Überschrift 3
Digitalisation of business processes
Initial situation, target and scope
CBA Synergy GmbH develops, operates and sells IT systems and all related services.
The product and service spectrum supports the cooperative collaboration of companies in projects as a digital assistance system.
Potential customers are companies from all sectors, municipalities and municipal services as well as NGOs with 20 or more employees. The main sectors addressed are plant construction, special machine construction, automation technology and construction as well as sample and tool construction.
With a view to the further development of the company, extensive investments are necessary for the digital optimisation of operational processes in order to master the prevailing complexity and to ensure and expand a high speed of service provision of a SaaS business model. In concrete terms, the digitisation and optimisation of the value creation processes from marketing and sales to service provision and invoicing are to be professionalised.
Project description:
The company was built up on the basis of the founding concept and business processes were installed.
The underpinning of these previous processes and their further development through digital solutions has not yet taken place to the necessary extent.
These framework conditions are not sufficient for an optimal handling of the business processes under the current and future requirements.
Therefore, the company is currently planning the following comprehensive digital process optimisations...
Sub-projects:
1. introduction of a professional CRM system
2. introduction of a service configurator and extensive implementation of self-service functionalities
3. introduction of a digital service accounting and implementation of a payment system
4. creation of usability of the service offers via communication and group platforms
5. networked homepage with connection to all subsequent systems and mapped system steps as input structure for the following systems and process steps
1. Introduction of a professional CRM system:
Up to now, the company has only had simple, self-structured solutions based on MS Office. Customer and contact data as well as information on enquiries etc. are currently recorded and processed manually.
The introduction of a professional CRM system is planned, which will function as a central marketing and sales database. The marketing and sales processes are to be mapped digitally via the system's own process elements as well as via interfaces to other systems.
The planned pro-rata project content includes consulting, technical implementation, training and commissioning of the CRM system.
2. Introduction of a service configurator and comprehensive implementation of self-service functionalities - user management
So far, there is no digital solution for this in the company. The services used are currently configured manually according to customer agreement. The management of subscriptions, users and rights has so far been carried out manually on behalf of the customer directly in an unsuitable structure. The connection to the other process elements is rudimentary or non-existent.
The implementation of a networked service configurator for the digital mapping of the entire service configuration processes and the comprehensive digital mapping of the user management processes is planned.
The planned project content includes consulting, technical implementation, training and commissioning of the planned solutions.
3. Introduction of digital service accounting and implementation of a payment system with connection
Up to now, there has been no digital solution for this in the company. Up to now, the user costs due have been calculated, formatted and sent manually. Automated payment is only possible after agreement with the customer via SEPA direct debit.
The implementation of an automated service billing and invoice generation as well as provision in a digital mailbox and automated information to the customer by digital means is planned. In the process, the implementation and connection of the common payment functions must take place.
The planned pro-rata project content includes consulting, technical implementation, training and commissioning of the planned solutions.
4. Establishing the usability of the service offers via communication and group platforms
Up to now, the transfer of offered service contents to typical communication and group platforms used by customers (such as Teams and SharePoint) has not been possible in an automated way. This regularly leads to a high manual effort for the conversion, use and transfer of created services.
The implementation of a networked solution for the conversion, use and dissemination of information via communication and group platforms is planned.
The planned pro-rata project content includes consulting, technical implementation, training and commissioning of the planned solution.
5. Networked homepage with connection to all subsequent systems and mapped system steps as input structure for the following systems and process steps
Up to now, there has been a simple homepage that serves purely as an information medium. A mandatory connection of the planned digital solutions for mapping the optimised process structures is not technically possible.
The implementation of a networked homepage is planned, which will function as an input structure for mapping the following systems and process steps.
The planned project content includes consulting, technical implementation and commissioning of the solution.
A project by
