workflow maturity is evolving as technologies change. Our advisory services provide coaching and consulting on how to optimize your workflows.

Automation workshop

These offer an assessment of your workflow environment to identify new use cases and iterate on your processes. We’ll identify whitespace, develop a short-and long-term plan.

Technical training

At any stage in your automation journey, hands-on training provides your team with the guidance and coaching they need from our expert trainers.

Story building

We’ll jump-start your journey by building a selection of end-to-end use cases while your team goes through onboarding and initial training.

Migration

Our experts provide the project management and technical expertise to support you. We look for opportunities to optimize your workflow strategy and embed your team into Tines.

Don’t take our word for it

This proactive support helped us overcome initial deployment challenges and optimize our use of the platform.
Abubakar Mohd
Chief Technology Officer,
Beyon Cyber
Tines’ service has made a huge impact on our decision-making with the product and internally.
Security Leader
National Research Firm
faster product adoption with professional services
30%more workflows compared to the average

Why professional services?

The service isn't complete until you achieve your project outcomes. Uniquely positioned to set you up for success.

Momentum

Realize near immediate time to value with our professional services experts.

Transparency

Each initiative is tracked by our project management team with weekly milestone reports.

Goal-oriented

Everything about the program, including any modifications, are aligned with your goals and timelines.

Meet the team

We’re proud of and regularly recognized for our people. Meet your partners for your Tines journey.

G2 award badge: Best Support, Mid-market, Spring 2023G2 award badge: Easiest to do business with, Mid-market, Spring 2023G2 award badge: Best Service, Fall 2023G2 award badge: Best Relationship, Spring 2024G2 award badge: Leader, Enterprise, Spring 2024

FAQs about
Tines professional services

What is Tines’ approach to packaging professional services?

How can I best estimate my outcome needs?

Estimating outcomes should be based on story complexity. Asking the following questions in advance can help our team scope your needs with you:

  • Is there branching logic?

  • How many tools are you looking to interact with throughout the workflow?

  • Will it call on other workflows (i.e. send to story)?

Does one outcome equal one workflow?

Not always. A single outcome can require more than one workflow or ‘story’, and therefore occupy more than 1 license spot. For example, one outcome might translate to more than one story (ie: a phishing workflow could encompass a couple stories and a couple send to stories).

Is there a recommended number of credits to start with?

The number of credits you need will depend highly on the stage of maturity for your workflow automation program. 

  • If this is your first time building a workflow automation program, 20-30 credits is recommended. 

  • If you are migrating from an existing platform to Tines, 33-53 credits are recommended.

  • If you are running a large-scale program, 18-32 credits is recommended. 

Our highest impact programs include a mix of technical training, story building, and advisory services.

Approximately how long do services take to complete?

The length of a services engagement varies based on the outcomes agreed upon during

scoping. Below are some example thresholds based on outcomes:

  • 3 weeks for up to 2 outcomes

  • 12 weeks fo up to 6 outcomes 

  • 20 weeks for up to 10 outcomes

We always agree to the outcomes and timeline during the scoping process.

What are the Terms & Conditions for the professional services credits model?

Please see our professional services agreement here.

What does an ideal scoping call look like?

The call is 60 minutes to discuss your workflow initiative and goals. 

Ahead of the scoping call, potential subscribers will fill in a scoping spreadsheet. During the call, we'll talk through the spreadsheet and the customer will walk through the existing steps for their use cases today. Ideally, we talk through any tooling that will need to interact with the workflows as well. 

Within 48-72 hours of the call, we'll share an estimated level of effort and associated cost with you to review.

Will Tines employees need access to my tenant to deliver the services? If so, how is that managed?

Yes. To deliver the services effectively, we’ll need to grant your dedicated Tines team temporary access to your tenant. We can discuss how to provision this with our roles and your SSO provider, if needed. 

What is the difference between professional services and support?

Support is there to answer technical questions and troubleshoot issues within your Tines tenant. Services are to deliver outcomes, support your building, and discuss your business strategy with Tines. For a full overview of our support services, please see our Support Reference Guide.

I’m a partner. How can I learn more about delivering services related to the Tines platform?

You can find information on our partner portal here. If you already have a signed agreement in place but don’t have access to the portal, contact partnerportal@tines.com.

What should I do to prepare for a migration?

There are three tactical areas to focus on in preparation for a migration below. For a more detailed look at migration, see our blog post, ‘Migrating from legacy SOAR platform to Tines: a step-by-step guide.”

  1. Set up: Does our team have the necessary access to your systems included those that are on-prem?

  2. Prerequisites: Execute on the pre-work including the following,

    1. Identifying your top use cases by priority

    2. Documenting any existing workflows

    3. Testing your credentials for your tools

    4. Identifying stakeholders within your team

  3. Collaboration

    The key to migration success is close-collaboration between your team and ours. The best, most efficient programs include our teams meeting regularly for office hours and your team providing timely feedback on each use case.

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