Installation Workflow


ACDI will reach out to the reseller’s sales representative or designated point of contact listed on the original quote/opportunity no more than 2 business days after the purchase order is received and processed. If the sales representative or designated point of contact is not indicated, ACDI will attempt to contact the purchasing agent that submitted the purchase order.


After contact is made with the reseller’s representative, ACDI will schedule a Kick-Off call to discuss the end user’s environment and goals and objectives of the software implementation. This call takes approximately 30 minutes and should involve all key project stakeholders, including the sales and technical lead from both the reseller and the end user. Once the Kick-Off call is completed, the software installation, remote or on-site, can be scheduled on or after the Kick-Off call by the Project Coordinator (ACDI). 


The size and complexity of the environment will determine the amount of time needed to complete the installation. ACDI will coordinate a timeline to work with the stakeholder’s schedule. Multiple sessions may be required to fully install and configure the software. Product administrative training is provided during the course of the installation. After the software is installed and configured,  the customer will have 5 business days to reach back out to the project coordinator for any issues that need to be resolved relating to the scope of the project, the installation will then be considered completed to satisfaction and the project will be closed.


After the implementation is completed and the project is closed, the reseller or the end user may contact ACDI Software Support for further assistance. A satisfaction survey is emailed to the end user after the installation is marked as completed.

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