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2022-11-05 00:16:47 +00:00
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@@ -16,6 +16,42 @@ todo: Money money money...MONEY
todo: add guided tours case 4212
Guided tour:
QuickStart from nothing to Production use process and help for users
(This should be in it's own guided tour category i.e. not under Business admin necessarily but somewhere else in own section of guided tours)
Evaluating, Acquiring, setting up and using AyaNova in production
- Evaluation - Is AyaNova right for me?
- Check out pricing, features, skim the manual and guided tours, see if it looks remotely like what you need, ask questions of support as required
- Install or trial Subscription AyaNova online
- Evaluation, is AyaNova right for my business?
- Generate some sample data
- Take tours, play with sample data
- Have all users try it out as if it was installed, get feedback, configure as it would be used
- If something isn't quite right can it be customized to do what we need?
- 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
- Acquisition
- self installed or subscription choice
- Purchase and install license
- Setting up for production use
- Export anything want to keep that will be erased when cleaning it out
- Erase sample, test data if any
- Import back exported stuff that want to keep
- Ops backup setup and backup plan
- configure, test, start immediately
- v7 quickstart stuff kind of from here down
- Set up business settings in global settings
- Advanced features
- Notification system
- User notification
- Customer notification
- Customer self service
- how to set up and configure
todo: postgres 15 case 4214