How our implementation works

Metodologia e.Mix
Is the software great because the implementation is great, or is the implementation great because the software is great?
Metodologia e.Mix

Analyze. Implement. Improve. Repeat

As one of the most crucial processes in adopting a software, the implementation processes must be well designed, planned, executed and audited, in a way that makes the most of its use and what you want to do with the software.

With trained and certified professionals in project methodologies and process mapping, such as PDCA, Lean Six Sigma, PSM and PMP, e.Mix adapted the best practices of each one to create its own software implementation methodology, always with the objective of bringing the best possible result to the clients.

See the steps of our methodology


Our team has professionals certified in the main project and process mapping methodologies.

Information Security and Data Protection

Our implementation and continuous improvement team complements our software.
See below the steps of our methodology:
1st step Project presentation (kick off) and schedule definition

In this stage, the initial planning of the project is carried out, in which a macro schedule is elaborated, the key people of the project are defined and an outline for the next steps is drafted. Still at this stage, a basic version of software is released, with default settings, so that users may begin working.

2nd step Mapping and configuring services and integrations

In this step, current processes (AS IS) are mapped out, with each user and participant of the process in question. For this, interview techniques and pre-defined forms are used based on our experience. With all this information, the flowchart of the current and future process (TO BE) is prepared and presented, indicating more than one process possibility and the expected savings with each one of them. This way, the customer has greater freedom to make adjustments and choose the ideal path for their organization. After approving the flowchart, all settings are done together with the Key User(s).

3rd step Regular training and certification for administrators and key users

e.Mix has stood out by offering high quality SaaS services and assuring users are trained to use the softwares through a training and certification process. The e.Mix FollowNet and e.Mix FollowNet One softwares, in particular, are examples of how the company invests in this process to confirm the success of our customers’ projects.

Ongoing certification is critical to keep users up to date with e.Mix software news and best practices. In addition, it is a way to be sure that the software is used properly and efficiently, which leads to better and more satisfactory results for the entire organization.

The market values trained and up-to-date professionals. Professionals with e.Mix certification show that they are committed to excellence in their activities and that they are always improving their skills. This can be a competitive advantage for them and their organizations.

Certification can also be an important factor when choosing between professionals with similar skills. In an increasingly competitive market, it is essential that professionals show their ability and commitment to their work.

We have an electronic method to monitor the expiration of certifications, which guarantees professionals will be constantly updated. e.Mix recertifies all users in a period of 6 months to 2 years, depending on the software, thus guaranteeing that everyone is prepared for market developments and software updates.

Having an e.Mix certification is an important differential in the job market, as it shows that the professional has in-depth knowledge and skill not only in using the company’s software, but also in mapping processes and directing the needs of the flows of the organization. This is always appreciated by companies that seek efficient solutions and excellent results.

We’re committed to delivering high-quality solutions and helping your users achieve the best results, and the training and certification process is a key part of that.

4th step Monitoring the use and improvements implemented

After all users are trained, the client may begin using the software.. This is a delicate phase, in which there may be adjustments and adaptation issues. In order to mitigate this, the e.Mix analyst responsible for implementation closely monitors this use, in person and virtually. In this stage, we collect information on any gains resulting from the implementation.

5th step Share the results

After the follow-up period defined in the planning, e.Mix compiles all the information collected to carry out the final presentation of the project, indicating the expected versus obtained gains with the implementation project. At this stage, the customer success and support teams are introduced to follow up with the next steps. The support team is responsible for analyzing the demand received through the service channels and the customer success team is responsible for monitoring the results obtained by the customer, reporting how much was saved monthly and which items can be improved to increase these savings for the next month.

6th step Repeat

Continuous improvement is a concept based on the idea that it is possible to constantly improve processes, products and services. It is a dynamic process that requires dedication and engagement from both parties.
In the same way as the e.Mix implementation process, the continuous improvement process is based on best practices of the best-known process and project methodologies in the market, such as Lean Six Sigma, PDCA, PMP and agile methodologies.

The practice of continuous improvement is applied to both small companies and large organizations. The concept of continuous improvement must be seen as part of the company’s culture, so that on a daily basis, all people are involved in this process and can identify opportunities.

e.Mix’s continuous improvement process starts from the end of software implementation. It should start from the future process (TO BE) designed and implemented, reviewing and auditing each step of the process to identify opportunities and adjustments. The analyst
responsible for continuous improvement will retrace the implementation steps in a macro way, with the aim of validating whether the implemented process remains adherent and identifying what else can be improved at each stage of the process.

For each identified item, the flowchart initially designed must be documented and changed, so that it can be approved again, configured and, if necessary, new training carried out with all of the team, based on the changes made to the process. It is important to mention that the continuous improvement process is not only aimed at changing and configuring software, but also at adapting the companies’ internal processes.

The continuous improvement process must be a constant cycle, in the same way as the PDCA. The continuous improvement steps are based on the steps of the e.Mix software implementation methodology, namely:

Learn more about our methodology