“Each pilot is scoped and quoted in writing before any work starts. Voice orders, languages other than English, tax invoices, payments and accounting or ERP connections are not part of it. Stock, delivery and quotation screens are part of a pilot only if the quotation names them.”
6 things.
And what each one is for.
Start from your real orders
Before anything is configured we look at a sample of real orders as they arrive today, with customer names blanked out if you prefer: the messages, the purchase order layouts, the words customers use for your products, and who confirms what.
Benefit The setup fits how your customers actually order, not a template.
Covers: Order samples · product names in use · who confirms
Load products, units and prices
Your SKUs, the units you sell in and your price lists are imported with a preview, so rejected rows and price clashes are sorted out before the first real order.
Benefit The first order is priced from a clean catalogue.
Covers: SKUs · units · tier and customer prices · import preview
Bring your customers in
Customers, their contacts and their tiers are loaded into the Customers module during setup, from your spreadsheet or old system, so each order has a customer to land on. After setup, your team adds new customers one at a time.
Benefit Orders match to real customers from day one.
Covers: Accounts · contacts · tiers · loaded during setup
Agree how orders come in
A pilot already gives you one list of every order and why it waits, the customer's own price applied, a second person on any price change, and a checked order from draft to fulfilled. Your quotation names what is switched on for you. WhatsApp is not available yet.
Benefit The order desk works before any channel is connected.
Covers: One list · customer prices · second approver · draft to fulfilled
Train the order desk
We walk real orders through the desk with the people who will run it, confirm the setup does what the scope said, and then go live.
Benefit Your team knows the desk before customers depend on it.
Covers: Walk-through on real orders · acceptance · go-live
Scope and support in writing
What is set up, what support covers, and where extra work begins are written into the agreement before you sign, so both sides know the boundary.
Benefit No argument later about what was included.
Covers: Written scope · support boundary · change process
Four steps, in this order, every time.
- 01
Discover
Look at real orders, products, prices and people.
- 02
Load
Load the catalogue, prices and customers.
- 03
Agree
Agree how orders reach the desk.
- 04
Go live
Train the order desk and start on real orders.
Thirty minutes, and you leave with three answers.
Whether a pilot fits the way your orders arrive, what we would set up, and what it would cost. Written down, so you can put it in front of a partner or a board.
Bring three things
- A few real orders, as they arrive today.
- Your product and price list, in whatever form it is in.
- Who takes and confirms orders now.
Leave with three answers
- Whether the pilot fits.
- What we would set up, and how.
- What it would cost, written down.