Access Evo:

Talk to an Access Evo specialist

Access Evo Journey

Services Catalogue

Designed to guide you every step of the way, our comprehensive catalogue outlines the tailored services and support available to help you implement, optimise, and future-proof your Access Evo solution.

Book now Pricing bundles

Access Evo connection

Evo Analytics connection created to kick off your Evo journey.

Access Evo Discovery

A two-hour training session on Access Evo for up to 5 users.

Access Evo CoPilot skills

A two-hour training session on how to use Evo CoPilot skills for up to 5 users.

Access Evo custom Analytics scoping

A detailed scope of requirements document and statement of works which can be used to develop Access Evo custom Analytics charts and insights.

Access Evo custom Analytics build

Based on a detailed scope our technical services team can customise dashboards, insights and dataviews which Copilot can query.

Access Evo Analytics training

Various training options to cater for all needs from beginner to advanced administrators.

Pricing bundles

Our service bundles are designed to offer ease of choice, value, and flexibility. Choose the plan that fits your needs. *All prices are in AUD and inclusive of GST. Book services

Getting Started

Sold separately for $803

$660

Bundle Includes

Access Evo Connection
Access Evo Discovery

Next Steps

Sold separately for $1056

$880

Bundle Includes

Access Evo Discovery
Access Evo CoPilot skills

Maximising your solution

Sold separately for $1331

$990

Bundle Includes

Access Evo Connection
Access Evo Discovery
Access Evo CoPilot skills

Access Evo Journey: Services catalogue

*All prices are in AUD and inclusive of GST

Access Evo connection

$275 or 90 FlexPoints

Overview

Our technical services consultants will assist with the installation of the dataloader so that Access Analytics can connect to your Access product databases and render dashboards and insights using your own data. You will then be able to use Co-pilot to ask questions of the data that Access analytics has access to.
At the end of the session you will be able to log into Access Evo, access all your Evo products and your databases will be connected to Access Analytics.

Available for: MicrOpay, Attaché and Access Accountants

Expected Outcome

Evo Analytics connection created to kick off your Evo journey.

Prerequisites

Access Evo Provisioned

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Access Evo Discovery service

$528 or 180 FlexPoints

Overview

Embark on a transformative journey with Evo and elevate your business to new heights! Dive into your dynamic new environment and master the essentials: customise your home page, invite and manage members, and explore powerful collaboration with our Collaborate document storage. Fuel growth with Learning Lite, boost interaction with Engage, and let Copilot guide you effortlessly. Stay updated with Feeds and harness data-driven decisions with our cutting-edge Analytics. Discover how Evo can revolutionize your business landscape today.

Available for: MicrOpay, Attaché and Access Accountants

Expected Outcome

A two hour training session on Access Evo for up to 5 users. Topics covered:

Evo navigation
Setup a default dashboard
How to use members / roles
How to invite your team to Evo
Introduction to collaborate
Introduction to Learning Lite
Introduction to Engage
How to use CoPilot
How to use Feed
Introduction to Analytics

Prerequisites

Access Evo Provisioned
Access Evo Analytics connection

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Access Evo CoPilot skills

$528 or 180 FlexPoints

Overview

Learn how to use Copilot skills to extract information from documents in Access Collaborate, ask questions about data in Access analytics and how to use Copilot to utilise third party sites such as ATO and Fairwork. Learn about AI prompts and how to get the most out of your queries.
Also includes a review the standard Analytics insights/dashboards and a discussion around customisation options versus additional advanced training.

Available for: MicrOpay, Attaché and Access Accountants

Expected Outcome

A two hour training session for up to 5 users on how to use Evo CoPilot skills to create AI prompts covering:

Evo Docs
Analytics skill
ATO Search
Fairwork Search
Express Leave (Attache only)
Also includes an Access analytics discussion which can be a precursor to either more advanced training or scoping and building custom analytics

Prerequisites

Access Evo Provisioned
Access Evo Analytics connection
Access Evo Discovery completed

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Access Evo Analytics scoping

$528 or 180 FlexPoints

Overview

Customise your Analytics insights/dashboards. Commencing with a scoping session to drill into
your wants and needs. Once scoped a detailed SOW will be provided to detail the requirements with designs, agreed outcomes and a confirmed price for building the new analytics charts and data engine views.

Available for: MicrOpay, Attaché and Access Accountants

Expected Outcome

A detailed scope of requirements document and statement of works which can be used to develop Access Evo custom Analytics charts and insights.

Prerequisites

Access Evo Provisioned
Access Evo Analytics connection
Access Evo Discovery completed

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Access Evo custom Analytics

Quote on request

Overview

Based on a detailed scope our technical services team can customise dashboards, insights and dataviews. These custom Analytics will be specific to your organisation, giving key insights to help you drive business efficiency.

Copilot can also use the data in these custom data vies to respond to prompts and questions using natural language queries.

Available for: MicrOpay, Attaché and Access Accountants

Expected Outcome

To be agreed by scope

Prerequisites

Access Evo Provisioned
\Access Evo Analytics connection
Access Evo Discovery completed
Access Analytics Scoping completed

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Access Evo Analytics training

Quote on request

Overview

End-to-end training on both Access Data Engine and Access Analytics.

See how to extract data from a data source, transform and load it into a useable format

Using that data, you will be shown how to build out Insights, Dashboards and learn how to manage the overall administration for Access Analytics.

Available for: MicrOpay, Attaché and Access Accountants

Expected Outcome

To be agreed by scope

Prerequisites

Access Evo Provisioned
Access Evo Analytics connection
Access Evo Discovery completed

Suitable for

Users who are proficient in report writing and understand SQL and relational database concepts
Have dedicated time for Analytics

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