1. Insight and kickoff

We start by establishing a shared direction through strategy and process work. This includes conducting interviews with key stakeholders, holding cross-team workshops, and mapping customer journeys and work processes. We assess goals, needs, existing systems, and available data, and develop concrete solution proposals—for example, a recommended process flow, prioritized improvement initiatives, and proposals for system support. At the same time, we build organizational alignment by involving the right roles early on, ensuring that the organization is mobilized and ready for change.

Learn more about how we work with consulting and business analysis

2. ImplementationOnce the direction and solutions have been clarified, we put them into practice. This involves configuring and customizing systems, potentially migrating customers, contacts, and historical data, as well as testing and quality assurance. At the same time, we provide targeted training so that users understand both the solutions and the way of working, enabling them to quickly gain value in their day-to-day work.

🎙️Listen to the Project Manager's tips for project success in ProsessPodden3. IntegrationTo ensure seamless workflows, we make sure that systems and data are interconnected. This may, for example, involve integration between CRM, marketing tools, customer service or project solutions, ERP, and specialist systems. The right architecture ensures smooth data flow, fewer manual steps, and a unified customer view across the organization. We work systematically according to our proprietary handbooks for both functional consultants (funk) and developers.

"“Digitalization is successful when technology makes everyday life easier – and the business more profitable.”" – Tor Kristoffersen, Head of Sales and Marketing at ProsessPilotene

What does it mean to succeed with digitalization?

Digitalization succeeds when technology supports how the organization actually works and, of course, how it wants to work in the future. This requires:

Successful digitalization provides a better basis for decision-making, greater efficiency, and better customer experiences.

The foundation that delivers results

Our methodology is based on the organization’s needs and goals. We begin by gathering insights and mapping processes before designing smart workflows that lay the foundation for the right system architecture and digital solutions.

Through agile implementation, effective engagement, and continuous improvement, we ensure that the solution is adopted and delivers lasting impact.

A sound methodology is the foundation for achieving results!

Develop effective digital processes

We have developed this methodology through hundreds of CRM and digitalization projects, and it is carried out in four phases.

This is how we ensure that customers achieve tangible results from their investments in digitalization:

4. ManagementAfter launch, we provide ongoing management, further development, and continuous improvement. We actively promote user adoption through follow-up, adjustments, and further training, ensuring that the solutions are adapted to new needs over time. We have developed a dedicated training program, including Train the Trainer courses, classroom training, and e-learning. The training is tailored to the customer's needs and organization. This ensures that digitalization continues to deliver business value—even after the project has been completed.

▶️ How we drive user adoption for our customers

How can your company succeed with CRM?

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