Which process should become simpler?

Start with a situation from your daily work. What happens today, which applications are involved and what should work better in future? This creates an initial overview for your ERP, CRM or AI project.

Your project brief

Three questions to start

What should change?

Choose a specific work item, such as the handover from sales to the project lead or preparing delivered work for billing. Describe the desired result from the perspective of the people using it.

What should stay?

Name the applications, data sets and workflows you want to keep using. Their names and a brief explanation of what they do are enough for the initial description.

How will you recognise a good solution?

Describe what your team should reliably be able to do after implementation. For example, an approved order contains all the information the delivery team needs for its next step.

Find the right starting point

If your focus is on enquiries, customer knowledge and sales handovers, see our overview of CRM software. For order processing and operational approvals, start with ERP software.

Which process should become simpler?

Your project brief

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