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@@ -4,21 +4,25 @@ The first step is to figure out if AyaNova is a good match for your business nee
We suggest the following order of steps to determine that in the least amount of time possible.
First up is a brief overview of what we're talking about... just what is AyaNova anyway?
### How does AyaNova work / what is it?
![client server](img/tour-bootstrap-client-server.png)
AyaNova is multi-user business software used for all aspects of profitable service management.
The AyaNova program is split into two parts: a "back end" server program and a front end web browser application that the User interacts with.
The AyaNova program is split into two parts: a "back end" server program (represented by the three rectangle shaped things at the top of the diagram above meant to represent a "server" running AyaNova) and a front end web browser application that the User interacts with when using AyaNova on their devices (the various devices at the lower part of the diagram above).
The back end AyaNova server runs on a single central computer and performs several tasks: it hosts the database that stores your data, the business api layer that handles all the business rules and logic used by the front end for securely creating, retrieving, updating and deleting business records like Work orders, Customers etc.
The back end server also acts as a web server to provide the front end web application to remote Users and handles tasks like rendering reports and storing and serving up any attached files and documents.
The back end AyaNova server runs in a central location and performs several tasks: it hosts the database that stores your data and handles all the business rules and logic used by the front end for securely creating, retrieving, updating and deleting business records like Work orders, Customers etc.
All the hard work is done at the AyaNova server and it acts as the "referee" to manage everything going on between multiple Users and ensure all the data entered by Users is stored safely and is consistent and correct.
The "front end" is a modern responsive web application that one or more Users access via the web browser on their smart phone, tablet, PC, smart TV or any other device with a web browser. The front end is designed to be be fast and efficient and adapt it's layout to the dimensions of the display on the device in use.
The "front end" is a web application that is used with the web browser on a smart phone, tablet, PC, smart TV.
Any device with a modern web browser can be used with AyaNova.
The front end is designed to be be fast and efficient and adapt itself automatically to the device in use.
### Subscription service or install and self-host AyaNova?
@@ -26,7 +30,7 @@ AyaNova is available in two different ways:
#### Subscription service
AyaNova can be used as a "Subscription" service hosted by us from the nearest global data center to you.
AyaNova can be used as a "Subscription" service hosted by us globally in the data center of your choice.
AyaNova will always be up to date with the latest release and you don't need to install anything or maintain any back end server hardware / software or configure networking.
@@ -42,13 +46,15 @@ AyaNova can be licensed "Perpetually" meaning you download and [Install](ops-ins
You will need to install, update and maintain AyaNova in-house.
Your initial maintenance agreement purchase comes with AyaNova perpetual licenses and also entitles you to one year of support and updates. You can choose to cancel your maintenance agreement at any time and continue using AyaNova at the last version released before your maintenance agreement expired or renew your maintenance agreement to continue receiving support and updates year to year.
Your initial one year support and updates maintenance agreement purchase includes AyaNova perpetual licenses and also entitles you to one year of support and updates.
You can choose to cancel your maintenance agreement at any time and continue using AyaNova perpetually at the last version released before your maintenance agreement expired or renew your maintenance agreement at any later time to continue receiving support and updates.
The [AyaNova perpetual option pricing page](https://www.ayanova.com/r/pricing.htm#perpetual) has more details and outlines the benefits between the two to help make a decision which way to go.
Your data backup is compatible with the other [Subscription](#subscription-service) (we host for you) option enabling you to move to that way of using AyaNova if it makes more sense down the road.
### Pricing - can I afford AyaNova?
### Pricing - is AyaNova priced within my budget?
AyaNova's pricing and support model is designed to be as affordable as possible.
@@ -96,21 +102,19 @@ These are the same people who will provide you with technical support should you
#### Try it out
If you've reached this point and AyaNova still looks promising it's time to [try AyaNova out for real](ay-evaluate.md).
If you've reached this point and AyaNova still looks promising it's time to try AyaNova out on your own devices.
No one purchase AyaNova without a thorough try first and we will provide anything you need to ensure as close to a real world test of AyaNova as possible.
No one should purchase AyaNova without a thorough try first and we will provide anything you need to be certain AyaNova will meet your needs before purchase.
Everything you need to try all features of AyaNova at no cost as a Subscription or self installed Perpetual version can be found via our "[Try AyaNova now](ay-evaluate.md)" page.
Everything you need to try all features of AyaNova at no cost as a Subscription or self installed Perpetual version can be found via our "[Try AyaNova now](ay-evaluate.md)" page which will walk you through the initial evaluation process which consists of installing AyaNova or getting a trial susbscription account and generating sample data so you can experiment with AyaNova to see how it works in practice and how it might fit into your service process.
That page will walk you through the initial evaluation process which consists of installing AyaNova or getting a trial susbscription account, generating sample data and then experimenting with AyaNova to see how it works in practice and how it might fit into your service process.
Once you have access to AyaNova and some sample data generated to play with we recommend following a structured evaluation process to save time:
Once you have access to AyaNova and some sample data generated to play with we recommend a structured evaluation process to save time:
1. Get an idea about how the forms work in AyaNova with our [forms overview](ay-start-form-overview.md)
2. Take some [guided tours](tour-intro.md) to get your feet we; a good place to start is the [Create a Customer guided tour](tour-service-create-customer.md)
3. Work orders are the heart of AyaNova so the [Create a work order guided tour](tour-service-wo.md) is a good next step
4. Try out any particular feature that is important for your business. Each AyaNova form has a Help link in the menu that will take you to a help page for that form
5. Get other staff members feedback.
1. Get an idea about how the forms work and how to move around in AyaNova with our [forms overview](ay-start-form-overview.md).
2. Take some [guided tours](tour-intro.md) to get your feet wet. A good place to start out is the [Create a Customer guided tour](tour-service-create-customer.md).
3. Work orders are at the heart of AyaNova so the [Create a work order guided tour](tour-service-wo.md) is a good next step.
4. Try out any particular feature that is important for your business. Each AyaNova form has a Help link in the menu that will take you to a help page for that form. Don't be afraid to break anything, you can always generate fresh sample data and start over.
5. What does everyone else think? Get other staff members feedback.
Once you have a fairly good idea where things are and how they work it's time to get other staff trying out AyaNova, make User accounts for all staff in each department who will be using AyaNova and have them try out the features that they would be working with day to day.
@@ -120,9 +124,11 @@ Once you have access to AyaNova and some sample data generated to play with we r
It's important that all Users have a chance to try AyaNova and give their feedback and ensure their questions and concerns are answered before moving on, allow plenty of time for this process.
6. AyaNova over time - once everyone who will be using AyaNova is familiar with their area of the program have them go back adn look at it again but this time considering different time frames for their tasks. For example what will be their day to day interaction with AyaNova, weekly, monthly, yearly. Looking forward in time like this is often helpful when evaluating business software to catch anything that might be missed during the first few looks and it gets people thinking in terms of actually using the software in production and identifying any concerns that come up.
6. Time travel - once everyone who will be using AyaNova is familiar with their area of the program have them go back and look at it again but this time considering different time frames for their tasks.
7. Customization - it's about this time that questions around Customization come up. AyaNova is highly customizable in many areas and it isn't unsual to make some tweaks to more closely align AyaNova with a particular business or industry.
For example, what will be their day to day interaction with AyaNova, weekly, monthly, yearly. Looking forward in time like this is often helpful when evaluating business software to catch anything that might be missed during the first few looks and it gets people thinking in terms of actually using the software in production and identifying any concerns that come up early on so there are no surprises later.
7. Customization - AyaNova is highly customizable in many areas and it isn't unsual at all to want to make some tweaks to more closely align AyaNova with a particular business or industry.
We have several guided tours in the Business admin section about customization including [adding custom fields to forms](tour-bizadmin-form-custom-fields.md), [hiding un-needed form fields](tour-bizadmin-form-remove-fields.md), [changing the displayed text](tour-bizadmin-form-custom-translation.md) and more.
@@ -134,19 +140,13 @@ Once you have access to AyaNova and some sample data generated to play with we r
Note that we do _not_ recommend importing data early in the evaluation process but rather we recommend using the generated sample data for early evaluation instead because the generated data is intended to appear as if it was real world data created by a service company over time so it's often more helpful for evaluation purposes as the data is more realistic and is used in multiple areas giving Users a chance to see how it all links together.
If you use QuickBooks desktop edition you can import data directly from QuickBooks using our QBI QuickBooks integration utility.
If you use QuickBooks desktop edition you can import data directly from QuickBooks using our [QBI QuickBooks integration utility](integration-qbd) (more accounting integrations are in the works, contact us if there is a specific one of interest, we may already be working on it).
If you are using an older version of AyaNova we have a [migration utility](ay-biz-admin-migrate-v7.md) that will import legacy AyaNova data to this latest version.
9. Decision -
9. Decision - is everyone comfortable with AyaNova? Has everyone tried out the features they will be using in production? Are there any lingering questions that need to be answered? Now is the time to be certain and if necessary go back and confirm anything before moving to the next step.
## Next up - Acquisition
You have determined AyaNova is going to be a good match for your business it's time to acquire AyaNova licenses and get to work:
Step 2. [Acquisition - purchasing AyaNova](tour-bootstrap-acquire.md)
================================================================
- Forms, reports, terminology and text
- Test import or migration of any required data for production use, e.g. v8-migrate, customer import, parts import, graphics logos
- Decision, will it work for us, did we try all the things we need to do over time periods i.e. daily, weekly, monthly, yearly