---
title: How We Support
slug: how-we-support
createdAt: 2026-03-17T15:14:08.757Z
---

We ensure you have the right expertise for every stage of your journey. Here is how we structure our Support to best serve your needs.



## Day-to-Day Requests

|                                               | **Customer Support Team**                                                                                                                                                                                                                                                                                                                                                                     | **Customer Success Manager**                                                                                                                                                                                                                                                                                                                                                             |
| --------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Focus**                                     | Immediate assistance, troubleshooting, and keeping your daily operations running smoothly.                                                                                                                                                                                                                                                                                                    | Your long-term business goals, maximizing value, and proactive planning.                                                                                                                                                                                                                                                                                                                 |
| **What they do**                              | 🐛 **Bug Reporting:** Quick resolution of technical incidents.<br />⚙️ I**nstant Application Help:** Assistance with data imports, price exports, and process scheduling.<br />🔧 **Minor Adjustments:** Handle small configuration changes, updating settings or managing user access and permissions.<br />📚 **General Guidance:** Answers based on the standard Support Services catalog. | 📈 **Strategic Consultation:** Provide guidance on how to leverage Yieldigo to support your business goals.<br />🗺️ **Future Direction:** Align product direction and priorities with your evolving needs.<br />💡 **Best Practices:** Proactive recommendations on features and additional services.<br />🗣️ **Business Reviews:** Regular check-ins focused on your success metrics. |
| **How it works**                              | A highly responsive, shared team available via Ticketing Portal, App-Chat or Helpdesk email for fast turnarounds.                                                                                                                                                                                                                                                                             | A specific person dedicated to your company who knows your context and history. Engaged via direct calls and scheduled meetings.                                                                                                                                                                                                                                                         |
| **What happens if my request is too complex** | Out-of-scope requests (major customization, reintegration, or extension) are aligned with you and, if confirmed as a major change, handed over to **Project Delivery Team**.                                                                                                                                                                                                                  | If the request becomes technical or operational in nature, it is handed over to the **Support Team**. If it requires a larger change or project work, Customer Success will align with you on scope and, upon confirmation, involve the **Project Delivery Team**.                                                                                                                       |



## Handling Complex Requests

|                  | **Project Delivery Team**                                                                                                                                                                                                                                                                                                                                                                          | **Solution Architect**                                                                                                                                                                                                                                                                                        |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Focus**        | Executing large-scale changes with defined scope, budget, and structured planning.                                                                                                                                                                                                                                                                                                                 | Designing and guiding the technical solution to ensure it fits your architecture, integrations, and long-term goals.                                                                                                                                                                                          |
| **What they do** | 🔄 **Re-integration Delivery:** Handle re-integration resulting from changes in your ERP or core systems<br />📦 **Module Expansion:** Design and deliver new application modules and major functional extensions<br />📊 **Custom Reporting:** Design and deliver complex, custom-built reports<br />🔌 **Interface Changes:** Design and implement significant interface and integration changes | **🧩 Solution Design:** Define and validate the target solution architecture<br />🔌 **Integration Guidance:** Advise on interfaces, APIs, and data structures<br />🧭 **Technical Advisory:** Support technical decision-making<br />🧪 **Design Validation:** Review proposed changes before implementation |
| **How it works** | Initiated by **Customer Support Team** or **Customer Success Manager**. A Project Manager takes over to define the scope, provide a quote, and manage the execution.                                                                                                                                                                                                                               | A **Solution Architect** engages with you through **scheduled sessions** and targeted reviews, typically in collaboration with Support, Customer Success, or Project Delivery.                                                                                                                                |

