The client approached us with a specific requirement: to replace their existing CRM system and upgrade/migrate data from Excel spreadsheets. But before they started, our consultants recognized the need for a comprehensive review of the client’s entire business. In doing so, we wanted to ensure any proposed solution would be effective in meeting the client’s needs.
Upon reviewing the initial specs provided by the client, we identified certain ambiguities. In order to gain a clearer understanding of their goals and objectives, we proposed conducting a comprehensive survey. Our intention was to assess the operational performance of the entire company, spanning from supply chains to all aspects of the customer journey. By conducting this survey, we aimed to acquire a deeper understanding of their challenges and recommend suitable systems to address them.
Rather than proceeding with development based solely on the client's initial specs, we proposed conducting our own comprehensive review. This approach aimed to provide the client with clarity and confidence in their investment.
By gaining a broader understanding of the problem, we were able to identify any missing or underlying needs and accelerate the speed and scale of their growth.
Our consultative approach included:
Our consultancy team dedicated two full business days conducting an extensive on-site review of the organization.
We assessed all processes, systems and business needs in detail to uncover the company’s true potential in digital transformation. Aspects of our review included:
Our surveys included a full review of product orders, shipment and installation.
We also highlighted the need for a new counting system and carried out needs assessments on internal staff.
From warehouse workers through accountants and managers, we interviewed all internal employees to gain insights into their issues.
With these insights, we were better able to identify which digital systems, solutions and functionalities could have the best impact.
As part of our recommendations, we identified the potential to automate processes using mobile devices and QR code technology.
Using the vast amount of raw information, figures and reports we gathered during the assessment period, our teams produced a detailed report for the client. By using a process of categorization, we consolidated assessments into a digestible format.
What’s more, when compared to the initial brief from the client, the extent of our findings was effective in highlighting the client’s true potential for digital transformation.
Based on our findings, we provided the client with an accurate development estimate that considered the urgent and non-urgent tasks identified during the review process. We also clearly identified which aspects were optional as part of the overall improvement works.
By adopting this approach, the customer was enabled to consider a phased approach to development.
By conducting an in-depth analysis of their current systems and processes, we enabled the client to understand the full extent of their requirements.
Using in-depth interviews with staff and effective reviews of internal processes, we could present results in an extensive report. As part of the process, we also met decision-makers in-person to explain our findings while outlining the urgent, non-urgent and optional aspects of our proposal.
With our hands-on consulting approach, the client gained a clear understanding of the development work required to achieve their goals, resulting in an improved estimated end product that offered a better price-value ratio.
During the development we paid special attention to security, which resulted in the website is not only being fluid and functional, but also completely secure.