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Onefile ProServices: Driving Customer Success from Day One

Written by Admin | Feb 20, 2026 11:41:56 AM

 By Sarah Ellis, Vice President of Operations and Delivery.

As the leading learner management platform, Onefile strives to go the extra mile for customers, linking the technical capabilities of our software with professional consulting and customers’ business needs.

We also recognise that adopting a new learner management platform is not just a technical decision, it’s an emotional one. For many organisations, the thought of moving years of learner data, compliance evidence and in-flight records to a new platform can feel daunting. At Onefile, we’ve listened carefully to this concern. We understand the anxiety that can come with trusting a new partner with your data, and we’ve built our ProServices approach to ensure that every migration is secure, structured and seamless, giving you complete confidence that your data is in safe hands.

Here, Sarah Ellis, Vice President of Operations & Delivery explains how Onefile’s ProServices team is helping businesses reach the next level by delivering a comprehensive ‘white glove’ service before they come on board.

Onefile customers all have different professional services’ requirements. The software applications they use and the intricacies of how they operate vary widely, which is why, as their provider, we need to fully understand just what makes them tick.

We’ve always prided ourselves on delivering great technical services and support, helping new customers with onboarding and initial implementation so they hit the ground running. And for existing customers we’ve provided the professional consulting and training advice they’ve needed to grow their businesses and organisations.

Now, as part of a more forensic, deep dive approach, and our determination that customers get the most from our systems right from day one, we’re offering technical and business consulting support at the point of sale.

Adam Fogo, our Head of Technical Projects, is the bridge between the sales and technical teams, ensuring that all our new customers have a dedicated success manager well beyond initial staff training and system implementation. By getting involved at pre-sales stage, he and his team get to know a business’s current and future plans, helping them make optimum use of our products’ technical capabilities.

Increasingly, our ProServices team is assisting customers with their data migration – one of the areas that understandably causes the greatest concern when changing systems. Whether its legacy data built up over many years or in-flight learner records that must remain compliant and audit-ready, we ensure every dataset is carefully extracted, validated, reconfigured and securely migrated to Onefile.

Our structured, proven methodology removes the risk and manual burden from your teams. Instead of worrying about transferring RPL records, funding evidence, compliance documentation or learner progress files, you can focus on running your provision, supporting learners and preparing for growth – confident that Onefile has your data protected and under control.

Data migration forms a core part of our value proposition and is delivered as a comprehensive, detailed ‘white glove’ service – leaving customers with a clean, accurate and fully functional learner management system that can be adapted and augmented in line with changing requirements.

Among the many Onefile clients our ProServices team has helped to achieve successful data migration is training provider Leep Talent.

Before coming to Onefile, Leep Talent had operational and data issues due to configuration problems with its previous portfolio. But, with the help of the ProServices team, the company was able to export and package data from its old system, successfully transferring more than 500 students over to the new platform.

Better continuity helped the apprentices prepare for their final portfolios, supporting compliance and allowing Leep Talent to track learner progress more accurately. And Leep Talent tutors now make full use of the insights available through Onefile’s dashboard and reports.

Leep Talent said:
“Consolidating all our apprentices onto a single platform has transformed the accuracy, efficiency and visibility of our programme - something we could never have achieved while working across two systems.”

Imagine how many hours a day it would take a training provider moving over to Onefile to manually input captured data such as learner records into the new system? In some cases, a company might be terminating a contract with another provider and doesn’t want to lose critical historical data. Records such as RPL and funding evidence are absolutely essential – but accurately inputting them manually is laborious, time consuming and not cost-effective.

That’s why we’ve designed our migration process to be seamless, secure and stress-free. We take ownership of the complexity, ensuring nothing is lost, compliance is maintained and your transition happens with minimal disruption.

By letting employers and providers know about our valuable data migration services before they’ve joined us as customers, we open up conversations about what software systems they currently use. It also helps us learn more about the customer’s wider aims and objectives, building trust and forging strong, lasting relationships from the very beginning.

Another way we add value is through fast tracking a customer’s software development requirements. For example, a customer might be using Onefile in a particular way which, for whatever reason, isn’t optimising the software’s capabilities. By sitting down with the customer and discussing their needs in more detail, we can put in the feature flags to give them the additional functionality they’re looking for. And, if what the customer wants isn’t ‘super bespoke,’ we can make those applications available to other customers, working with our in-house software developers to offer timely, effective solutions.

Our personalised, flexible approach means we can help clients like Leep Talent achieve so much more beyond staff training, onboarding and customer support. Our appreciation of who they are, what they do and where they’d like to go next means we can work with them on bigger projects – supporting them to achieve their ultimate goals.

Technology doesn't work in a bubble. It works when a training provider's people and processes feel like the technology ‘fits’ into their context. Onefile’s ProServices recognises this – bringing together the powerful combination of People, Process and Technology.

Ready to take your learner management platform to the next level?

Speak to our ProServices team today and discover how we can help your business grow from day one – with complete confidence that your data, and your future, are in safe hands.