Describe how your process looks today. We will review it and suggest where there is room for automation and for connecting systems.
No documentation or specification needed. An honest description is enough, even a messy one.
The steps from inquiry or order to delivery and invoice, in your own words.
A program, spreadsheets, e-mail, paper, phone. Everything involved in the process.
What gets retyped, what people wait for and what depends on one person.
We look at a quote, purchase order or spreadsheet together when we talk. An example often says more than a description.
We map how work really flows and look for bottlenecks, duplicate work and manual retyping.
It is read by people who build business systems. They look at how the work moves from step to step.
We lay out the steps from inquiry to invoice, with the tools and people at each step.
Places where the same data is entered more than once or travels by e-mail.
If something is missing, we get in touch before suggesting anything.
A review of your process with concrete suggestions.
Review of your process
Which steps can run without manual work, and why.
Which systems to connect and what to replace.
If your process fits a ready-made program well, we will tell you.
If it makes sense to continue, we will suggest a conversation.
A review of how work really moves through the company: what the steps are, who does them, in which tools and where time is lost. It shows what is worth automating.
Enough for us to understand the flow of work. A few paragraphs are usually a good start, and we look at example documents when we talk.
Describe one concrete job from start to finish, for example one order. We will ask about the rest.
The description is used only by CROATELA to review your process. Feel free to leave out customer names and amounts; the review doesn’t need them.
No. We review it and get back to you with no obligation. A quote comes only if you decide to continue.
No. The review shows where there is room for improvement. A quote follows only if you decide to continue and the scope is clear.
A short description is enough to start. We will ask about the rest.