Smooth Start - Attachment 01

We will walk you through how the initial consultation works.

1. What I want to address and why 🧭

Key challenges:
Which processes need improvement — request handling, approval workflows, document management, reporting, or audit preparation?

Strategic goals:
Faster approvals, less manual work, better transparency, and stronger audit readiness.

2. Where the problems are 🚧

Bottlenecks:
Manual status tracking, lost documents, and inconsistent workflows across departments.

Pain points:
Long approval cycles, duplicate data, and limited visibility.

3. What we use and how we work 🛠️

Current tools:
Excel, email, SharePoint folders, intranet portals, and ad hoc scripts.

Processes:
How workflows run today — email chains, physical signatures, and ad hoc meetings.

4. What you expect 🎯

MMS benefits:
Centralized workflows, automated notifications, consolidated reporting, and M365 integration.

Measurable goals:
Shorter approval times, full coverage of key processes, better traceability, and higher user satisfaction.

5. Number of users 👥

Power users:
Administrative and process roles — usually 10–20 users.

Standard users:
Requesters and approvers — usually 100–200 users.

External users:
Suppliers or partners involved in selected processes — usually in the tens.

6. Data sources for the workflows in scope🗂️

Existing databases:
SQL Server, Oracle, SharePoint Lists.

External systems:
DevOps, ERP, CRM, and internal document repositories.

Import requirements:
Historical data import and direct API connections to key sources.

7. Our infrastructure 🖥️

On-premises:
Virtual servers (VMware/Hyper-V), Windows Server, SQL Server, and Active Directory.

Cloud:
Azure subscriptions with Entra (Azure AD) and, where relevant, Microsoft 365 / Office 365.

Network and security:
VPN, firewalls, backups, and monitoring.

8. MMS approval process ✅

Internal process:
Presentation of the project proposal, ROI review, approval by management / responsible stakeholders, and sign-off authority.

Key milestones:
Requirements finalization → implementation → testing and training → acceptance → rollout / pilot → support and development.

We will introduce you to the application and the modules available to you from day one.

Application guide 🗺️

We will introduce the application, explain its key business benefits, and recommend the most suitable licensing model based on your specific needs.

Ready-made modules 🧩

Introduction to ready-made modules for tracking and approving different types of requests, document workflows, and task planning and tracking.