Solution
Orders and business operations
From a customer request to an approved quote, order and ERP record. Exceptions go to a named owner.
What is included
- Capturing requests from email, forms or other agreed channels
- Turning a request into a structured task with an owner
- A quote draft from CRM and ERP data, approved before sending
- Passing the order to the ERP and tracking its status
- Routing exceptions and missing data to a person
The result
One traceable path from request to delivery, without re-typing data.
- A test request passes from the channel to an owner, a quote and an order
- A repeated event does not create a duplicate order
- Fields, identifiers, taxes and currencies are checked in the chosen scenario
What we agree up front
- One process and its exceptions are scoped
- The ERP is selected and its API, licences and local settings are checked before estimating
- We agree who approves quotes and commercial terms
The pilot covers one process on one clearly scoped segment.
