Phase 1


This is about getting you and your company ready for the migration. This phase should give you a clear understanding of all the benefits of Avanti’s new cloud offering.

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

Main Point of Contact
To lead the project and gather all necessary information and materials
Avanti Project Manager
To help coordinate and keep things on schedule
Avanti Power Users
To help inform the goals of migration
Avanti Client Success Manager
To help ensure you and your team are set up for success
IT Team / IT Provider
To provide context on current setup and any potential blockers and risks associated with migration
Avanti Migration Squad
To implement changes on the Avanti side
HR Team Member(s)
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.

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Initiation To-Do List

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Kickoff Call with Avanti Project Manager and CSM

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Set Goals for Migration

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Preliminary Technical Review
(Current Product Setup, Integrations, Clocks etc.)

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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.

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Planning To-Do List

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Complete Pre-Work Form:

View Form

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

Avanti API:

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

Avanti GO

Once you’ve migrated, our new mobile app will be available for you and your employees to use!

Download on the App Store (iOS)Get it on Google Play (Android)

We’re always here to help

Feel free to reach out to your Customer Success Manager with any questions!