An order system built around the business, not the default.

When this is the right engagement

• You are new to Naviga Ad and want it built right the first time
• The instance was configured for a different business than the one you run now
• Digital and print orders live in different places and need one home
• Adoption is low because the products and rate cards do not match what sellers actually sell
• You are consolidating divisions or acquisitions into one order system

What you get

• A written solution design: advertisers, agencies, products, rate cards, order types, and workflows, signed off before the build
• Instance setup: users, roles, permissions, and the settings that are painful to change later
• A product catalog and rate cards that reflect how you package inventory
• Order and campaign workflows with owners, including digital, print, and mixed campaigns
• The CRM handoff: a closed deal creates the order with the right products and terms, or the seller builds it from the record in one place
• Reports on booked, delivered, and billed that billing will accept
• Role-based training and an admin handoff with documentation
• A stabilization period after go-live

How it runs

1. 01

   Solution design

   Discovery, interviews, and a written design you sign off before configuration.

2. 02

   Instance setup

   Security model, users, and the structural decisions that outlive every later change.

3. 03

   Catalog and workflow build

   Products, rate cards, order types, and campaigns built to the design, with the workflow steps and owners written down.

4. 04

   Integration

   The CRM handoff and the connections to billing and the ad server that make the order system the record.

5. 05

   Testing and training

   User acceptance on real orders and real campaigns, then role-based training for sellers and ad ops.

6. 06

   Go-live and stabilization

   A cutover with a freeze and a rollback, then we stay while the first month of orders shakes out.

Questions we get