Which strategy to initialise your software ?

Which strategy to initialise your software ?

How Abraxio works

  1. Abraxio is made up of 4 business modules : Portfolios, Suppliers, Finance and Management. These modules are interrelated, yet you can start in any order you like, and you don't have to use them all.
  2. Abraxio is adapted to a progressive and iterative approach. You can create objects with very few qualifications, then come back and complete them as needed.
  3. Abraxio allows you to manage at the best level for your structure, without over-qualification. You can choose to be detailed or not, to use certain features or not, and so adapt the software to your needs while keeping the possibility of going further later.
  4. Finally, Abraxio comes with a default configuration so you can get started straight away. All settings can be changed later. 
These 4 essential points allow you to initialise the software as quickly as possible according to your priorities without giving up the possibility of going further later.

Data retrieval

Abraxio has mass import features :
  1. Suppliers
  2. Supplier's contacts
  3. Projects and activities
  4. Budgets
  5. Invoices
  6. Internal and external timesheets
  7. Users
If you have Excel repositories, you can use them to quickly initialise Abraxio and find your data.
Mass imports work on a create/modify basis, so you can do successive imports.
In the first step of an import, you can download an import model to understand the required format and the list of data you can import.

Choosing your strategy

Our customers generally consider 3 scenarios:

1. Inventory approach

Your priority is to review and organise the Follow-up of your numerous suppliers, to centralise the information and share it.

Initialise your supplier repository with : 
  1. identification, contacts, skills and services provided
  2. contractual status, commitments and deadlines
  3. associated documentation
Once the repository has been initialized, you can also extend it to potential suppliers to facilitate skills sourcing, search for solutions, and centralize the associated documentation.

This is the easiest way to get started, and provides a solid foundation on which to build the other modules.

2. Project portfolio approach

Your priority is to lead the project portfolio:
  1. Manage current projects: describe them and monitor their budgets, schedules and allocations
  2. Identify new requirements and prepare for arbitration.
Unless there is a specific need, it is not recommended that you take over completed projects.
To go further, you can then initialise the Management module to manage your collaborator's assignments, timesheets and remuneration.

3. Budget approach

Your priority is to manage your Department's budget. The recommended method depends on your start-up date in Abraxio in relation to the Fiscal year start date. In fact, the complexity of IT budgets and the work involved in following-up Consumption can make this operation more or less cumbersome depending on this date. Of course, you can adapt these recommendations to suit the challenges you face and the time you have to devote to them:
  1. For the first 4 months of a new Fiscal year, you can go back to your budget and bring it up to a detailed level to obtain the best quality of follow-up for the current year.
  2. For the following 4 months, you can go back to your budget but maintain a macro level of detail or the same level of detail as you had before in Excel. As the recovery of consumption can be burdensome depending on the level of information available to you, you can also choose not to track Consumption for this Fiscal year.
  3. 4 months before the end of a Fiscal year, you should initiate the budget for the following Fiscal year. abraxio will support you in this process until your budget has been validated, before moving on to the Follow-up and management phase.

Global approach

You need everything as soon as possible. In that case, follow theBudget approach.
Setting up a budget allows you to initialise Resources, Projects and Suppliers as you go along. You will then be able to build up your Management base and then enrich the information.

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