Operations
Designing sales and purchase workflows that users follow
Approvals, document flows and pricing setups that reduce manual work and errors.
Sales and purchase processes are where most users spend their day. Small friction points — missing defaults, unclear approvals, manual price lookups — add up quickly.
Use approval workflows only where they protect real risk, and keep price lists and discounts structured so they can be maintained centrally.
Document the end-to-end flow from quote to invoice and from requisition to payment so training and support stay consistent.