Who is included in Phase 1?
At this stage, it’s important to assign your main point person who will coordinate with the Avanti team. We suggest an Admin User of Avanti.
In order to be as efficient as possible, we recommend including the following people/teams during this phase:
Your Team Members
Avanti Team Member
To lead the project and gather all necessary information and materials
To help coordinate and keep things on schedule
To help inform the goals of migration
To help ensure you and your team are set up for success
To provide context on current setup and any potential blockers and risks associated with migration
To implement changes on the Avanti side
To help communicate change management to the organization
Step 1: Initiation
During this step in your migration process, you’ll be working with your Client Success Manager to set expectations for your migration from On-Premise to SaaS.
Initiation To-Do List
Kickoff Call with Avanti Project Manager and CSM
Set Goals for Migration
Preliminary Technical Review
(Current Product Setup, Integrations, Clocks etc.)
Complete & Sign Order Form
(Commitment to move forward)
Step 2: Planning
Once the order form is signed, it’s time to gather all the necessary information based on your current on-premise setup, brand identity, and technical requirements. This due diligence is crucial in ensuring the success of your migration.
Changes to Day-to-Day Operations
With this move, there will be changes to you and your employee’s day-to-day operations. Your CSM will go through all of this with you, but for your reference here is a summary of some key changes:
Remote Desktop Access:
You’ll be logging into your backend service through a Remote Desktop (RDP), which we will set up for you during the transition. This will be similar to how you logged into your previous On-Premise instance but it is hosted via our web servers.
Avanti Feedback Forum:
We’ll provide you access to our feedback forum. Submit feature requests and suggestions on how we can make your job easier.Sign up today
With our new cloud-based instance you’ll be given automatic access to our API documentation and endpoints to leverage for your own custom integrations. (Note: You will require a developer or third party to integrate with Avanti).Review our documentation