Services
Services that get you live — and keep your team effective.
The platform stands on its own — most organizations set up UsOS™ and run. When you'd rather not do it alone, two professional-service tracks are available: one to get your organization fully live on UsOS, and one to build the internal capacity that keeps it running well. Both are engaged separately from your platform membership.
Separate from your membership
These are professional services, scoped and contracted on their own — not a tier of the platform and not bundled into a subscription. You engage them when they're useful and skip them when they're not. Your UsOS membership gives you the full product either way.
Implementation & build-out
Getting your organization fully live on UsOS.
Standing up a new operating platform is more than flipping a switch — it's moving your real data in, connecting the tools you already depend on, and getting your team working the new way with confidence. HeartTech's implementation practice does that work with you, so going live is a date on the calendar rather than an open-ended project.
- Discovery — mapping how your organization actually works today, and how it should work on UsOS.
- Data migration — bringing your existing records, finances, and documents across cleanly, with nothing left behind.
- Custom integrations — connecting UsOS to the systems you're keeping, so information flows instead of getting re-entered.
- Team training — hands-on sessions so staff are productive from day one, not left to figure it out.
Most implementations run in weeks, not months — the platform is built to onboard without a long rollout, so the engagement stays focused on your specifics rather than fighting the software.
Organizational enablement
Building the internal capacity to run well.
Software changes how work moves, but not on its own — the organizations that get the most from UsOS are the ones whose teams are set up to use it well. Our enablement track is advisory work focused on exactly that: clarifying how a team operates, strengthening the practices that keep it effective, and helping leaders build the internal capacity to sustain the change. It can run on its own or alongside an implementation.
- Advisory sessions for leaders on operating rhythm, roles, and decision-making.
- Team-effectiveness work — clarifying responsibilities, communication, and how work actually gets done.
- Capacity-building so the organization can carry the practices forward without ongoing outside help.
- Available individually or bundled with an implementation engagement.
How an engagement works
Scoped first, then delivered — no open-ended retainers.
Every engagement starts the same way: a conversation to understand what you actually need, a written scope so there are no surprises, then the work itself. You know what you're getting before it begins.
01
Discovery
A working conversation about where you are, what's in the way, and what a good outcome looks like.
02
Scope
A clear, written proposal — what's included, how it's delivered, and what it costs — agreed before any work starts.
03
Delivery
The work, done with your team rather than at them, with a defined finish line instead of an open tab.
Both tracks are priced by scope — every organization's starting point is different, so a real figure comes out of the discovery conversation, not a table on a web page.
Talk to us about an engagement →No commitment — the first conversation is just to see if it's a fit.