Digitalizing sales and strategic realignment for 2030

Objective

The goal of the project was to identify the current challenges in operational sales and to implement quick wins for the most acute ones. In parallel, a strategic target picture of the future organization, the necessary process changes and the software projects derived from them was created. These software projects were to be laid out on a roadmap with budget frames and required resources to enable long-term planning.

Approach

• Survey of all sales processes (customer acquisition, enquiry capture, pricing & quotation through to order creation & scheduling)
• Identification and immediate implementation of quick wins
• Deriving an integrated, highly automated sales enquiry process to strongly reduce administrative effort
• Deriving software projects and allocating the functions to the right existing systems

Result

• Survey of the pain points in the AS-IS processes
• Development of the TO-BE processes 2025
• Development of a vision for 2030
• Development of the future software landscape
• Derivation of software projects incl. effort estimates, timeline and budget needs for the coming 3 years