Factory ERP Foundation & CRM Workflow
Commercial and operational workflows designed around shared records.
View Case Study →B2B software solutions organised around the workflow you need to improve
These solution areas connect several screens and systems into one operational result. They are starting points for discovery, not pre-packaged products with a forced process.
Connect customer and operational data
Reduce re-entry while keeping a clear source of truth.
CRM–ERP integration links the commercial context held by sales with the customer, stock, order and invoice records used by operations. The design identifies who owns each field, when updates move and how users reconcile an exception.
CRM–ERP integration
Synchronise accounts, products, quotes, orders and status updates through observable, recoverable workflows.
Quote-to-cash
Carry approved commercial data from quotation through order, fulfilment and invoicing without avoidable retyping.
Give customers a structured way to work with you
A portal should expose the right workflow, not merely mirror internal software.
A B2B order portal can apply customer-specific products, terms and permissions while feeding clean orders into internal operations. It can also surface status, documents and repeat-order tools without revealing internal-only data.
Portal scope starts with the customer task that creates the most friction. Account access, approval roles, order validation and integration ownership are decided before visual features such as dashboards.
B2B order portals
Account-specific catalogues, ordering, documents and status connected to fulfilment.
Self-service workflows
Structured requests and account actions with permission, validation and a visible internal owner.
Make sourcing and approvals traceable
Keep the request, responses and decision in one record.
RFQ workflows organise requirements, invited suppliers, comparable responses, attachments and approvals. A structured comparison helps the team evaluate the same commercial and technical criteria while retaining why a decision was made.
RFQ management
Requests, supplier invitations, response normalisation, evaluation and decision history.
Procurement controls
Thresholds, approval stages, purchase handoff and evidence for exceptions.
How a solution becomes a scoped project
Discovery follows representative records through the existing process, including the awkward exceptions. It then defines the users, authoritative systems, rules, integrations and measurable operational outcome for a first release.
The chosen technology follows those boundaries. One solution may be a focused module added to an existing application; another may require a standalone portal and integration service. The label does not predetermine the architecture.
Relevant case studies
Examples of the workflows, delivery decisions and system boundaries described on this page.
Manufacturing Product & RFQ Website
Public product discovery and quotation-request work for a manufacturer.
View Case Study →RFQ-to-Order Reference Workflow
A reference design for traceable RFQ and commercial approval decisions.
View Case Study →Related services and workflows
Questions buyers usually ask
Are these ready-made products?
No. They describe recurring workflow patterns. The records, rules, integrations and interface are scoped around the client’s operation.
Can one project cover more than one solution?
Yes. CRM–ERP integration and quote-to-cash often overlap, for example. The first phase should still have one clear operational result.
Bring the workflow, including its exceptions
Explain where work starts, who makes decisions and which systems are involved. That is enough to begin defining the right solution boundary.