Your Invevo System is referred to as a Tenancy. We typically name it after your company, or company + region - for example, “invevoglobal” for an umbrella Tenancy or “invevouk” for a regional/purpose-specific Tenancy.
A single global Tenancy centralises your portfolio - one set of dashboards, shared workflows and integrations, and reporting aggregated in one place. Regional Tenancies provide clean separation and access rights between systems - supporting data residency, local processes and integrations, lower latency for local users, and failure isolation.
Rule of thumb: choose global for unified visibility and consistency; choose regional when you need strict separation, compliance, or regional autonomy.
Files are sent into an SFTP folder which we retrieve them from
File Types: CSV but is delimiter agnostic.
File Format: Text file which has UTF8 encoding.
We provide: Location, Username and Password
Invevo offers seamless data integration through our APIs. While we generally recommend starting with SFTP ingestion for simplicity, we also provide a growing library of pre-built API integrations with key providers. This list is continually expanding, making it easy to connect with the platforms you already use.
You can explore the full API reference below.
Every Invevo project follows one of three plans. The outcome is the same, we deploy a Baseline system, Design, Build, Test and Go Live.
Outcome: fastest time to value with leveraging proven functionality.
Week 1: data and small design changes
Week 2: build Mon/Tue, test Wed/Thu, go live Fri.
Outcome: a balanced, tailored and tested rollout
Week 1: Onboarding and Data
Week 2: Design
Week 3: Build
Week 4: Test and go live
Outcome: Deeper design and longer UAT
Week 1: Onboarding and Data
Weeks 2 and 3: Design
Week 4: Build
Weeks 5 and 6: UAT and Go Live
We will open each Project with a Project Kick Off Session that Includes:
Introductions & logistics
Objectives, scope, success criteria
Delivery plan & key dates
Roles & responsibilities (RACI)
Environments, access, data readiness
Risks & dependencies
Actions, owners, next steps
Discuss Next Steps and Requirements
A ready-to-go Invevo configuration that ships with best-practice workspaces, automation, reports, and tooling. It reduces design effort, shortens implementation time, and lets us focus on your tweaks rather than building from scratch.
Collector Workspace: customer and transaction lists, tasks, KPIs, email inbox, filtered to each Collector
Manager Workspace: Visability across the team, KPI's, workload and easy to resolve escalations.
Team Stand-up View: review output against targets, raise escalations for review and agree on to todays priorities.
Optional add-on: Invevo Protectfor credit risk reporting and a richer customer risk view. Priced as a seperate module.
Customer 360: a single view of all customer data in one place, for informed actions
Email Builder: prebuilt templates and a simple to use editor for new templates.
Tasks: manual task creation plus automatic tasks from system events
AI translations: leverage AI to read and send communications in any language to support global systems and client-bases.
Customer Self-Serve Portal: end customers can view their account summary, create tickets and most importantly checkout, without intervention required.
Data that drives action. Track KPIs, company objectives, and trends to review initiatives and forecast outcomes. Make changes yourself in the tool and see the impact fast.
Financial reporting: revenue and collections trends for outcome control and forecasting
Productivity reporting: workload, throughput, and efficiency across tasks, emails, and disputes
Dunning strategies: best-practice templates ready to run
Task automation: triggers for common events such as broken promises
Cross-workspace communication: escalations and updates flow to the right place
What this gives you
To Go Live with the Baseline build we need to:
Get Data into the system, understand the user community and how automation can support them.
We neatly have collated these requirements into 3 distinct sessions with requirement packs to complete for each.
|
|
Business Outcome |
Requirement |
|
1. Data |
Clear view of the data landscape
|
Completed Data Schema |
|
2. Roles and Responsibilities |
Walkthrough the day in the life of each persona |
Documented personas and their assignments, escalations, approval SLAs, and KPI’s. |
|
3. Automation and Workflows |
Clarity on how we can support each persona with Invevo Flow |
Documented email templates, workflows, and strategies. |
At the end of the period, UAT is automatically closes and pre go live activities commences.
Once we are happy the system is tested, we provide every user access to the system, We provide training materials in the form of videos and host half a day’s training where we cover:
We can record this session for future use and can provide additional training at further cost.
We make Go Live as pain-free as possible. You receive Cutover files to populate with the latest position across your portfolio, we clear down the system and drop in the cutover file, and you’re live!
The GTM team will have scheduled a Go Live Handover Call with our Product Support Team who will take care of you now live.
On the Call we will re-discuss how we raise a support ticket and your SLA. This information can also be found below:
Simply email [email protected] with your request, any screenshots or additional context you can provide will help us appropriately respond which we will inline with our SLA’s, we will respond to the ticket via the email thread until the issue is resolved.
You can view our SLA Agreement via the link in the footer.
