Your core systems should enable collaboration.

Yes. The 6 services can be planned as clearly scoped work packages. Together we clarify the situation, the prerequisites and the result you need first. The subpages show the respective scope and the technical decisions.

Before implementation, we agree on goals, affected systems, involvement, results and acceptance criteria. Open technical questions can first be clarified in a current-state review or a pilot. Additional tasks are assessed for their impact on effort and schedule.

Documentation, briefing and responsibilities are covered in the engagement. If OTOKO® takes on ongoing tasks, we agree on an operating scope for them, including service hours and escalation paths. Your team can also take the results forward itself or with existing partners.

An enterprise system changes more than an interface. It determines how orders are processed, customer data maintained, documents approved and access managed. We work with your business units on target processes and implement the required configuration, data migration and integration. Existing systems are included; introducing a new system is only one possible path. The scope can range from a single process improvement to the coordinated rollout of several systems.

Orders, inventory, production and invoices should fit together. We analyze your core processes, support the ERP selection and implement configuration, data migration and connections. The changeover is prepared with business acceptance tests and a clearly documented procedure.

Process capture and cleanup of order-to-cash, purchase-to-pay and master data Platform selection between SAP S/4HANA, Microsoft Dynamics 365 and Infor by size, industry and regulation Connection of MES, web shop, point-of-sale systems, banks and government interfaces Data migration with cleanup, test cycles and acceptance by the business units Cutover planning with time window, fallback plan and hypercare after go-live

Target processes with roles and controls Configured ERP with interfaces and coordinated data migration Technical process documentation for your audit framework

Together, we trace real cases from order to payment or from requirement to procurement. Special cases such as partial quantities, returns and later price changes are explicitly included. We then compare standard functions with the necessary extensions. Every deviation from the standard receives a justification and an assessment of maintenance and updates. SAP, Microsoft Dynamics or Infor are evaluated based on your process and existing dependencies; a vendor name does not replace a suitable solution.

We define which master and transactional data are migrated, which history only needs to remain readable and who approves the data. Mappings between old and new keys are documented. Test migrations compare quantities, totals and selected documents. At the same time, we review the systems involved: a correct ERP order is not enough if the web shop or warehouse still works with old item numbers. Roles and segregation of duties are coordinated with the business unit and information security.

The cutover plan names hold points, migration steps and business approvals. A fallback is only possible within the previously clarified limits, especially after new postings. During the agreed go-live support, we handle errors by priority and monitor critical processes. Process examples, a system list, data volumes and fixed business dates such as period-end closing or stocktaking help with preparation.

Sales and service need a shared view of the customer without distributing confidential information indiscriminately. We configure your CRM, connect it to the relevant systems and design clear processes for prospects, quotes, account management and service cases.

Requirements capture with sales, service and marketing and alignment of customer processes Rollout of Salesforce, Dynamics 365 Sales or HubSpot with roles and pipeline structure Integration with ERP, ticket system, telephony and marketing automation Data cleanup and duplicate matching before migration GDPR functions: consents, deletion concept, data subject access and logging

Customer process model with data ownership Configured CRM with tested interfaces Technical implementation of coordinated deletion and information request processes

We clarify with sales, service and marketing when a case is handed over and which information is needed for it. Stages of a sales opportunity need clear criteria; otherwise forecasts are hard to compare. Roles define who may view or change customers, terms and activities. Automations are designed so that employees understand the status and can handle exceptions. A platform’s standard functions are reviewed before custom extensions.

Companies, contacts and contracts can appear in several systems. We define authoritative sources, stable identifiers and rules for merging duplicates. An email address alone is not always a suitable customer key. Synchronization takes deletions, role changes and delayed changes into account. For consent, retention and information requests, we technically implement the rules agreed with your responsible departments. This also covers exported data and connected marketing tools.