The company runs 5 systems: an ERP, Excel, e-mail, WhatsApp and paper. Documents go missing, nobody knows which version of an offer is current, and orders get lost.
Monday (week 1) Intro call. The client describes the chaos but doesn't know where it comes from. A deeper analysis is needed.
Wednesday I send a proposal for a paid workshop.
Friday Workshop, session 1 (3 h): mapping how offers are prepared.
Monday (week 2) Workshop, session 2 (3 h): how an order is fulfilled.
Friday Workshop, session 3 (2 h): the biggest problems and the priorities.
Weeks 3–4 Analysis and solution design.
Tuesday (week 5) Presentation: “I propose three stages: 1) one place for every document, 2) automated offers, 3) integration with the ERP.”
Friday Offer for stage 1.
Monday (week 6) Contract signed.
Months 2–3 Stage 1 implemented.
Month 4+ Support, and further stages if the client wants them.