Understand the business impact
Work through finance, purchasing, inventory, sales and operational workflows with users. Identify what is blocked, who is affected and what needs to change.
Business Analysis & Functional Support
Business analysts and functional specialists work directly with users to understand the process, resolve agreed requests and turn recurring workarounds into practical improvements.
Work through finance, purchasing, inventory, sales and operational workflows with users. Identify what is blocked, who is affected and what needs to change.
Define intake, prioritization, execution and acceptance. Coordinate configuration, reporting, development or vendor input around the business requirement.
Separate process gaps, data quality and standard ERP functionality from genuine development needs. Document repeatable steps and validate suitable automation.
Handover and accountability
Applications, processes, dependencies, owners, approvals and escalation paths.
Document, shadow and review execution before transferring responsibility.
Your Client Solutions Manager connects the workload, OpenBook reporting and next improvements.
Allari at work
A distributor’s relationship expanded into functional and development support. Documented knowledge transfer prepared broader coverage; the wider operating handover remains in progress.
Read the anonymous story →Choose a starting scope, the responsibilities to transfer and how to evaluate the value.