How to start with Application? Or Initial Deployment Process.

Modified on Fri, 30 Dec 2022 at 05:54 AM

Once you purchase the application You will get your own URL (Application live link) like abc.caoasoftware.com, & will provide you one default Administrator UserID & Password.
Initially, for 15 Days, we provide a dedicated Product Advisor, who helps you to perform our 6 Step seamless deployment procedure as below.
We perform each below 6 Steps one by one & precisely for better effectiveness and user acceptance. Please look into this.
You can choose service plans as per your requirements. All service plans are mention on the website.

Step: 1 Master data Fillup
Application Engineered for Your Firm Needs, By filling the Company and Multi-Company Master, Tax Master, Role Creation & other Integration.

Step: 2 Bulk Data Upload
Preparation of Data Sheets and uploading them into your PMS.

Step: 3 Configuration & Setup
Based on Your Preferences, Financial Year, Role, Hierarchy, SMTP, Auto Email/SMS Notification, Mobile App, Field Master & Other Modules Set Up.

Step: 4 Work allocation & other processes setups
Recurrence Task Assignment, Task allocation, Invoice & Currency setup, Document tracking, Account Ledger, Conveyance, Auto Email/SMS Scheduler, and Other Work Processes Are Set Up.

Step: 5 Training on live data
Role wise & Module wise training to all users, we try to maintain actual scenario with your data and provide you practice window. & Guide you for better results.

Step: 6 Finalize go-live date and counseling.
Admin Interactions and Counselling for Frictionless Adoption.

We will look overall process & Help you with our best. You can share my contact details with your team for any related help.