A bounded piece of analysis to clarify a workflow, feature or integration before delivery begins. For implementation support, explore our CRM and ERP integration services.
Current-state understanding and target workflow
Business rules, CRM/ERP integration needs and key exceptions
A prioritised scope with open decisions made visible
Practical analysis, shaped around the people who will use it.
01
Find the real need
Explore the context, the people involved and the problem worth solving. Separate what is known from what needs checking.
Context · Goals · Questions
02
Make the logic visible
Map the workflow, clarify business rules and expose exceptions. Agree on boundaries before assumptions become rework.
Flows · Rules · Scope
03
Prepare for delivery
Translate the agreed scope into usable requirements and acceptance criteria. Keep decisions and dependencies easy to follow.
Requirements · Criteria · Decisions
03 / ANALYSIS IN PRACTICE
From a request to a requirement.
A small field-service example shows how a broad request becomes something a delivery team can discuss, build and test.
Illustrative example · Not a client case study
B/LFIELD SERVICE / JOB COMPLETION01
THE INITIAL REQUEST
“Let technicians close a job from the field.”
01
Map the process
Technician completes work → records the outcome → submits the job → dispatcher sees the updated status.
02
Define the requirement
An assigned technician can submit an in-progress job when all mandatory checklist items and an outcome note are complete.
03
Make acceptance testable
Given a job with a mandatory checklist item incomplete, when the technician submits it, then the job stays in progress and the missing item is highlighted.
↳
One decision to surface early: What should happen when the technician is offline?
04 / DOMAIN & SYSTEM EXPERIENCE
Context matters.
Experience across business domains, CRM and ERP brings a grounded perspective to complex workflows, requirements and system integrations.