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Service Offerings

Comprehensive planning, design, implementation, and training to help you maximize your technology investment.

We understand that making the most of technology first requires thoughtful planning to address both business and IT needs, then effectively designing and deploying systems to meet those needs. Bottomline offers a variety of professional services and training programs to help our customers speed solution deployment, support user adoption, and maintain productive up-time. Delighting our customers drives all we do.

Financial Process Consulting Services

Your Roadmap to Straight through Processing Solutions

Bottomline's consultants have designed, implemented, and deployed hundreds of enterprise-class payment processing systems with large financial institutions and corporations. We bring deep domain expertise to every implementation, including knowledge of:

  • Standards and connectivity formats such as SWIFT, ISO, EDI, and BAI for communication between banks and corporations.
  • Complex international financial processes such as electronic payments, foreign exchange, and wires.
  • Internal corporate treasury management and accounts payable processes.

Bottomline Professional Services offers a proven methodology for electronic payments processing that is focused on developing a better customer experience. In following Bottomline's approach, our clients have improved their competitive position, reduced their risk, and improved their services to customers. Our consultants can help your business:

  • Define new workflow to transition manual process steps to the web.
  • Capture a customer-centric view of your applications to create a unified working experience for your customers.
  • Define a framework for growth that allows your customer user experience to evolve as needed.
  • Create an effective roadmap for delivery.


Cyber Fraud and Risk Management Strategy and Implementation

Speeding Your Time to Effective Fraud and Data Theft Prevention and Helping Your Meet Compliance Requirements

Bottomline, combined with Intellinx fraud prevention experience, has helped over 200 companies plan for and rapidly deploy solutions for protection against cyber-attacks, insider threats, web and mobile fraud, payment fraud, and money laundering, as well as ensure regulatory compliance.

Fraud is a large and growing problem, and Bottomline has the solutions and experience to help you understand and address these challenges. Whether you need training to manage your own implementation, and or need external support, Bottomline and partner consultants can help you:

  • Understand the challenges of preventing and fraud from both internal and external bad malicious users;.
  • Manage compliance with regulations such as Sarbanes–Oxley, HIPAA/HITECH, Basel II-III/Solvency
  • Understand how to manage cases of suspicious user behavior to both address current issues and stop future attacks
  • Which are the best techniques and technologies to Combat Money Laundering and Financing of Terrorism
  • How to best manage the processes of creating and managing enterprise fraud cases.
  • Manage key project stages including Risk & Business Assessment, Functional Specifications, Implementation, Testing, Training, Production Deployment, and Production Refinement

Web Payments Strategy Consulting

Bringing Electronic Payments and Check Printing to the Web

Bottomline has a long history in payment processing. With years of experience in accounts payable, treasury management, and electronic payments and disbursements, our consultants can help you move your payments processing seamlessly to the web.

Payments are following the same trend as many other corporate and financial processes, moving online for ease of access, connectivity, and distributed processing. However, as your Accounts Payable and Treasury functions move from centralized functions to distributed online processes, there are many challenges to deal with, such as:

  • Are your accounts organized correctly to support a distributed disbursements function?
  • If approvals become distributed, how will reporting and audit functions change?
  • How will you have to key your data to support two- or three-way matching for reconciliation at an appropriate level of detail?

Bottomline's consultants can help you:

  • Understand the challenges of moving payments processes to the web.
  • Prepare your organization to be ready for the move.
  • Create an informed, action-based roadmap for change.


Financial Document Automation Implementation Services

Speeding Your Time to Document Automation Operational Readiness

The methodologies adopted by Bottomline have been one of the major factors contributing to the success of our previously implemented projects. Good control, documentation, project planning, and efficient coordination of all the various elements are vital to the overall success of delivering the solution. Our Financial Document Automation Implementation service offerings plans for the entire engagement.

Our deep domain expertise allows us to guide your team through the project lifecycle, including:

  • Integration assessment with business process review
  • Project planning
  • Solution configuration
  • Delivery, training, and support

Custom Solutions

Tailored Enterprise Application Services

Bottomline's Custom Solutions Group has a proven track record of on-time, on-budget delivery of complex enterprise applications to a large customer base, including many Fortune 500 companies. With a methodology that limits risk and focuses on quality, Bottomline consultants can help you be successful with your most important and high-profile cash management and payments projects using Bottomline solutions.

Our deep domain expertise allows us to guide your team through the project lifecycle, including:

  • Business requirements gathering
  • Project planning
  • Solution specification and design
  • Custom implementation and delivery
  • Training and support


Educational Services

Maximize User Knowledge and Skills

Whether you’re a new user or are in need of a refresher course, Bottomline has an educational program to suit your needs. Educational programs include basic “how to” user instruction, custom training, system development, and system administration. Courses can be delivered in a traditional classroom environment at a Bottomline Technologies facility, customer-specific on-site sessions, or one-on-one mentoring sessions.

Learn more about our Training Programs.

Document Services

Rapid Design and Delivery of Customized Forms and Documents

If you are short on resources or time to meet your project deadlines, Bottomline can help. Our on-staff experts can quickly and efficiently design high-quality forms, or scan and digitize logos and signatures to help you customize your form projects to maintain corporate branding.

  • Document Capture and Imaging: Managed by Bottomline's Transaction Centers, outsourced data capture services offer a unique combination of highly-trained technicians and proven character recognition technologies to quickly and accurately capture data down to the line-item level.
  • Forms Design: Our expert form designers can create and deliver everything from basic form overlays to complex forms with data mapping and customized business rules.
  • Graphics Services: Bottomline offers services for scanning and tracking logos and signatures for your corporate forms.

For more details on our professional services and training options for your product and region, see our Contact Support page.