Organize the process first
We map the steps, roles, statuses, exceptions and places where daily work gets stuck.
One place for data, statuses and ownership
When a process is spread across spreadsheets, CRM and messages, it is hard to see what is done and who owns the next step. We organize it in one system.
Describe the process problemBuild one shared view
The team sees the same data, ownership and next step without checking several tools.
Launch a small scope
We start with the main process, test it with the team and only then add more areas.