Professional Services
Let our team of expert consultants set you up for success and accelerate your time to value.
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How Orlo Professional Services works
Our professional services team partners with you to achieve your key initiatives and maximise your value on investment, quickly and efficiently. We ensure optimal performance, deliver comprehensive user training, and provide ongoing maintenance to keep your programme running smoothly and continuously delivering value.
We collaborate to understand your organisational goals, define success metrics, and create a clear strategic execution plan tailored to your needs.
Step 2: Build
Our team brings the agreed plan to life, configuring and implementing the Orlo platform to match your workflows and deliver the outcomes you expect.
Step 3: Grow
We train, and equip your teams with ready-to-use processes, ensuring they can confidently adopt the platform and continue to drive long-term value.
Speed up your success
Speed and efficiency
We handle the details so you can focus on what matters, getting results and community impact.
Time to value
Increase the value on the investment timeline.
Extension of your team
Our team work alongside you as an extension of your department.
Our Team
Rosie Knight
Head of Value Delivery
Rebecca Price
Training Manager
Rory Simmonds
Implementation Consultant
Step 1: Consultation
We collaborate to understand your organisational goals, define success metrics, and create a clear strategic execution plan tailored to your needs.
Our consultation process is designed to ask the right questions, challenge your thinking, uncover pain points, and identify opportunities that may not be immediately visible.
We know that meaningful change does not happen without the right stakeholders involved from the start, so by working together early we help align priorities, build shared ownership, and set the scene for a successful project.
Drawing on our industry experience working with over 400 public sector organisations, we share practical insights, proven approaches, and informed recommendations to help you make confident, evidence-based decisions.
Step 2: Implementation
We create insights streams and surveys set up for your requirements ready for you to use.
Surveys
Survey build and customisation
We create your surveys based on your brief, with all the advanced logic, validation, and conditions needed for accurate results.
Key Points:
- Advanced survey logic: skip logic, page routing, validation
- Professional formatting and layout
- Optional branding (logo, colours, theme)
- Translation into 50+ languages
Connections, migrations and data imports
We work alongside you to connect with our chosen third-party, Twilio.
Key Points:
- Email and SMS connections via Twilio
- Offline survey imports
- Tool migrations of surveys
Reporting and dashboards
Custom dashboards and reports built for you - ready to share with stakeholders.
Key Points:
- Real-time dashboards with filters and customised charts
- Custom reports tailored to your KPIs
Moving from another tool?
We can support a seamless migration of your processes and ways of working, reducing any impact on your team’s processes.
- Migration of tags
- Data imports
- Dashboard
- Pre-canned responses
- Permissions and groupings
- Template content
Step 3: Training
Get trained by our experts on how to use the Orlo platform to its full potential.
Collaborative Learning
Bespoke sessions designed to bridge the gap between your unique organisational goals and how to use the Orlo platform alongside those. These interactive sessions ensure your entire team is aligned, confident, and working towards shared KPIs.
- Tailored strategy sessions: Align Orlo’s capabilities with your specific department goals and communication strategies.
- Team-centred sessions: Collaborative learning environments that ensure every user understands their role and objectives with Orlo.
- Best practice sharing: Gain insights from our experts on how similar public-sector organisations maximise their Orlo usage.
Learn and Build
Comprehensive training and implementation support to ensure your Orlo instance is configured for success from day one. This “hands-on” approach blends technical setup with practical user training to build long-term internal expertise.
- On-site implementation: Specialist-led setup to ensure your platform configuration is set up in the right way.
- In-depth user training: Practical, deep-dive sessions that empower your team to use every module with ease.
- Go-live support: Hands-on assistance during your initial rollout to mitigate risks and ensure a smooth transition for all users.
Custom Packages
Flexible service options designed to grow with your organisation. Whether you need a specific tactical “bolt-on” or a more in-depth learning journey across the entire Orlo platform, we can build a package that fits your requirements.
- Single bolt-on options: Targeted support for specific features, such as Orlo’s Reporting or Customer Service modules.
- Blended learning journeys: A mix of training modules covering the full breadth of Orlo, from Social Media Management to Voice of the Community.
- Scalable support: Flexible training hours that can be used as your communications and digital strategies evolve.
Schedule a consultation
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Trusted across the public sector
Carolyne M.
Digital Team Leader
“Orlo gets my vote!”
As a customer service tool it is fantastic and we found it invaluable for emergencies such as weather, to get the team on message for getting crucial information out quickly.
23
31 reviews (4.4 out of 5)
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Don’t miss out – stay in the know.
Inspiring thought-leadership content
Exciting product announcements
Upcoming webinars and events
