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A new ERP or CRM? Start with your work process.

A software decision improves when you first know which work needs to change and how to test it.

Processes & systems · 3 minute read · ORBIT Elevations

Start with tasks that currently slow you down: orders, planning, customer follow-up or invoicing. Map the process with the people who do the work.

Make needs concrete

Define required data, responsibilities and integrations. Distinguish essential requirements from preferences.

Test with your own work

Ask a supplier to demonstrate a familiar task, including an exception. Discuss what the solution does for your organisation.

Plan the introduction too

Data, training, working agreements and operations are part of the decision. Agree who delivers each step and when your team accepts the solution.

This article is general information, not legal advice.

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