Getting Started Guide - AppVentory

1. Sign-Up and Account Setup

Step 1: Account Creation

Access the AppVentory sign-up page and select one of the following options:

• Google account
• Email and password

Step 2: Email Verification

• A verification code is sent to the registered email address
• Enter the verification code to proceed
• Access is granted only after successful verification

Step 3: Initial Configuration

Provide the following details:

• Name
• Company Name
• Preferred Currency

 

Step 4: Default Mode

After setup completion, the platform loads in Business Mode by default.

• Business Mode supports organizational and operational workflows
• A “Try Practice” option is available to enable Practice Mode

2. Platform Navigation Overview

The platform interface includes a structured sidebar with four primary sections:

Interface Layout

Navigation Sections

Business

Core operational pages:

• Dashboard: 

  The Dashboard under the My Business section provides a centralized overview of real-time metrics, actionable tasks, and survey management tools. It now includes interactive widgets that allow direct actions, such as resolving flagged app or usage issues. A new overlapping feature tracker highlights applications with redundant functions, enabling smarter consolidation and cost decisions.
  Click here for more information. 

• Apps:

  The Apps page provides centralized visibility and control over all software applications connected to the organization. The All Apps tab consolidates every app category into a unified view, streamlining navigation and allowing IT, finance, and procurement teams to manage software inventory, track utilization, and assess costs across departments.
  Click here for more information.

• Spend Overview:

  The Spend Overview page provides a consolidated view of all application related transactions across the organization. This page supports manual entry, bulk import, and the application of custom rules to streamline spend tracking and categorization.
  Click here for more information. 

• Renewals:

  Renewal Management in AppVentory provides centralized visibility and control over application subscriptions, renewal timelines, and financial commitments across the organization. The module is designed to help track subscriptions, forecast upcoming costs, prevent unexpected renewals, and strengthen governance over the software stack.
  Click here for more information. 

• Procurement:

  Streamlining Software Acquisition and Access Requests. The Procurement feature in AppVentory provides a structured way to manage software access and purchasing across the organization. It connects employees (who need tools) with admins (who approve and manage them), ensuring all requests are visible, consistent, and data-driven.
  Click here for more information. 

• Organization:

  The Organization page provides centarlized control to manage and structure the internal setup of departments and users. It allows seamless configuration of teams, user assignments, and budgeting for each department to ensure operational visibility and accountability.
  Click here for more information.

• Survey:

  The Survey page provides access to all existing surveys in the system. This includes survey created through both Apps to Survey List and Survey List, enabling centralized management and monitoring of feedback collection tools. Surveys are commonly used to gather customer feedback, internal performance reviews, or follow-up data related to transactions, services, or support cases.
  Click here for more information. 
• Additional tools (Subscriptions, Task Management, Campaigns)

Reports

• Available under the Business section in Business Mode

Advisory Practice (Available in Practice Mode only)

• Advisory Overview:

  The Advisory Overview dashboard provides a comprehensive view of client management, integration health, and financial optimization. This page serves as a central hub for monitoring high-level savings metrics, tracking reporting history, and managing the onboarding of new business entities.
  Click here for more information. 

• Advisory Clients:

  The Advisory Clients page serves as the central hub for managing client relationships within AppVentory. This dashboard facilitates the tracking of client statuses, financial savings metrics, and the onboarding/ offboarding lifecycle.
  Click here for more information. 

• Advisory Prospects:

  The Advisory Prospects page serves as a centralized hub for managing potential client leads and engagement requests within the AppVentory platform. This dashboard allows tracking of new business opportunities across two primary categories: Prospects and Requests.
  Click here for more information. 

• App on Charge:

  The App on Charge module in AppVentory allows users to track, manage, and allocate software expenditure across different clients or organizations. This feature provides a centralized view of all spending related to specific applications like Zoom or Slack, ensuring financial transparency and accurate billing.
  Click here for more information. 

Purpose:
Supports multi-client advisory analysis and insights.

Service Practice (Available in Practice Mode only)

• Service Overview:

  The Service Overview dashboard provides a high-level summary of your practice's revenue opportunities, client lifecycle, and app stack performance. It is designed to help you identify untapped revenue through app advisory and manage client transitions effectively.
  Click here for more information. 

• Service Clients:

  The Service Clients page serves as the primary dashboard for managing client relationships within the platform. It provides a centralized view of client status, industry categorization, application stack health, and financial opportunities. This page facilitates the tracking of clients through various stages of the lifecycle, from initial engagement to off-boarding.
  Clic here for more information. 

• Service Prospects:

  The Service Prospects page serves as the centralized hub for managing potential clients within the AppVentory ecosystem. This interface helps to capture, organize, and review prospect data, making it easier to move from lead identification to active client management.
  Click here for more information. 

• App Stack:

  App Stack is a curated bundle of software applications tailored for specific client needs, industries, or service levels. Instead of selecting individual apps for every new client, App Stacks allow you to standardize your service offerings, streamline the onboarding process, and maintain consistent pricing for implementation and support fees.
  Click here for more information.

Purpose:
Supports service delivery and client lifecycle management.

General

In Business Mode:

• Integrations

• Settings

• Limited general access (three pages only)

In Practice Mode:

• Integrations

• Settings

• Campaigns

• Reports

Key Change:
Reports move from the Business section to the General section in Practice Mode.

Key Behavior

Page visibility changes dynamically based on:

• Selected mode (Business or Practice)
• Client selection state

This behavior ensures interaction with contextually relevant data and workflows.

3. Switching to Practice Mode "Try Practice"

• Select “Try Practice” to enable Practice Mode
• This action is not reversible within the session

Practice Mode Changes

• Advisory Practice pages become available
• Service Practice pages become available
• General section expands to include Campaigns and Reports
• Reports relocate from Business section to General section

Purpose:
Practice Mode supports analytical and advisory workflows. Reports are repositioned to align with evaluation and supporting tools rather than operational workflows.

4. Select Client – Client-Specific View

The Select Client dropdown enables filtering of platform data to a specific client.

Client Selection Behavior

When a client is selected:

Advisory Practice

• Not available

Business Section

• Survey page not available

General Section

Only the following pages remain:

• Integrations:

  Integrations in the General section are designed to streamline the setup and synchronization of key enterprise systems. Integration with identity, accounting, email, and CRM platforms enables automated data ingestion, AI-powered app insights, widget-based performance tracking, and streamlined communication workflows.
  Click here for more information.

• Settings:

  The Settings area centralizes all configurations to tailor the platform organizational requirements, covering account-level personlization, business preferences, app automation, and enhanced team administration.
  Click here for more information. 

Restricted Pages

The following pages are not available in client-specific view:

• Reports:

  The Reports module enables users to generate insights into software spend, system usage, and operational risks. Reports are dynamically generated based on synchronization data sources and selected criteria, ensuring that outputs reflect the most current system state.
  Click here for more information.

• Task Management:

  Task Management provides a centralized workspace to organize, assign, and track actionable items across the organization. Designed to enhance visibility and accountability, this feature enables team members to organize day-to-day responsibilities, prioritize deliverables, and streamline task execution using customizable summaries and collaborative tools.
  Click here for more information. 

• Subscriptions:

  The Subscription page serves as the central workspace for managing AppVentory plans, billing preferences, and upgrade decisions. The interface presents available subscription tiers in a comparative format, enabling clear evaluation of capabilities and seamless transition between plans as organizational needs evolve.
  Click here for more information. 

• Campaigns:

  The Campaigns feature in AppVentory enables Tech Advisors to launch targeted communication initiatives across their client base.
  Click here for more information. 
• Advisory Practice pages (Click here for more information)

Purpose of Restrictions

• Reports
  Designed for multi-client advisory output. Restricted to prevent incomplete or misinterpreted single-client data.
• Advisory Practice Pages
  Built for cross-client analysis. Not applicable in single-client context.
• Campaigns, Tasks, Subscriptions
  Operate at organizational or multi-client level. Restricted to maintain workflow consistency.
• Integrations and Settings
  Remain available as configuration-level controls.

Deselecting a Client

• Removing client selection restores:
• Full navigation based on active mode
• Access to all applicable pages

5. Navigation Flow Summary

1. Complete sign-up and email verification
2. Configure name, company, and currency (non-revertible)
3. Land in Business Mode
4. Access Business and limited General pages
5. Select “Try Practice” to enable Practice Mode
6. Access Advisory, Service, and expanded General pages
7. Use Select Client to filter by client
8. Deselect client to restore full navigation

 

Conclusion

AppVentory provides a structured and context-aware navigation model through:

• Mode-based access (Business and Practice)
• Dynamic page visibility
• Client-level filtering controls

This design ensures:

• Accurate data representation
• Consistent workflows
• Context-specific functionality

 

 

If you need further assistance, please contact our dedicated customer support team at support@appventory.com, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.