What do you get?
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60‑minute expert consult to align on goals, target apps, users/roles, and priority workflows (CRM, billing, support, calendars, docs).
Shared screen setup: accounts, security (SSO/2FA where available), role/permission model, key entities/fields, and baseline workflows.
Smart integrations via native connectors or API/Zapier/Make to sync core data and reduce manual work (contacts, tickets, invoices, activities).
Live demo with basic QA to validate edge cases and confirm “day‑one” usability.
Post‑session summary: configuration map, integration diagram, SOP notes, and next‑step backlog.
One revision within an agreed window to refine the solution once users test it in the real world.
Why does it matter?
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Faster time‑to‑value with a clean baseline: users can work immediately with correct roles, fields, and workflows—no “configure-as-you-go” chaos.
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What do you need to bring?
Admin access to the target SaaS apps (and sandbox if available), plus a list of current integrations and subscriptions.
User list with roles/permissions, basic data model (key fields), and 3–5 priority workflows to enable first.
Security and compliance requirements (SSO/2FA, data residency, retention), and acceptance criteria for “go live.”
Sample test data for validation and one decision‑maker available during the session to accelerate choices.
Preferred integration method (native, API, Zapier/Make) and any constraints on data flow frequency or ownership.
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Impact on
This is all included
Credits
200
€209.95