Our Process

At Aptavista, we believe in a thoughtful, strategic approach to implementing new technology. Our process is designed to ensure a seamless transition and lasting success for your organization.

1. Review Existing Systems

We begin by conducting a comprehensive review of your existing technology and workflows. This includes documenting every step and handoff in your current processes. We identify and analyze all the technology your team is currently using to understand how it can be integrated into a cohesive system or where consolidation may be necessary.

2. Formulate Integration Approach

  • Start with Manual Processes: We first help you identify and refine effective workflows through manual processes. This foundational step ensures that what you automate is genuinely productive and beneficial.

  • Prioritize Internal Workflows: We recommend beginning with internal applications to improve productivity first. The gains you see internally can then be used to foster innovation and enhance your customer-facing services.

  • Use Out-of-the-Box Solutions: For quick pilot testing and early wins, we advocate for starting with out-of-the-box solutions that provide immediate value with minimal effort.

3. Put Technology to Work

To guide our projects, we utilize a five-step framework:

  • Current Process Analysis: We document every step and handoff in your existing processes.

  • Realistic Design: We identify achievable goals for the first phase of the project, focusing on a minimal lift for maximum impact.

  • AI Integration: We pinpoint exactly where AI can be effectively inserted to improve your workflows.

  • Feedback Loop: We establish a process to gather feedback continuous refinement

  • Team Rollout: We train your staff and ensure easy access to the new systems, guaranteeing a smooth and successful transition.