Guides on Human Capital Management

Avanti's Implementation Process

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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

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