Consulting Services


Newforma Professional Services consultants have a simple mission: to raise your company’s efficiency. Their best practices extend from initial deployment through the development of custom workflows. Specialized expertise liberates your busy IT team to focus on other tasks.

Learn more about Services for:

Newforma Project Center Services


Getting Started

This package is the fastest way to get up and running. After a few hours of consultation to install and configure your software, we train your administrators and users on the foundation features that will have them earning a return on your investment immediately. Hit the ground running!


Third-Party Product Integration

Save time on data entry, eliminate opportunities for mistakes, and create a more consistent user experience. Integrate Newforma Project Center with enterprise systems such as Bentley® ProjectWise®, IBM® FileNet, Microsoft® SharePoint, and Deltek® Vision®.

“The work by Newforma Professional Services was completed as requested and to our satisfaction. The Senior Professional Services Consultant was fantastic, helpful and responsive – especially given the time zone differences.”

Project Email Addressing Configuration

When you create a project email address, team members can automatically file emails by including the address in their emails’ To… or Cc… fields. Easy

Office 365 Newforma Project Center Configuration

As you move to the cloud, Newforma moves with you. Free up your IT staff to focus on other initiatives by having the Professional Services team configure your Newforma Project Center to work seamlessly with Office 365.

“Newforma Professional Services did a terrific job on our Office 365 Migration.”

Forms and Reports Customization

Your company has developed forms and reports that meet your standards for excellence. Customize your Newforma documents to match. Popular reports are those for submittals, RFIs, site visits, and punch lists, as well as form letters.

Server Upgrade Service

Because they happen irregularly, server upgrades can force your IT team to wrestle with surprises that have arisen since the last upgrade. Instead, our Professional Services team will employ its experience with thousands of upgrades to deliver predictable results with less downtime.

“I am very happy with the Server Migration service and so glad we decided to engage with the Professional Services group to assist us. Top notch!”

Optimizations Services

Identify performance bottlenecks and opportunities for workflow improvements, efficiency gains, risk mitigation and a better user experience. Select from the following options:

Technical Optimization

We focus on your technical ecosystem to recommend best practice configurations, with a special eye to supporting Newforma Cloud Services.

Utilization Optimization

Newforma Project Center has much to offer your teams, and we know how to inspire them to take advantage of those tools. We analyze usage and recommend tips and tricks that get results!

Process Optimization

Newforma software is flexible, to adapt to your workflows. We analyze usage and recommend ways to make your processes sing. Includes an on-site kick-off and presentation of the final report.

Custom Optimization

We’ll tailor a service to meet the goals of your organization.

“Honestly…  an optimization exercise with Newforma Professional Services has been extremely helpful. They go above and beyond! Can’t say enough good words for them.”

Project Tracker Customized Reporting

Make faster, more-informed decisions. The Project Tracker custom activity center enables you to improve quality assurance processes, develop best-practice metrics, and generate custom reports across multiple projects.

General Consulting Services

If you didn’t find an offering that meets your needs, the Professional Services team will create a custom statement of work to accomplish your goals and make your project teams more productive.

“Recently our firm was challenged with bringing a separate Newforma Project Center and Info Exchange environment into our own. We engaged Newforma Professional Services to perform a Project Migration for Mergers and Acquisitions service. Our experience with the migration was awesome from planning to execution.”

Newforma Project Cloud Services

Getting Started

The Professional Services team will help you get your project started and properly configured with just a few hours of consulting. Then your project team will be trained with convenient instructor-led webinars, so that your team will rapidly see the advantage of have one place to process submittals and RFIs, redline and stamp documents, and share project information.