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Our Methodology

How We Work with Mexican SMEs

Our implementation process is designed for businesses that currently manage operations manually and need practical digital systems. We focus on understanding your actual workflow, selecting appropriate tools, and ensuring your team can use them confidently.

Initial Assessment

The first step involves visiting your business location or conducting a detailed video consultation. During this session, we observe how you currently operate and identify where digital systems can provide immediate value.

What We Review

  • Current methods for recording sales transactions
  • How you track inventory levels and product locations
  • Customer credit management and payment tracking
  • Time spent searching for business information
  • Decisions that require better data visibility
  • Staff availability for training and system adoption

What We Deliver

After the assessment, you receive a written summary explaining which software systems address your specific needs, estimated implementation timeline, training requirements, and total project cost including software subscriptions.

Software Selection

We recommend systems based on your business type, transaction volume, budget, and technical comfort level. All recommended software is available through standard Mexican market channels.

Selection Criteria

  • Appropriate for your business size and complexity
  • Available in Spanish with Mexican tax compliance features
  • Reasonable monthly subscription costs
  • Mobile access for owners and managers
  • Reliable technical support from the software provider
  • Integration capabilities between different systems

We do not receive commissions from software vendors. Our recommendations are based solely on what works for your business requirements.

Installation and Configuration

Once you approve the software selection, we handle all technical setup. This includes creating accounts, configuring settings for Mexican business requirements, and preparing the system for your data.

Configuration Steps

  • Account creation and user access setup
  • Tax and invoice configuration for Mexican regulations
  • Product catalog entry with pricing and costs
  • Customer database migration from existing records
  • Initial inventory count entry
  • Payment method and account configuration
  • Report templates customized for your needs

Data Migration

We transfer your existing information from notebooks, spreadsheets, or previous systems into the new software. This includes product lists, customer details, pricing structures, and current inventory levels. We verify all migrated data for accuracy before training begins.

Team Training

Training focuses on daily operations your staff will perform. Sessions use real scenarios from your business rather than generic examples. Training continues until everyone feels comfortable with their responsibilities.

Training Topics

  • Processing sales transactions and printing receipts
  • Recording customer payments and credit purchases
  • Adding new products and updating prices
  • Checking inventory levels and generating reorder lists
  • Running daily sales and inventory reports
  • Handling common error situations and corrections
  • Mobile app usage for owners and managers

Training Format

We conduct training in person at your location whenever possible. For remote training, we use video sessions with screen sharing and provide recorded materials for reference. Each staff member receives individual practice time with supervision.

Go Live Support

We remain available during your first week of live operation. This allows us to address questions as they arise in real situations and make any necessary adjustments to configuration or workflows.

Support Includes

  • On-site or video availability during first operational days
  • Assistance with unexpected situations or questions
  • Configuration adjustments based on actual usage
  • Additional training for specific challenges
  • Documentation of common procedures for future reference

Ongoing Assistance

After the initial 30-day implementation period, we provide continued support through phone, email, and video sessions. This helps you adapt as your business grows or when you need to add new features.

Post-Implementation Services

  • Technical support for software questions
  • Training for new employees
  • Configuration updates when business processes change
  • Assistance adding new product lines or services
  • Help with software updates from providers
  • Periodic review of system usage and optimization opportunities

What Makes Our Approach Different

Many software vendors focus on selling licenses and moving to the next customer. Our business model is based on implementation success and ongoing relationships. We only succeed when your business is actually using the systems effectively.

Key Differences

  • We do not sell software licenses or earn vendor commissions
  • Recommendations based on your needs, not our sales targets
  • Training continues until you are comfortable, not on a fixed schedule
  • We stay available after implementation for questions and adjustments
  • Focus on practical daily usage rather than feature demonstrations

Ready to Organize Your Business Operations?

Schedule a consultation to discuss your current processes and how digital systems can help. The initial assessment is a conversation, not a sales presentation.

Schedule Consultation

Monteverio

We implement and train Mexican SMEs on administrative management software. Our focus is helping businesses transition from manual processes to organized digital systems in 30 days.

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Contact

  • +52 962 698 0140
  • info@monteverio.com
  • Tuxtla GutiĆ©rrez, Chiapas

© 2026 Monteverio. Information provided for educational purposes.

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