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92%

System adoption rate at 90 days

8 wks

Average time to go-live

60%

Reduction in support calls post go-live

34%

Faster close-the-books time

IMPLEMENTATION & TRANSITION SERVICES

Switch HOA platforms

without the chaos

Sliceo provides structured onboarding, data migration, configuration, and training so boards and community management teams go live with confidence — and actually adopt the system after launch.

See Packages Below

Ready to make the switch?

Book a 30-minute Transition Assessment call. We'll map your portfolio, identify risks, and give you a clear path forward — no commitment required.

Book a Transition Assessment

Download the Transition Checklist

IMPLEMENTATION & TRANSITION SERVICES

PACKAGES

Transparent deliverables at every level

No black-box quotes. Every tier publishes exactly what's included so you can evaluate scope before we ever get on a call.

Monthly Retainers

Already live? Continuous optimization, onboarding, and proactive support so adoption doesn't stall after go-live.

Essentials

6-month minimum

Best for: Teams that are live but need lightweight ongoing support to maintain momentum

Monthly office hours — up to 8 hours of scheduled support for configuration questions, workflow adjustments, and troubleshooting

New-hire onboarding sessions — structured training for staff joining after initial go-live, so knowledge doesn't erode with turnover

Quarterly process audit — we review how your team is actually using the system versus how it was configured, and close the gaps

Email and chat support channel with defined response SLAs

Feature release enablement briefs — when your platform ships updates, we translate them into what matters for your team

MOST POPULAR

Growth

6-month minimum

Best for: Scaling CAM operators adding new communities, onboarding acquired portfolios, or expanding platform usage across departments

Everything in Essentials, plus:

Dedicated enablement lead — a named point of contact who knows your portfolio, your team, and your operational goals

Monthly adoption analytics review — we pull usage data, identify drop-off points, and bring recommendations to each session

Workflow optimization sprints — focused two-week engagements targeting specific process bottlenecks

Integration monitoring and triage — proactive health checks on API connections, payment feeds, and data syncs

Train-the-trainer refreshers — periodic sessions to keep your internal trainers sharp and aligned with platform updates

Enterprise

12-month minimum

Best for: Multi-branch operations with complex compliance needs, high staff turnover, or ongoing platform expansion

Everything in Growth, plus:

Custom SLA and escalation path — tailored response times and a named escalation contact for urgent issues

Executive steering committee cadence — quarterly strategic reviews with leadership covering adoption health and roadmap alignment

New community onboarding playbook — a repeatable, documented process for spinning up each new community as your portfolio grows

Compliance and regional variant support — configuration adjustments for state-specific requirements and reporting obligations

Priority integration development — when you need a new connection built, you move to the front of the engineering queue

One-Time Projects

Scoped engagements with defined deliverables and a clear end date.

Transition Assessment

Best for: Boards and CAM firms evaluating a platform switch

Current-state workflow and data audit — we inventory every system, integration, and manual workaround your team relies on today

Migration plan with scope, phases, and dependencies mapped

Risk register identifying data integrity risks, compliance gaps, and operational disruptions before they happen

Integration map covering all payment rails, bank connections, vendor feeds, and third-party tools

Go-live timeline with stakeholder responsibilities and decision gates

Executive briefing document your team can use to present the plan to boards or leadership

Implementation Essentials

Best for: Single community associations or small portfolios making their first platform move

System configuration — entity setup, chart of accounts, assessment and violation structures, communication templates

Base document and workflow templates tailored to your community's operational model

Role-based permissions so board members, managers, homeowners, and vendors see only what they need

Two to three live training sessions covering day-to-day operations, reporting, and resident-facing tools

Go-live checklist and cutover coordination — we manage the switch-day logistics

14-day hypercare window with daily check-ins, rapid-response issue resolution, and adoption tracking

MOST POPULAR

Migration + Adoption Accelerator

Best for: Mid-size CAM operators switching platforms — typically managing multiple communities with active accounting, resident portals, and third-party integrations

Full data mapping and conversion — we extract, transform, and validate every record from your legacy system, including owner data, violation history, work orders, and architectural requests

Historical accounting migration with reconciliation checkpoints at each stage — current-year, prior-year, or full historical depending on scope

Bank and payment rails configuration — ACH, lockbox, and online payment processor setup with reconciliation verification

Workflow redesign — we don't just replicate your old processes in the new system; we optimize them for the new platform's strengths

Train-the-trainer program — your internal team learns to onboard new hires and handle day-to-day questions without depending on Sliceo

Adoption KPI dashboard tracking login frequency, feature usage, task completion rates, and resident engagement

30 to 60-day hypercare window with dedicated support, weekly triage calls, and optimization sprints

Enterprise Transformation

Best for: Multi-branch CAM operators, firms undergoing M&A consolidation, or organizations rolling out a platform across dozens or hundreds of communities

Multi-portfolio phased rollout plan — sequenced go-lives organized by region, portfolio complexity, or business priority

Custom integrations and engineering — API connections, data feeds, and middleware for systems not covered by out-of-the-box connectors

Change management program — stakeholder communication plans, resistance mitigation, executive alignment sessions, and feedback loops

Enablement library — a branded internal resource hub with SOPs, video walkthroughs, quick-reference guides, and searchable knowledge base content

Executive steering cadence — recurring briefings with leadership on rollout progress, adoption metrics, risk flags, and budget tracking

Dedicated project team — named project manager, migration lead, training lead, and solutions engineer assigned for the duration

PRICING DRIVERS

What drives your quote

We publish package structures because transparency matters. Final scope depends on your portfolio's specific complexity — here's what shapes it.

Number of doors and communities
Entities and ledgers in scope
Current tech stack and source system
Number and type of integrations
Banking and payment rails
Historical accounting depth
Data cleanup and chart of accounts normalization
Training hours and number of user roles
Timeline compression or phased delivery
Compliance requirements and regional variants

ADD-ONS

Attach to any package

Data Cleanup + Chart of Accounts Mapping

Chart of accounts normalization, duplicate owner resolution, inactive account cleanup, and ledger reconciliation before any data leaves your legacy system.

Banking & Payment Rails Setup

ACH enrollment, lockbox configuration, online payment processor activation, and end-to-end reconciliation validation so every dollar flows correctly from day one.

Integration Build & Monitoring

Custom API connections, webhook configuration, data feed validation, and ongoing integration health monitoring with alerting for sync failures or data drift.

Board & Member Communication Templates

Pre-written launch announcements, FAQ documents for homeowners, board transition talking points, and member portal walkthrough guides — branded to your communities.

Adoption Analytics & Quarterly Business Reviews

Recurring usage reporting, adoption scoring by role and community, feature utilization analysis, and optimization recommendations delivered in a structured QBR format.

Resale Document Workflow

Resale certificate and estoppel letter process design, automation configuration, turnaround time optimization, and fulfillment tracking.

FREQUENTLY ASKED QUESTIONS

Common questions about working with Sliceo

Ready to make the switch?

Book a 30-minute Transition Assessment call. We'll map your portfolio, identify risks, and give you a clear path forward — no commitment required.

IMPLEMENTATION & TRANSITION SERVICES

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