Getting
Started
Our Team is here to help you through the install, setup and customisation process of your Atvero journey.
Here for you
Every step of the way
Atvero is an out-of-the-box solution that helps project users and teams deliver Information and Document Management using Microsoft SharePoint. The team at Atvero have worked hard to maintain a simple yet functional product that meets the demand of the design and construction businesses that we serve.
As solution architects, we can help you with as much or as little integration as you require. From importing company data or email from legacy systems, to setting up project templates just the way you want them, the Atvero team will make sure your team will not struggle to engage.
Atvero can provide a powerful suite of tools that are designed to get your systems functioning and integrating as seamlessly as possible, including naming conventions, document templates, project home pages, calendars, contacts, and many more. With these tools, we can help you define the most suitable and optimised workflows to ensure that you hit the ground running.
- Add your company’s branding and prepopulate values such as recipient contact details, product names and code, document number and title with Word QuickParts. Assign metadata to templates to produce better searchability.
- Set up multiple naming schemes for drawings and documents using your internal or client-determined naming schemes to support projects. Define custom project values and custom tenancy metadata of your company.
- Bring project information, including contacts, documents, transmittals, and revisions, from previous incumbent systems such as Union Square, Deltek PIM, MailManager, or Newforma, into your Atvero tenancy.
Document Template Setup
Project Naming Scheme Configuration
Data Migration Services
- Customise workflow steps so that projects follow the same process when following specifications. Ensure quality by determining questions that require auditing.
- Setup training workshops where users will learn interactively how to use the core product and relevant plugins. Record training workshops to distribute to the wider team or organise refresher sessions for those who are new or need brushing up on the best Atvero practices.
- Speak to our internal experts about administration and digital transformation for SharePoint, Teams, and all things Microsoft 365 and get the most of your subscription.
Workflow Customisation
Atvero Training
SharePoint Consultancy
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