Analyze & Discuss

When we start a project and even before you decide to work with us, we adhere to the simple rule: Don’t talk – listen to the client! Only after we understood your challenges, we develop a plan how to meet those. As we are discussing company processes involving several divisions and departments, we don’t talk to one department, but to all involved ones. Departments typically involved in workflow-projects are:

• Top Management and directors
• IT
• Bookkeeping
• Controlling and Cash Management
• Purchasing
• Logistics and Inventory Management
• Legal affairs

After a thorough analysis of the situation, we prepare a proposal how to solve your challenges with our workflow software. After recommending a solution, we listen to eventual change requests. These suggestions will be evaluated in close coordination with all affected departments. After that we create a jointly accepted proposal and start the project. Our project work is guided by the simple to understand SMART principle. Please note, that we are here using the original definition (https://projectsmart.co.uk/smart-goals/brief-history-of-smart-goals.php) developed by George T. Doran.

• Specific: Target a specific area for improvement.
• Measurable: Quantify, or at least suggest, an indicator of progress.
• Assignable: Specify who will do it.
• Realistic: State what results can realistically be achieved given available resources.
• Time-related: Specify when the result can be achieved.

Here is an example, how our joint goals could look like:

• Specific: To be more efficient, we would like to digitise our Purchase-to-Pay-process.
• Measurable: We want to increase our number of approved invoices from X to Y per day.
• Assignable: This approval process will be handled by the following persons: A, B, C.
• Realistic: Processing Non-PO-invoices is a lot more time-consuming than handling PO-invoices. Therefore, this goal is applied to PO-invoices only. (By the way: We have a solution for Non-PO-invoices for you as well, speeding up your processes significantly.)
• Time-related: We will start measuring the desired result two weeks after “Go-live” of the new tool. This we do, to give the affected persons a fair chance to start getting used to operating the new tool.