The Avanto Assessment is a 4 to 6-week operational engagement for commercial interiors dealers, manufacturers, and rep groups. It maps your real workflows across six operational areas, identifies where AI creates measurable ROI, and delivers a concrete implementation plan, before any build begins.
The assessment covers six operational areas — mapped against your real workflows, not your documentation.
Each area surfaces where logic lives in someone's head rather than your system, where data gets lost, and where your team works around the tools you already have.
01. Quoting & Estimation
How quotes are built, where the logic lives, and whether it's in your system or in someone's head.
02. Order Intake & Processing
How orders come in, how they get entered, and where data gets lost or re-entered twice.
03. Document HandlingPDFs, specs, product sheets — how they move through your team and what happens when something's missing.
04. Delivery & Installation PricingHow scope is defined, how pricing is calculated, and whether those rules are written down anywhere.
05. System IntegrationsWhat tools you're using, where they connect, and where they don't.
06. People & AI ReadinessWho on your team is ready to adopt new ways of working — and who needs a different kind of onboarding.
The assessment takes 4 to 6 weeks from kickoff to final deliverables, structured across five stages. Every stage produces a tangible output — you see progress as it happens, not just at the end. Working sessions with your team are focused and short; Avanto works around your schedule.
Intake & KickoffAlign on scope, participants, and processes. Confirm the agenda, set up the workspace, and define what "done" looks like before anything starts.
Discovery & Analysis
Focused working sessions with your estimators, ops leads, and project managers. Flow diagrams, pain points, and gaps are documented incrementally after each session.
Output: AS-IS process map · Gap analysis · AI Readiness Report
Technical Alignment & Solution DesignInternal alignment on what Strata covers natively and what requires custom development. A demo is built and scripted around your operation. No tech is proposed until the business case is solid.
Client Review
Full picture presented: process map, AI Readiness Report, Business Case with ROI, quick wins, risks — and a live demo built around your actual operation, not a generic walkthrough.
Output: Live demo of your operation
Closeout & Next Steps
Everything documented and stored. All deliverables in your hands. If you move forward, next steps are already defined — modular, prioritized, and scoped to what you chose.
Gap analysis showing exactly where your operation stands today relative to AI adoption.
A documented map of your end-to-end operational processes as they actually run today.
A clear inventory of operational pain points, classified by impact.
ROI projections, quick wins, and risk assessment — built on your actual data.
Modular implementation design with itemized pricing. Scoped to what you chose.
Built around your actual operation. Not a generic product walkthrough.
Direct answers to the questions we hear most often from dealers, manufacturers, and rep groups considering the assessment.
No. The Avanto Assessment stands on its own. You will not be asked to commit to any technology build until you have reviewed the full business case. The deliverables have value regardless of your next decision.
Most Avanto clients use existing systems — ERP, CRM, quoting tools, and project management platforms. The assessment is not about replacing your system of record. It maps what is happening around it, between it, and despite it. That gap analysis is typically where AI creates the most measurable value.
The working sessions with your estimators, ops leads, and project managers are focused and short. Avanto works around your schedule, not the other way around. Most participants spend a few focused sessions across the full engagement.
You won't know until you complete the assessment — which is exactly why it exists. The business case with ROI projections is a deliverable of the assessment, not a prerequisite. You will not be asked to commit to a build until you have seen those numbers.