EXAMPLE / Development / CRM & ERP Systems
Project Example: CRM & ERP Systems
Illustrative scenario: a group of companies wants to replace fragmented spreadsheets with one sales and delivery process.
This is a transparent example of a possible delivery scope, not a claim about a specific client. Final scope, timing and outcomes are defined only after qualification.
SCOPE / EXAMPLE
CRM & ERP Systems
01 / CASE
The challenge
Starting point: a group of companies wants to replace fragmented spreadsheets with one sales and delivery process. Teams use conflicting data, tasks get lost and management reporting is assembled manually.
02 / CASE
The delivery route
The scenario covers discovery, prototyping, agreed development, testing and handover of a documented solution. In this example, the delivery scope is adapted to the stated starting point.
03 / DELIVERED
What is included
Process and data map
Role-based CRM/ERP scope
Tasks, deals and documents
Dashboards and data import
04 / TOOLKIT
PostgreSQL / RBAC / Workflows / Dashboards
06 / OUTCOME
Expected outcome
- 01A single operational data source
- 02Clear areas of responsibility
- 03A prepared migration scheme
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