WorkPlaceholder · Case study 03
A family trading house, moved from spreadsheets to one system
The challenge
Stock, orders and invoices lived in separate spreadsheets kept by different people. Month-end took weeks, and no one trusted a single number.
Illustrative case study. The structure is final; client, story and images will be replaced with a real project.
The idea
One number everyone believes.
Approach
- 01
Documenting how work really flows today
- 02
Choosing and configuring ERP and CRM around that flow
- 03
Training, migration and ongoing support
Solution
A connected ERP and CRM with automated approvals, one dashboard for leadership and a help desk for the team.
Outcomes
How success is measured.
Days to close the month
To be published once measured and approved by the client.
Manual data entry
To be published once measured and approved by the client.
Support response time
To be published once measured and approved by the client.
A cultural initiative that speaks to a new generation
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