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CardExchange® Professional Services

CardExchange® professional services team partners with our customers to ensure they are getting the best value out of their software solutions. Our industry-oriented professionals provide services including software implementations, consulting and business process reviews, and training.

Our experienced team has successfully completed thousands of implementations across CardExchange@ suite of products, and brings their knowledge of best practices to every project. We take the time to get to know your business. By understanding at a deep level the needs of the industries we serve, and by maintaining ongoing relationships with customers, we’re able to gain insight and provide recommendations to steer the continued development of our market-leading products.


CardExchange® Consulting and our trusted partners include astute business strategists and technical experts with broad industry and functional experience. We can help you increase business-critical capabilities, achieve tangible results, create a competitive advantage and realize a return on your investment within realistic time frames. Learn more about how we can help increase your return on IT investment.

Project Management

Starting from an implementation framework based on industry best practices, the CardExchange® Professional Services Team works closely with our customers’ subject matter experts to deliver high-quality implementations by thoroughly understanding the nuances of each organization’s priorities and processes.

Through cohesive teams of project managers, solution architects, consultants and engineers, CardExchange® provides customers with:

  • Disciplined and thorough project management

  • Review of business processes, and industry-best-practice recommendations

  • Support in developing test scenarios and test execution support

  • Cutover planning, deployment, and post-go-live support

  • Data preparation and migration Functional and technical design and configuration

CardExchange® Professional Services brings functional knowledge, industry expertise, technical capabilities, and a proven methodology to support you during the deployment of our solutions. We follow a standard implementation methodology, with defined planning, design, configure, test and deploy phases mapped out throughout each project. Our project managers are dedicated to ensuring that our customers and our implementation teams remain aligned and on-track every step of the way.

Online Trainings

Our training is convenient, affordable, and available in multiple delivery methods. Effective training can provide quick ROI as your IT team becomes proficient with products you already have, as well as products you plan to purchase, allowing you to get the most out of your IT investment. Learn more about the variety of training options available to meet any budget or learning style.


Let us do the heavy lifting for you. Creating a custom ID badge can be a daunting process. While it is possible to create your own custom ID on your own, another option is to use our custom designing services. We will provide you with different templates that you can use with CardExchange® Producer, Press, Visitor, PriceTag, and TrustID. You can choose the type of ID badge that you want and we will help you create a professional looking badge to begin using right away.

Online Installations

Let us take care of you and ease your mind with our software installation packages so sit back and relax and let our team do the work. The CardExchange® product will be installed on your system and configured for first use. We will make sure that the software is properly activated and setup for first. This includes creating a basic card template using text and image objects, but also how to connect this template to a database. We also include an overview of the product, taking you through all the functionality available for your edition. We offer installation packages for all of our available editions and if you have any questions, please do not hesitate to give us a call or send us an email!


Because being unique should be as easy as 1, 2, 3… Most people don’t realize that we don’t stop at our standard feature list or currently supported devices. In fact we have a long list of custom projects we have been involved in for many years. Here at CardExchange® we recognize not everyone is the same and can use a little customization to meet personal needs. As specialists in custom development, we can give you a wide variety of services to choose from to make your product exactly that…yours. Whether you need to create functionality or have features not offered our standard feature list, or you want to add a device is not currently supported, we have it all.

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US business only within scope

ISO/IEC 27001:2013 

United States

2010 Elkins Way, Suite 1122
Brentwood, CA 94513

Monday – Friday
9am – 5pm (EST)
+1 (925) 529 4999


Smallepad 32
3811 MG Amersfoort

Monday – Friday
9am – 5pm (CET)
+31 (0)20 2251 447


Rua dos Pocinhos 2, Suite 570
2655-241 Ericeira

Monday – Friday
9am – 6pm (GMT)
+351 308 802 374

© 2023 CardExchange Solutions, Inc.