Success Management

Your security outcomes just became our top priority.

Fortra Success Management

 Making Your Goals, Our Goals


When you join the Fortra family, you have direct access to our unique resources, expertise, and Fortra security specialists from day one. That’s because our goal is to help our customers reach your best security outcomes by giving you the finest Fortra experience possible. If you don’t know what those outcomes are yet, we can help you define them. If you have a clear picture of where you want to go, we can help you get there. No matter where you are on your security journey, we can meet you where you are and give you the direct, one-on-one guidance you need to get to the next level.

As a company focused on feedback, our solutions have been created in response to customer challenges. We design our solutions to help customers achieve their security goals, and to do so with greater simplicity, ease, and mastery. Our team of experts exists to support that aim. As part of the Fortra family, we look forward to a long-term relationship of supporting your cybersecurity journey, defending your digital growth, and empowering you to leverage our solutions with confidence. Welcome to the team. Let’s discover all we can do — together.

Customer Success at Fortra

Fortra’s Success Management team makes your security outcomes our priority and your success our highest gratification. Here’s what you can come to expect out of your relationship with Fortra.

Drive Customer Outcomes
Transform Customer Experiences
Enhance Employee Expertise

Fortra Expert Services


When you make a security investment, you want to be sure that you’re getting the most out of it. Fortra Expert Services goes over everything — from deployment to ongoing maintenance — with a fine-toothed comb, ensuring our Fortra solutions are running smoothly and that you're maximizing your cybersecurity potential.

What Are Expert Services?


When you talk to a Fortra subject matter expert, you know you’re in good hands. Our Expert Services team helps you get off to a great start by first optimizing the implementation of your Fortra solutions. We will partner with you to provide step-by-step support, including consultations for ongoing projects, advice on configuration changes, and help with identifying and planning new projects.


By category, Fortra Expert Services offers support for:

Expert Advice

Assistance and consultations on products and use cases

Escalation Management

Gathering additional information for escalated issues and regular updates on support cases

Upgrades and Migrations Guidance

Technical recommendations for cloud and data center migrations, product upgrades, and scaling

Best Practices and Training

Ad hoc meetings to understand your environment, followed by product training, release briefings, and roadmap reviews

Application Administration

Solution-specific recommendations for application management

Solution Configuration

Evaluating your business processes and desired security outcomes to implement configuration changes


You’ll also save your IT staff hours of manuals, trial-and-error, and possible mistakes with essential training for key users.

How Do Expert Services Work?


You’re more than a number with us. As soon as you select Expert Services, you’ll be assigned a specialist responsible for setting up meetings, getting to know your point of contact, and developing a relationship that will allow us to assist with ongoing projects. From then on, your security outcomes are our highest priority, and we share ownership for making them happen.

We’ll help you find the optimal design and deployment for the Fortra solutions within your stack and provide on-the-spot training as necessary. You’ll receive advice on configuration changes within your environment and individualized assistance with specific product features, along with regular meetings, check-ins, and benchmarks as you choose.

You select the level of engagement:



Up to 4 hours per month



Up to 10 hours per month



Up to 24 hours per month


And we’ll show up with as much or as little support as you need. If you have your own agenda-driven items, we’ll follow your lead. If you don’t, we can bring our own. We’ll meet several times until you feel comfortable and give you the backing you need to be successful.

Why Choose Expert Services?


When you choose Fortra Expert Services, you experience firsthand what it’s like to be on our team. Our company culture of solving complex security problems, integrating feedback from our customers, and finding the best solutions anywhere underpins our mutual success. And when you succeed, so do we.

Partnering with Fortra in this way will:

  • Reduce the need for support tickets, as you’ll be pre-trained on the application.
  • Establish a working relationship in which your SOC feels comfortable leveraging Fortra resources.
  • Provide custom guidance and faster resolution as our Expert Services become familiar with your environment, challenges, and goals.
  • Pair you with a consultant who not only understands your product but your business outcomes and objectives.
  • Accelerate time-to-value with both sides working towards the same outcome.
  • Help you become a confident user of your Fortra solutions.

We’re all on the same team, and we’ll go further together.

Interested in Learning More?

We exist to make your security expectations a reality. Find out all you can do with Fortra championing your success and empowering your digital transformation, one secure solution at a time.

Contact Us