01 / 04
Where does time get lost today?
We walk through an enquiry together. Who receives it? Which details are often missing? Where is information entered twice? Understanding the actual workflow gives us a basis for discussing a useful solution.
The starting point
Email
The enquiry arrives.
Spreadsheet
Details are copied over.
Follow-up
Who knows the current status?
02 / 04
What needs to be connected?
We organise the information: enquiry, customer, documents and the person responsible. Together, we clarify who can view or change which data and how the steps depend on each other. A clear structure begins to emerge.
The connections
Enquiry
One shared record.
Responsibility
Everyone knows who is responsible.
Access
Each role sees what it needs.
03 / 04
What could the work feel like?
An initial design makes the idea tangible. In this example, the team sees open enquiries, the next step and related documents in one place. We discuss whether that workflow fits your everyday work.
A possible design
New enquiry
Review details
In progress
Decide the next step
Documents
Find them with the record
04 / 04
What do we build first?
We agree what the first version needs to do and what can follow later. Together, we clarify scope, priorities, open questions and how the system will be operated. This provides a basis for estimating the work and planning development.
The shared plan
First
Bring enquiries and responsibilities together.
Later
Generate documents automatically.
Before development
Agree on scope and operation.