Care Plan

After handover, we keep improving it with you.

We build the system, hand it over, and keep improving it with you. Your staff run the system day to day. The Care Plan is an optional recurring service for the changes that come next: new features and workflows, fixes and fine-tuning.

Continuous improvement is the point: ongoing fixes, fine-tuning, and new workflows as your process changes over time.

What is included

Three kinds of work.

01

New features & workflows

Extend the system as the business changes: a new pipeline, a new outreach segment, a new integration.

02

Fixes

Repair breaks caused by vendor updates, API changes or data issues, and keep documentation current.

03

Fine-tuning

Adjust prompts, templates, rules and reports based on how your team actually uses the system.

Responsibilities

Client does vs SML does.

Care Plan responsibilities
Client doesSML does
Runs and approves day-to-day operationHandles agreed change requests within the plan
Raises requests through the agreed channelFixes faults and keeps runbooks current
Keeps vendor licences active and paidReviews usage and suggests improvements
Approves any change before it goes liveReports work done in a monthly change log

Plan details

Tiers and terms.

Care Plan scope, fees and notice period are agreed with you after handover and set out in the plan.

Not included: vendor licence fees (paid by the client directly), new service lines (quoted as a new implementation), and 24/7 on-call unless agreed.

Next step

Ask about a Care Plan.

Tell us what your system needs next. We will scope it as Care Plan work or a new build.