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Saulti
Illustrative example, not a client project

From an email
to an order in 1C.

An illustrative scenario: one order is copied several times between email, a spreadsheet, 1C and CRM.

The example shows how we examine a process. It includes no client data, project timelines or achieved savings.

Explore the process

A typical workflow

One order.
Four systems.

  1. Email

    A customer enquiry

  2. Excel

    Copied into a spreadsheet

  3. 1C

    Entered again

  4. CRM

    Checks and clarifications

An illustration of manual data handovers.
Not a client project.

Every handover
requires manual work

A customer sends an order by email. A manager copies the items into a spreadsheet, then enters the order in 1C. Details about the customer are recorded separately in CRM.

If the items in the email change, a member of staff finds where the data has already been entered, updates it and asks colleagues which version is correct.

This describes an illustrative process, not observations from a completed project.

We do not start
by choosing a tool

Where is the up-to-date information?

How staff know that an order has changed and who needs to be informed.

Why is each spreadsheet needed?

Which tasks it supports and what would be lost if manual copying were removed.

What prevents data handovers?

The format of incoming orders, working rules, system capabilities or the need for human checks.

The solution depends
on the causes

These are options to investigate, not a ready-made recommendation for every company.

How work is organised

Remove an unnecessary step

If a spreadsheet duplicates an existing system, check whether the work can be done without it.

Connecting systems

Transfer data

Check whether systems can exchange data while retaining the necessary staff oversight.

Rules for checking

Make checks clear

Define which discrepancies need attention and who decides how to correct them.

No promise
of fixed savings

To assess a change to a process, we first need its baseline measures.

This illustrative example has no baseline. It cannot establish the timing, cost or impact of a real implementation.

Let’s start with your task

Tell us which processes take the most time and what you want to change. We’ll help you decide where to start and which IT solutions will be useful in practice.