ERP & CRM processes
ERP & CRM processes
Represent business processes consistently in enterprise systems.
A clear scope of work
ERP & CRM processes: where does it help?
Represent business processes consistently in enterprise systems.
Start with the desired outcome. Depending on scope, the right solution may be a specialist, a project team or a defined work package.
Tasks and outcomes
Work on configuration and interfaces
Accept end-to-end process cases
Possible outcome: Tested business process with data handovers.
Select by assignment
Which roles are relevant?
50 roles with this professional connection. These describe capabilities, not currently available people.
SAP consultant
Connect business processes, requirements and tests within the agreed SAP scope..
Possible outcomeAgreed process and configuration scope with documented acceptance.
Explore tasks & qualifications ↗Salesforce consultant
Translate CRM processes and data structures into traceable Salesforce requirements..
Possible outcomeConfiguration and data concept with roles, test cases and handover.
Explore tasks & qualifications ↗Dynamics 365 consultant
Align business processes, data and interfaces for Dynamics 365 initiatives..
Possible outcomeAgreed delivery scope with test cases and key-user handover.
Explore tasks & qualifications ↗ERP project manager
Coordinate migration, business decisions and rollout of an ERP initiative..
Possible outcomeRollout plan with data ownership, testing and clear approvals.
Explore tasks & qualifications ↗SAP S/4HANA consultant
Coordinate process requirements, data migration and test cases for the agreed S/4HANA area..
Possible outcomeAgreed rollout scope with process decisions, tests and key-user handover.
Explore tasks & qualifications ↗SAP ABAP developer
Implement ABAP work with defined data access, tests and transport procedures..
Possible outcomeTested extension with documented interfaces, transports and maintenance notes.
Explore tasks & qualifications ↗SAP Basis administrator
Manage system state, transports and technical operations within the agreed SAP scope..
Possible outcomeDocumented operating state with maintenance tasks, checks and escalation routes.
Explore tasks & qualifications ↗Salesforce developer
Develop Salesforce extensions and integrations with defined data rules and tests..
Possible outcomeTested CRM feature with documented data access, permissions and deployment.
Explore tasks & qualifications ↗The task in practice
How to recognise the value
Represent business processes consistently in enterprise systems.
Starting point
Capacity is missing for this task: Connect business processes, requirements and tests within the agreed SAP scope
If this situation persists, it consumes capacity and makes decisions harder. The brief should therefore specify which workflow needs to change.
Intended value
Tested business process with data handovers
Define a real acceptance case before starting. A broad capability requirement becomes a task whose result your team can assess and use.
Which capabilities matter for your assignment?
Select the professional priorities that belong in your brief.
No priorities selected yet.
Discuss the task ↗Three possible ways to scope the task
Connect business processes, requirements and tests within the agreed SAP scope.
Your business processes and enterprise systems work together more effectively.
What makes the result tangible
Understand this role’s responsibilities ↗Agreed process and configuration scope with documented acceptance.
Translate CRM processes and data structures into traceable Salesforce requirements.
Your business processes and enterprise systems work together more effectively.
What makes the result tangible
Understand this role’s responsibilities ↗Configuration and data concept with roles, test cases and handover.
Align business processes, data and interfaces for Dynamics 365 initiatives.
Your business processes and enterprise systems work together more effectively.
What makes the result tangible
Understand this role’s responsibilities ↗Agreed delivery scope with test cases and key-user handover.
Capability compass
Which combination moves your project forward?
Connect your task to relevant capabilities. A tool selection narrows the working environment; the results explain each professional connection.
Starting pointERP & CRM processesSearch the full catalogue ↗
03Reasoned role selectionTask · capabilities · outcome
The professional connection becomes clear through tasks and possible outputs.
SAP consultant
Connect business processes, requirements and tests within the agreed SAP scope.
Your possible outcome
Agreed process and configuration scope with documented acceptance.
Salesforce consultant
Translate CRM processes and data structures into traceable Salesforce requirements.
Your possible outcome
Configuration and data concept with roles, test cases and handover.
Dynamics 365 consultant
Align business processes, data and interfaces for Dynamics 365 initiatives.
Your possible outcome
Agreed delivery scope with test cases and key-user handover.
Capability profiles for orientation. An individual’s suitability is assessed against the search brief.
Refine the selection ↗Your assignment with VB Analyst
Choose expertise. Define the engagement.
A capacity gap does not always require a permanent role. Choose a model by responsibility, duration and desired outcome.
Useful information for your enquiry
ERP & CRM processes
Which business process is affected, which system version is used and who accepts the workflow?
Possible work objective
Tested business process with data handovers
- Task, existing systems and scope
- Essential criteria, internal contact and approval
- Preferred start, duration, capacity and budget range
You can leave undecided details open. Non-confidential information is enough for initial contact.
Selected model: Project support
Discuss these requirements ↗View this model and its responsibilities ↗What happens next
From enquiry to a well-prepared start
- Define the requirement
We clarify the task, priority and outstanding requirements with you.
- Assess specialist fit
Relevant experience is assessed against the assignment. Open questions and working parameters remain visible.
- Agree selection and scope
You decide through specialist discussions. Capacity, terms and responsibilities are agreed.
- Prepare onboarding
Access, the first milestone, contacts and handover are established.
How soon can work start?
Timing depends on suitable availability, selection, agreement and access. For urgent needs, separate essential initial work from later tasks. A binding start date is confirmed for the specific assignment.
A useful starting point
Anything still unclear?
Short answers for your next step. We can work through your specific situation together.
Discuss my question ↗What belongs to this area?
Tested business process with data handovers
Can I hand over one specific task?
Yes, if inputs, outputs and ownership can be defined. We agree which parts stay with your team and how acceptance is assessed.
Are the specialists available now?
The profiles describe capabilities and typical assignments. Actual people, availability, terms and engagement are assessed for your specific need.