At scale, the challenge shifts from what the system can do to who is permitted to do it and how actions are verified. Governance becomes the primary selection criterion.
The second pillar is integration: in an organisation with multiple entities and a central ERP like SAP or Microsoft Dynamics, data flows must be formally designed with clear ownership for every field.
In short
- Multi-entity: managing companies, divisions, and countries with consolidated reporting.
- Granular permissions at the field level, not just the module level.
- Audit logs for all sensitive data changes and access.
- Approval workflows for discounts, quotes, and commercial terms.
- Formalised ERP integration with clear data ownership for each record.
What is often underestimated in large projects
Three specific areas typically consume the most implementation time:
- Harmonising definitions across divisions (e.g., standardising what a 'qualified lead' means).
- Data cleansing and deduplication of the account database at a group level.
- Change management within teams that have deeply ingrained, differing workflows.
Frequently asked questions
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Native modules for sales, quoting and reporting, integrated with the ERP you already run.
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