Bring Your Existing Data Together.
Useful business information is often spread across spreadsheets, accounting systems, equipment registers and other applications.
We help identify what needs to come across, prepare it for import and check the resulting records with your team.
Depending on your requirements and the available source data, this may include:
- Asset records from existing registers and depreciation schedules
- Stock lists, item codes and supplier catalogues
- Employee, contractor, client and supplier records
- Supporting documents and agreed historical information
We work with you to identify duplicates, gaps and inconsistent records before they become problems in the new system.
Validate Invoice Capture With Your Suppliers.
AXITRAQ combines AI vision and document extraction technology to read supplier invoices, delivery dockets, credit notes and service reports. The capture process has been developed and tested using hundreds of varied supplier documents.
As part of your implementation, we test representative documents from your own suppliers and check that key details are captured consistently, including item codes, descriptions, quantities, prices, tax and totals.
Where an unfamiliar layout or document variation needs further attention, we investigate, refine and retest the capture process.
Support continues beyond the initial setup. AXITRAQ flags unfamiliar document formats for attention and provides a pathway for your team to submit capture issues directly to us for prompt review.
Your team remains in control of reviewing and approving captured information before purchases are finalised.
Build Your Forms and Checklists.
We help turn your existing paperwork and operational requirements into practical digital forms.
This may include pre-start checks, inspections, job checklists, SWMS forms and other records your team uses regularly.
We work through the questions, required fields and supporting evidence with you, then test the forms with the people who will use them.
Tailor Reports and Dashboards.
The information your team needs should be easy to find and useful for the decisions they make.
We work with you to configure reports and dashboards around agreed priorities. Where required and included in the scope, this can extend to tailored payroll export reports or custom dashboard widgets.
The aim is to give the right people a clear view of the information they need, without unnecessary manual collation.
Configure Your Day-to-Day Workflows.
We help set up the structure behind your operations, including teams, permissions, assets, rates and the workflows you choose to introduce.
Together, we work through how information moves from one stage to the next: from quoting and scheduling to field records, purchasing, approvals and invoicing.
Where accounting or payroll connections are part of the implementation, we help configure and test the agreed transfers.
Prepare Your Team to Use It.
A successful setup needs to make sense to the people using it.
We provide practical guidance based on your own configuration and day-to-day tasks. This can include working with administrators, supervisors and field staff so each group understands the parts of AXITRAQ relevant to their role.
We also agree on the support needed during the transition and after handover.
