Aptus Cloud Services
Aptus Cloud Services
Cloud Solutions for Professional Services

CRM

Manage the sales and marketing processes. Interact and engage with customers regularly. Centralize business information.

BOOKS

Manage your finances, automate business workflows, and work collectively across departments.

PROJECTS

Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time.

DESK

From increasing your agents' productivity, to crunching through performance metrics, to working in sync with other apps that you use, get to the core of your customer service efforts.

FORMS

Create and share online forms, configure email alerts, and efficiently manage your data

SIGN

Create and send documents for signatures anywhere, anytime, and on any device

ANALYTICS

Business intelligence platform that provides useful insights about your company

CREATOR

We create custom web applications & applications

Our Implementation Process

Discovery
Design
Build
Onboarding
Go Live!
Support
Discovery

Discovery

The purpose of this phase is to discover the solution capabilities, understand the business value and benefits of the solution to customer’s business, determine the adoption strategy and roadmap in alignment with understanding the solution capabilities and product roadmap.

Design

Design

Develop business requirements scenarios, identify gaps between requirements and standard application functionality

Build

Build (configuration and custom development)

Now that the requirements have been nailed down for both the functional and technical business requirements, it is time for the configuration team to start building. We will use the documents that you’ve worked through in the Design phase as a guide to configure the system
Onboarding

Onboarding

We assist you with sining up for the application, login in and user training. Our training process puts emphasis in enabling users obtaining value from the application and feeling comfortable with it; our main objective is to increase retention and reduce the learning curve. This philosophy has an impact in the bottom line, via user retention and satisfaction rates.

Go Live!

Go Live!

Transitioning to a new system is challenging, which is why we will be on-call assisting you each step of the way. A critical step to success is ensuring the process goes as smoothly as possible with previous planning and preparation. Even with the prep work, system migrations are complex, and our team never wants you to face it alone. We will be helping your team adjust, providing additional training, and reporting back to senior support staff for any issues needing quick remediation.

Support

Post-implementation Support

Post-implementation support is what happens when the switch is turned on. It is often the most underestimated task of the implementation project. Appropriate levels of resources, rapid response times, and coordination of efforts are paramount in ensuring a thriving production environment after go-live.