Your partner from day one for long-term digital preservation success
Expert consultants embedded in your programme — listening, designing, implementing, and connecting everything — so your digital archive reaches its full potential, faster.
Tailored and personal approach focused on your use case & objectives
Accelerate digital preservation projects & protect content sooner
Dedicated advice and best practice guidance from digital preservation experts
Faster time to value for your digital preservation investment
Every Preservica customer's digital preservation journey is unique. Our Professional Services team brings senior consultants with deep technical and domain expertise directly into your programme — tailoring every engagement to your content, your workflows, and your organization's goals. From the first conversation to the final integration, we work alongside you to protect what matters most.
Your Professional Services Journey
A structured journey from contract to confidence
We begin by listening. Your consultant takes time to understand your organization's goals, content challenges, and what success looks like — before any configuration begins.
- Analyze your backlog — review location and content backlog to define the best ingest method
- Kick-off & Discovery workshops — architecture, digital content, and metadata sessions with key stakeholders
- Define success criteria — agree measurable outcomes and project scope
- Risk register — identify known risks and agree management strategies from the start
With your goals established, we design an engagement built around your organization — not a generic template. Every decision is documented so your whole team stays aligned.
- Structure your archive — document agreed archival structure and file plan guidelines
- Manage metadata — advise on customizing schemas and how to ingest, index, and enrich metadata
- Document access controls — define and configure required security tags and user roles
- Solution Design workshops — 25+ tailored sessions covering data security, storage, retention, APIs, and more
The plan becomes reality. Your consultant works alongside your team to configure Preservica, get content ingested, and build the operational confidence to run your archive independently.
- Upload large volumes — guidance on ingesting content quickly and efficiently at scale
- Define preservation policies — configure storage policies, analyze file formats, and optimize costs
- Engagement & Success Plan — a living record of all key decisions, co-owned with your team
- System integrations — SAML/SSO, catalog connectors, Preserve365/M365, and support for API-based custom integrations
Delivery doesn't mean the relationship ends. We stay close to your programme — reviewing progress, tracking outcomes, and making sure your investment continues to deliver value.
- Reporting and validation — technical validation, including fixity checks, confirms your content is preserved and your project is complete
- Project reviews — evaluate progress against objectives, prioritize next steps, discuss ROI
- New feature reviews & training — advance notice of releases, personalized pre-release training
- Executive engagement — Preservica's leadership team is available for strategic discussions as they're needed
What's included in your Professional Services engagement
| Feature | What it involves | How it benefits you |
|---|---|---|
| Dedicated PS Consultant | A consultant for the full engagement, coordinating in team specialists whenever your project calls for them | A trusted, consistent point of contact - backed by the depth of expertise across the whole team |
| Discovery Sessions | Focused workshops covering architectural overview, digital content landscape, and metadata frameworks | Shared understanding of scope before any configuration begins — reducing rework and misalignment |
| Engagement & Success Plan | A tailored roadmap with milestones, session schedule, roles, and defined success criteria | Clear direction and accountability for both your team and ours from day one |
| Solution Design Workshops | Over 25 available topic-specific workshops from data security and storage through to retention management and API configuration | Focused, practical sessions that accelerate adoption and prevent common implementation mistakes |
| Ingest Support | Guidance on uploading large content volumes, managing migration workstreams, and tracking ingest throughput | Content reaches Preservica faster and with fewer errors — protecting your preservation timeline |
| System Integrations | Hands-on support for SAML/SSO, catalog connectors, Preserve365/M365, and support for API-based custom integrations | Preservica works within your existing technology estate from day one — no siloed implementation |
| Project Reviews | Online progress review with your PS Consultant and Customer Success Manager covering achievements, lessons learned, and next priorities | Regular checkpoints to measure return on investment and recalibrate as your program evolves |
| New Feature Reviews | Advance notice of new product features, personalized pre-release training tailored to your use case | Your team stays ahead of the product — surfacing value from new capabilities as soon as they land |
“Working with Preservica Professional Services was a great decision for our organization. We had some very specific questions and requirements to address in order to transition to using Preservica, and the Professional Services team helped us to meet all these needs. It was very helpful to have someone to walk us through using the system, after which the team created scripts to help us move our backlog material into Preservica to ensure that our metadata was maintained.”
Sarah Galligan, Director of Archival and Library Collections, New Hampshire Historical Society