Learn more about each of Veeva’s Professional Services offerings

Veeva’s proven implementation approach consists of the following phases:

This iterative implementation model results in a partnership that ensures the highest return on investment, flexibility, and transparency throughout each milestone.

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Planning & Discovery


Define business objectives, project goals, timelines, roles, and responsibilities. This phase highlights business process inefficiencies, current-state data structure, and usage, as well as end-user requirements.


  • Recommended process improvements
  • Project plan
  • Workflow diagrams
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Configuration & Testing


Configure software based on customer-specific requirements defined during the planning phase. This phase consists of iteratively developing and testing the software prior to loading data into the system.


  • Configuration specification & requirements
  • Several, iterative sessions for requirements confirmation and configuration demonstration
  • Testing scripts
  • Testing signoff from customer
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Data Migration & System Integration Advisory


Migrate pertinent current-state data into the configured system. Advise customers and system integrators on integration best practices and system architecture.


  • Migration sheets
  • Data loaded into configured system
  • Integration specifications, workshops and testing support
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Training, Deployment & Hypercare


Provide comprehensive, tailored training for all core team users in preparation for deployment, as well as continued support during and after go-live.


  • Training materials for current and future users
  • Veeva administrator certification for power users
  • Core team users trained and ready to use the system
  • Ongoing support for all users post go-live
Hundreds of customers from emerging companies to the Fortune Global 500 trust Veeva to manage their most important processes, documents, and data.

Veeva’s commitment to customer success is total. Throughout the implementation process, they demonstrated their commitment to New Chapter’s success, really helping us, with any configurations. And because our colleagues at Veeva had real experience working in different industries, they were able to apply many best practices they learned in other industries.

Trevor Carroll | QA Manager, New Chapter


Managed Services

Veeva offers many service options to support customers based on their unique needs and business requirements. The Managed Services team is focused on customers that have a need for dedicated resources to answer questions, provide recommendations, and offer expertise. Our team will work with you to address new internal business needs, provide guidance on upcoming releases, and how to take full advantage of the software’s capabilities.


Product Release Education

Veeva provides ongoing product education to ensure that our customers are aware and educated for each new product release. We strive to make sure that our customers are getting the most value out of our products through feature education and adoption. Leveraging our product knowledge and expertise, we will be able to identify opportunities for improvement, and guide customers on how to implement change. We engage customers and strive to learn from them, while creating a community to discuss trends and best practices by industry. Our aim is to be strategic partners with tactical acumen to ensure the greatest value and ultimate success for customers.


Product Support

Veeva provides 24/7/365 product support at no cost as part of the Veeva license subscription fee. Veeva knows that ongoing support is a critical element of any software implementation and has built a robust support model to meet the needs of our enterprise and SMB customers. To learn more about our service offerings click here.


Product Training

Training is part of every solution implementation. Proper training of the individuals charged with using, maintaining, and administering your Veeva applications is critical for a successful deployment. Our Training Services team will train and mentor your staff, offering a mixture of training options, to ensure they are fully equipped to do so. Learn more about our training services organization.

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