Implementation Guide
Kickoff and Assessment
2 to 3 daysWe focus on thoroughly understanding your business and specific needs. We start with an initial meeting to establish objectives and expectations, then conduct a detailed assessment of your current operation, identifying processes, workflows and critical points. We define the organizational structure, users and their respective roles. We validate the scope of the plan to ensure it fits your requirements perfectly.
Required from client:
- Designation of a responsible party
- General description of the business and its operations
Benefits
We align the system to the reality of the business from the start, avoiding generic configurations that are not used later.
- The system reflects how the company actually works
- Particularities are detected before implementation
- Costly changes are avoided later on
System Configuration
3 to 5 daysWe create and configure the cloud instance, establish all general system parameters and configure the operational structure. We fully configure the system according to the identified needs. If your business requires integrations (tax agencies, payment processors, delivery platforms, etc.) we configure them in this phase.
Required from client:
- Basic operational definitions
- Validation of key configurations
Benefits
AVANTIX is configured according to real operations, not according to a standard model.
- Less friction in daily use
- Simpler and more consistent processes
- A system that supports, not hinders
Initial Data Load
2 to 5 daysWe transfer all your business initial information to the system. We perform the import or manual load of branches, cash registers, products, services, customers. We also load the initial balances of inventory, current accounts and cash to ensure the system reflects the real state of your business from day one.
Required from client:
- Preparation of initial information in agreed format
- Validation, after data is loaded
Benefits
The system starts with real and reliable information from day one.
- Operational continuity
- Historical information available
- Fewer errors at the start of operations
Training and Testing
2 to 3 daysA crucial stage to ensure your team is prepared to use the system efficiently. We conduct initial training for all users, teaching them the specific functionalities they will use in their daily work. Then we carry out real operation tests simulating sales, inventory movements and cash operations. Based on the feedback received, we make fine adjustments to the configuration to optimize system use.
Required from client:
- Active participation of users
- Feedback on actual system use
- Availability for training and validation sessions
- Responsible use of the system according to indicated best practices
Benefits
Users understand how to use the system in real situations, not just in theory.
- Greater adoption by the team
- Fewer inquiries and errors
- Confidence in daily use
Go Live
1 dayThe final moment, going live. We perform a complete final validation, confirm that all initial data is correct, and accompany you during the start of real operations. We are present to resolve any questions or issues that may arise, ensuring a smooth transition to daily use of the system.
Required from client:
- Active participation of users
- Feedback on actual system use
Benefits
The business starts operating with AVANTIX accompanied and with close support.
- Less stress at launch
- Quick adjustments to real situations
- Security in system change
Ongoing Support
MonthlyWe accompany you in the growth of your business. The monthly service includes an initial session after going live, 2 monthly sessions (1-on-1 format) and continuous online follow-up. This allows you to accelerate system adoption, organize processes and priorities, and translate information into decisions. Support does not replace the software, it enhances it.
Can apply to:
- Business owners
- Entrepreneurs
- Leaders and Middle Management
- Strategic Users
Benefits
The system is sustained over time and evolves along with the business.
- Support when needed
- Updates without interruptions
- Accompaniment during changes or growth
Implementing a system doesn't guarantee results.
Value appears when the system is used correctly, information is interpreted well, and decisions are made with judgment.