1
Client
signs contract
& pays initial
invoice
Project
Kick Off
Call
WB1
Workbook
> Complete:
• Welcome
Workbook 1
(WB1)
Access
Permissions:
> Unlock:
• SFTP
Assets
> Create:
• New Client Enviroment
• Class "A" Licenses
• RDP Login
Email
> Send
> Primary
Approver
Approval and Info for:
• Class "A"
• User Profiles
• Access Priviledges
Access
Permissions:
> Unlock:
• Freshdesk
Primary
Approver
> Authorize:
• Class "A"
• User Profiles
• Access Priviledges
2
WB2
Workbook
> Complete:
• Welcome
Workbook 2
(WB2)
3
WB3
Workbook
> Complete:
• Welcome
Workbook 3
(WB3)
Intake
Forms
> Complete:
• HR Intake Form
• R&O Intake Form
Pre-Implementation
Welcome Workbook Process
Client site
configured
with basic
info and team
assignment
Welcome to Avanti Software
We're so excited to work with you and your team!
The first step after you sign your agreement and tackle your first invoice is the Pre-Implementation
Journey. This will need to be fully completed before your project assignment is made.
The following steps outline what to expect as you go through the Pre-Implementation Journey:
Avanti's Implementation Process
Project Overview & Pre-implementation Process
G E T T I N G S TA R T E D
