Product onboarding
For a team adopting a AURTIV industry workspace.
Confirm product modules, company access, initial data preparation, role setup and user onboarding. Any integrations or custom additions are scoped explicitly.
THE AURTIV WAY
Small enough to start.
Built to go further.
Understand the work. Make the choices clear. Build something people can use, then improve it with evidence.
AURTIV / CONNECTED BY DESIGNA continuous conversation
01Discover✳
02Build◈
03Evolve↗︎
HOW WE WORK
Four phases.
One continuous feedback loop.
The process adapts to the engagement: a SaaS rollout needs different work from a new AI application. What stays consistent is a shared problem, a defined scope, visible outputs and a review before the next step.
PHASE 01 / DISCOVER THE WORK
Understand the process before designing the system.
We begin with the people who use the process today. Together we map the customer journey, operational handoffs, data sources and exceptions. The goal is to identify a problem small enough to address and important enough to matter.
What we do together
- Walk through the current process and existing tools
- Identify owners, users and affected teams
- Review data availability and access dependencies
- Agree the problem, baseline and useful success measures
PHASE 02 / DEFINE THE SOLUTION
Make the boundaries, design and decisions explicit.
We compare product configuration, integration and custom development options. We outline the future workflow, data boundaries, user roles and review points, then turn the chosen approach into a delivery scope.
What we do together
- Map the future workflow and important user journeys
- Prepare architecture or a prototype where it resolves uncertainty
- Define data migration, access and integration requirements
- Agree acceptance criteria, responsibilities and commercial scope
PHASE 03 / BUILD & VALIDATE
Show working progress and test it against real scenarios.
We configure or build in manageable increments. Your team reviews the journeys that matter, while technical checks cover the relevant data flows, access boundaries and integrations. AI work includes evaluation examples and review rules suited to the use case.
What we do together
- Demonstrate working increments and gather feedback
- Test agreed journeys, roles and exception paths
- Validate migration samples and integration behaviour
- Review AI output quality and human handoffs where applicable
PHASE 04 / LAUNCH & IMPROVE
Support adoption, then learn from actual use.
We prepare the release, onboarding and handover together. A rollout can begin with a small group before wider adoption. After launch, we review issues, usage feedback and the improvement backlog within the agreed engagement.
What we do together
- Agree release, rollback and communication responsibilities
- Train administrators and key users
- Document operation, support and change ownership
- Review pilot feedback and prioritise subsequent changes
CHOOSE THE ENGAGEMENT THAT FITS
A clear starting point.
Room to grow from evidence.
Discovery & pilot
For a workflow or AI idea that needs validation.
Focus on feasibility, a reviewable prototype and agreed evaluation examples. Use the results to decide whether and how to proceed to a wider implementation.
Build & continuous improvement
For a defined application or evolving operating system.
Agree the build scope, release responsibilities and acceptance process. Continuing support and enhancement work follows a separately agreed coverage and backlog.
WORKING TOGETHER
Shared ownership.
Fewer surprises.
AURTIV brings
- A proposed technical and delivery approach
- Working demonstrations and reviewable outputs
- Documentation, known limitations and handover
- Clear updates on dependencies and scope decisions
Your team brings
- A business owner and people who know the process
- Approved access to necessary systems and data
- Timely feedback on examples and demonstrations
- Ownership of business acceptance and adoption
Design for real users
Start from the work people need to complete, including exceptions and handoffs.
Test the important boundaries
Match verification to the release: user journeys, permissions, data changes and external integrations.
Make AI reviewable
Agree evaluation examples, approved information sources and human review for important actions.
LET’S DEFINE THE NEXT STEP
Bring us the workflow.
Let’s make the next step clear.
A first conversation helps us understand your challenge, your current systems and what a useful initial engagement could deliver.
Start a conversation ↗︎DECISIONS THAT KEEP DELIVERY MOVING
Know the question.
Review the evidence.
Do we understand the problem?
Review the current workflow, business owner, available inputs and the outcome worth improving.
Is the proposed scope workable?
Walk through the future journey, dependencies, access boundaries and acceptance examples before committing to implementation.
Does the working version help?
Use representative scenarios to review what works, what fails and which assumptions need to change.
Are people and operations ready?
Agree rollout responsibilities, training, handover, known limitations and how issues will be handled.
What should change next?
Use user feedback and operational evidence to prioritise the next increment rather than adding features without a clear purpose.
What changes the agreement?
Review material additions or changed dependencies together, including their effect on cost, delivery and acceptance.
A WORKING EXAMPLE
From a scattered enquiry process
to a reviewed pilot.
Understand the friction
An illustrative sales team receives enquiries in several tools. We map intake, ownership and follow-up before proposing a change.
Test one clear workflow
The team agrees a bounded intake and assignment flow, representative test records and the cases a person must review.
Decide from the result
Users review the working pilot. Acceptance feedback informs whether to roll out, revise or change the scope.