Managed Services

A partnership shaped to fit your institution

From training and strategic guidance to ongoing configurations, optimization, data integrations and reporting, Cayuse Managed Services ensures your team gets the most out of your solutions. 

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Operational outcomes

Stay ahead of evolving needs and technology

Maintain ongoing alignment

Ensure system configurations, institutional policies, and operational workflows stay aligned to reduce risks and increase stability, even during periods of large-scale organizational change. Achieve even more ROI through continuous software optimization rather than reactive adjustments.

Reduce internal workloads

Gain dedicated specialists to supplement your in-house Research Office, from coordinated oversight of your Cayuse environment to help from professionals proficient in both your Cayuse solutions and essential research administration and grant management roles.

Improve data organization and integrations

Maintain consistent, reliable data exchange across Cayuse and connected systems as external processes and institutional needs change; improve trust in data, reporting, analytics, and decision-making with greater reliability and more consistency where systems depend on integrations.

Increase buy-in and user confidence

Ensure teams are comfortable with processes and continue to adopt new capabilities as the platform evolves through extra training services, including role-based training and enablement, adoption support during change, new-hire and team onboarding, and usage reinforcement and optimization.

Scaling your impact, not your workload

As your research enterprise grows, your administrative capacity should too. Our Managed Services provide expertise and hands-on support to ensure your team stays focused on strategic growth while we handle the operational heavy lifting.

System Optimization & Reporting

The Outcome: A Cayuse environment that evolves at the speed of your institution, ensuring data is always accurate and actionable.

  • Agile Configuration: Rapidly update workflows, forms, and approval routes as your policies change.

  • Access Management: Maintain security and continuity by managing user roles, permissions, and unit associations as your team reorganizes.

  • Intelligent Reporting: Automate the delivery of Insights dashboards and build custom reports to keep leadership informed.

  • Risk and Opportunity Flagging: Gain foresight into how operational changes and feature releases will impact your system.
System optimization and reporting

Adoption & User Enablement

The Outcome: Eliminate the knowledge gap and drive 100% platform confidence for PIs and staff alike.

  • Tailored Role-Based Training: Specific sessions for PIs, coordinators, and committees that focus on their unique daily workflows.

  • Onboarding-as-a-Service: We get new hires up to speed 40% faster, freeing your internal experts from repetitive training tasks.

  • Proactive Change Management: Stay ahead of new releases with communication templates and workshops that turn new features into immediate wins.

  • Instant Expert Access: Reduce frustration with direct access to Cayuse specialists already familiar with your specific environment.

Adoption and User Enablement

Capacity & Strategic Advisory

The Outcome: Instantly scale your office’s output with embedded experts who act as a natural extension of your team.

  • Executive Report Out: Receive periodic leadership summaries covering your office’s trends, risks, and forward-looking priorities.
  • Embedded Support: Access Cayuse-native experts who handle daily administration and compliance work within your existing processes.

  • Sustained Continuity: Protect your office against turnover by maintaining institutional knowledge and operational momentum.

  • Industry Expertise: Work with professionals proficient in both research office best practices and the Cayuse platform.

Capacity and Strategic Advisory

Integration & Data Integrity

The Outcome: Seamless, automated data flow between Cayuse and your institutional ecosystem, including ERP, HR, and finance.

  • Integration Oversight: Track system connections health to prevent data silos and address vendor updates before they cause downtime.

  • Automated Data Flows: Manage nightly protocol imports, account syncs, and general ledger extracts without manual intervention.

  • Strategic Data Loads: Get expert mapping and migration support during ERP transitions or organizational hierarchy restructures.

  • Audit-Ready Extracts: Rapidly pull custom data sets to support downstream analytics or external audits.

Integration and Data Integrity

Why institutions invest in Cayuse Managed Services

Our value framework is grounded in outcomes for every stakeholder:

For Principal Investigators: Enhanced efficiency with less paperwork, improved compliance with fewer submission errors, and faster proposal turnaround.

For Research Administrators: Increased productivity via managed configurations, business continuity during turnover, and 40% faster onboarding for new staff.

For Leadership: Maximized return on technology investment, avoidance of 2–3 new FTE hires at strategic tiers, and future-proofing against regulatory change.

Ready to Learn More?

Submit a request here if you want to learn more about how Cayuse Managed Services can help support your research administration team.

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Reduce administrative workload
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