Veeva Professional Services

The Veeva professional services team brings a well-balanced blend of domain-expertise and industry-leading consultancy to execute each customer’s vision. From our implementation methodology to our global training and support organization, Veeva partners with you to ensure you utilize the full capabilities of your investment.

Implementation Services 

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.

Implementation Process
Planning and 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.

  • SOW
  • Recommended process improvements
  • Project Plan
  • Workflow Diagrams Defined



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
  • Configuration Lock
  • Testing Scripts
  • Testing Signoff from Customer
Configuration and Testing
Data Migration and System Integration



Migrate pertinent current-state data into the configured system while ensuring all integration and customer requirements are documented and met.


  • Migration Sheets
  • Data loaded into configured system
  • Integration specifications, workshops and testing



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


  • Training materials for all current and future users
  • Veeva Admin Certification for power users
  • End-users trained and ready to use the system
  • Ongoing support for all users post go live
Training Deployment and Hypercare

Hundreds of customers from emerging companies to 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 Advisory

Product Advisory ensures that our customers are aware, educated, and prepared for each and every product release. Through the Product Advisory team, 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.



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

Proper training of the individuals charged with using, maintaining and administering your Veeva applications is critical for a successful deployment and that’s why our Training Services team will train and mentor your staff to ensure they are fully equipped to do so. Learn more about our training services organization