Research Administration Without Boundaries ®


InfoEd Global


More than Products - Partners with your Institution

InfoEd Global offers a full range of professional services to help you maximize the value of your InfoEd software.  InfoEd Global has all the resources your organization needs to successfully guide your projects from strategy to completion.

Our team will work with you to ensure you are optimizing your investment in InfoEd.


Expert Consulting

Industry Expert Consulting

Business Process Reviews

InfoEd Professional Services Consultants meet with both the functional users and business owners at an organization to gain and understanding of their current business practices and how they use InfoEd.

From this, the consultants are able to document the client’s current state/organizational process, analyze potential gaps in process and make recommendations for a future state.

Research Process & Accreditation Consulting

Consulting Services provides research organizations with business process analysis to streamline their processes, maximize the efficiency of their offices and ensure compliance with standards for accreditation.

Research Process Consulting can include, but is not limited to, business practice recommendations, Workflow analysis, incorporating reporting into business processes and accreditation compliance evaluation.

Training & Roll Out

Training, Documentation, Testing, & Roll Out Plan Services

Mod Admin Services

A cost effective way to add additional environments into a support agreement, access Professional Service resources, ability to direct development activities within scope and in collaboration with InfoEd Global's product roadmap.

Training & Rollout Plans

InfoEd Global's expert team members work in the InfoEd system day-in and day-out. Who would be a better fit for assistance with training? Offerings include but are not limited to one-on-one training to the eRA office administrators, training services during an implementation rollout (train the trainer) and large webinar sessions for end-users when rolling out a new module or changing business processes.

Premium Account Packages

A cost effective way to add additional environments into a support agreement, access Professional Service resources, ability to direct development activities within scope and in collaboration with InfoEd Global's product roadmap.

Expedited Enhancement Request

Often times, an institution feels the need for a change to the system in order to streamline their business process or to bridge a gap that will make their process more efficient. Now, it is not necessary to wait until InfoEd determines this enhancement is critical. If it is mission critical for a team, it can be expedited using an expedited request.

Data Integration

Data & Technical Team Services

Data Conversions / Import / Export

Professional Services has performed hundreds of data conversions, allowing organizations to move data from other systems directly into InfoEd OR a non InfoEd related tool. Clients work directly with our experienced Integration Consultants to determine what data should be moved, where it should be moved to, and how it displays in the InfoEd application.

System Integrations

Web Services and API offer organizations the ability to retrieve, and potentially send, data to and from InfoEd in real time. The staging area approach which is used when possible removes the need to interact with client legacy data systems, which means that we can integrate with just about anything.

eForm / Batch Communication Development

InfoEd Consultants are able to assist development on, or construct entirely, eForms and Batch Communications which are essential to the way organizations interact with InfoEd. Allow InfoEd to enable you to bring your eforms to the next level, using HTML and Javascript to enhance the look and feel as well as functionality and make updates to existing batch comm’s or eforms based on new institutional needs.

Authentication and Single Sign on Services

Many customers choose to integrate InfoEd with Centralized Authentication systems, such as LDAP or Microsoft® Active Directory®; or Single-Sign-On systems, such as Shibboleth®, or SiteMinder®. Our solutions accommodate most common Web security and Web access management systems.

Data Manipulation

Rather than moving data from another system to InfoEd, our Integration Consultants can also move data within InfoEd or within a non-InfoEd System. This can include items such as, but not limited to repeatable data purge scripts, merging objects within the system, changing/mMigrating department structures, combining/moving Codes and Tables and combining/merging personnel records.

Reporting - 3rd Party / InfoEd Tool

InfoEd Consultants can help organizations determine what reports they require, how to build them, or even train users how to build the reports themselves. In addition, InfoEd Consultants can construct views and data marts to organize client data and allow for more accessible reporting.

Web Services, ESA/FSA - Secure Data Loading and Transfer

Making use of staging table approach, InfoEd Professional Services is capable of creating repeatable processes to load or alter data, sometimes even including the ability to create brand new records in the system. Can be used for financial Data, Personnel HR Data, or any other record data to get it into and out of the InfoEd system easily and automatically.


Testing & Test Script Development & Documentation Creation

Test Script Development

Utilizing their experience in testing the InfoEd application and their knowledge of the client’s business processes, InfoEd Consultants are able to assist the development of, or construct entirely, test scripts for organizations to efficiently and effectively test their business processes in InfoEd.


InfoEd Consultants can help organizations create documentation that is tailored directly to their business processes.

IT Services

IT Team Services


InfoEd’s IT Services can provide upgrades for clients on unsupported environments. Services include but are not limited to performing the upgrade on the institution’s behalf, conducting Server validation prior to the upgrade, and shadowing an institution while their own team performs the upgrade.

Server Configuration

InfoEd’s IT Services also offers the ability to configure/triage database and application servers for an organization. This can include interacting with an organization’s Active Directory, LDAP, 3rd party applications or configuring their Application and Database servers.

Data Refreshes

Data Refreshes are another service offered by InfoEd’s IT Services, and allow organizations the ability to fully copy their data in one environment to another environment. Some choose to schedule these on a regular basis, monthly, annually, etc. This service has a fixed price, however there are value packages that can also be purchased.

Professional Services At A Glance

  Consulting Training & Documentation Data Integration IT Services
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