Your priorities. Our experts. Ad-hoc consulting without the red tape.
Fast. Flexible. Success delivered. Whether it is automation, support, or your next big project, Consulting On-Demand gives you access to our certified team without the long-term commitments.
5.0
4.8Ad-hoc support to clear your backlog and unblock growth.
When priorities pile up and internal bandwidth is stretched thin, Consulting On-Demand gives you a flexible way to get things done. From automation to small builds, and from integrations to user support, our team steps in fast. Just execution when you need it.
Flexible, pay as you go
Consulting On-Demand gives you the flexibility to get expert help without the paperwork. Just quick, ad-hoc support for fixes, enhancements, and priorities that cannot wait. Use it once or as often as you need. You are always in control.
You approve it, we build it
Our consultants step in to build, fix, and enhance, only after you have approved the scope and the estimate. You stay in control and we handle the execution, without adding overhead to your team.
Access to the experts
You are getting the team that knows Cloudsquare, understands lending workflows, and builds with your industry in mind. Fast answers, smart execution, no learning curve.
Send the request. We will handle the rest.
From automation updates to integration support, reporting fixes to data cleanup, Consulting On-Demand handles the work your team cannot get to. It is the fast, flexible way to execute one-off requests, big or small.
Automations and workflow
Build a new flow, tweak existing automation, or troubleshoot a logic issue. We step in fast to build, fix, or enhance the workflows that drive your deals forward, without the overhead of a full project.
Dashboards and data
Whether you are creating dashboards, fixing reports, or cleaning up inconsistent data, we help you make sense of what is in your system. Clear insights, cleaner records, and smarter decisions, delivered without delay.
Integrations and configuration
From connecting third-party tools to adjusting layouts, fields, or permissions, we help you make the changes that keep your platform aligned with how your business actually runs.
Admin support and fixes
We handle the things your internal team does not have time for: bug fixes, user setup, permission tweaks, and system updates. Reliable help exactly when you need it.
The Consulting On-Demand process
Need help? Submit a request. We review it, provide a time estimate, and wait for your approval before any work begins. From there we break the work into clear phases, so you stay in control the entire way.
Every request
Five phases, from the request landing to the work going live.
Request
Starting is simple. Submit a request, whether one line or a detailed document. We review, follow up with any questions, and keep things moving.
In this phase, Cloudsquare will
- Review your request and any details or documents you send
- Estimate how long a full review will take, called the scoping level of effort
- Give you a rough idea of how big the full request would be to complete
- Typically reply within one business day with next steps and estimates
- Wait for your approval before starting any work
Scope
Once you approve the initial time estimate, we dive into the details. Our team reviews your request thoroughly, identifies what is needed, and outlines the exact work to be done.
In this phase, Cloudsquare will
- Review the request in detail and confirm all technical needs
- Identify dependencies, required access, or missing information
- Break the work into clear, actionable steps
- Estimate the total time and effort needed to complete the request
- Send a summary and quote for you to approve before moving forward
Build
Once you approve the estimate, we get to work. Our team builds the request exactly as scoped, whether it is a quick fix, an automation, or a more complex feature.
In this phase, Cloudsquare will
- Begin work based on the approved scope and estimate
- Build your solution using best practices
- Track time only for hands-on work performed
- Provide status updates or checkpoints if the work spans multiple days
- Flag any blockers or unexpected changes that need your input
Test
Now it is your turn to test. We walk you through what was built and give you a chance to try it out. If anything needs tweaking, we make the adjustments before deployment.
In this phase, Cloudsquare will
- Provide a summary of what was built and how it works
- Ask you to review and test it in your environment
- Make adjustments based on your feedback, if needed
- Wait for your sign-off before moving to deployment
Go-Live
Once everything is tested and approved, we move your update into production. Whether it is a quick change or a bigger release, we support your team through go-live.
In this phase, Cloudsquare will
- Move the completed work into your live environment
- Validate that everything is functioning correctly post-deployment
- Be on standby to address any immediate questions or issues
- Make any final polish or adjustments if needed
- Close out the request once you confirm everything is good to go
Start scaling your lending operations today.
Cloudsquare is the Salesforce-native lending platform backed by a team of Success Consultants who understand both your industry and the way your team works.