A business problem you may recognize
Customer details live in chat, orders in spreadsheets and stock updates in phone calls. As work grows, teams spend more time checking and copying information.
Capabilities to define in your project
CRM and sales follow-up
Orders, inventory and purchasing
Approvals, projects and collaboration
Operational reports and dashboards
Deliverables to agree on
- Business workflows and permission matrix
- A demonstrable prototype for core tasks
- Software, APIs and data definitions
- Acceptance records and operating documentation
Three questions to prepare
- Which three tasks consume the most time?
- Where is the same information entered more than once?
- Who may view, change and export business records?
Scope and implementation boundaries
Define the critical workflow and data owners before choosing a full ERP. Integrating an existing system may be a better first phase than replacing it.
Define the requirement before building.
Bring your current workflow, systems and desired outcome to the conversation so we can identify a practical first phase.
Discuss your business context