The same data is maintained multiple times
Customer in the CRM, customer in accounting, customer in the project list – typed in three times, three different ways. Every analysis starts with cleanup.
Area 03 · Technology
Technology has to take work off your plate day to day.
No tool is a goal. We review the data foundation, system boundaries and integrations, choose a use case that saves work, and implement it as an accountable pilot.
Analyze my shop
Initial consultation – we clarify whether a use case is viable before anything is built.
How you'll notice
Three signs that technology creates work instead of taking it away
An AI tool was tried out, but nothing changed
The license is running, a few texts were generated. Nothing in the process is different, because it was never defined which task the tool should take over.
Nobody knows what happens when a step fails
An automation runs quietly in the background. When it stops, only the customer notices. There is no owner and no alert.
How we proceed
From idea to accountable pilot
Example process. Scope and sequence depend on your systems.
- 01
Check data basis
What data exists, where is it, how clean is it? Without a reliable foundation, any automation is a risk.
- 02
Clarify system boundaries and integrations
Which system leads for which information? Which interfaces exist, which are missing? We define what stays and what gets connected.
- 03
Choose a use case
A recurring task with a clear benefit – for example pre-qualifying inquiries or transferring quote data. Small enough to review.
- 04
Set test criteria
It’s clear beforehand how you’ll tell whether the pilot works: error rate, time saved, satisfaction of users on the team.
- 05
Run the pilot and decide
The pilot runs with human approval at the critical points. After that, you decide based on the criteria: expand, adjust or end.
What you hold in your hands
Process map, use case, test criteria, operations
Process map
The workflow as it is today and as it should look with the pilot – including systems and handovers.
A described use case
What gets automated, what doesn’t, what data is needed and where a human approves.
Test criteria
Measurable criteria for the pilot, agreed before the start.
Operating rule
Who monitors the pilot, how errors are reported and what happens with exceptions.
Assessment
Accountable means: a human stays in control.
We don’t put any automation into operation without an owner, exception handling and test criteria. We don’t replace an IT security audit of your company.
Matching services
What we work with in this area
In the online shop
PIM, ERP, feed, tracking: how the area shows up in e-commerce.
Product data and feed
Clean product data from PIM or ERP is the foundation for Shopping and Performance Max.
Tracking and consent
Without reliable measurement, no lever can be prioritized.
Frequently asked questions
Clearly answered.
Do we have to switch our systems for this?
In most cases, no. We work with the systems you have and define which of them leads for which information.
Which AI tools do you use?
We decide that per use case, not in advance. The choice depends on the data situation, integration options and what your team can operate day to day.
What happens after the pilot?
You decide based on the agreed test criteria. A pilot can be expanded, adjusted or deliberately ended – that, too, is a clean result.
Matching services
