Initiated by me
Simplifying the sales-to-operations workflow
I identified repetitive, multi-screen data entry in opening shipment files and proposed a customised ERP approach; after a demo and management approval, I contributed to the process design.
- Context
- My time as KINAY's Ankara Branch Manager. The systems I had used at other global forwarders provided a point of reference.
- Problem
- Opening a shipment file required repetitive, multi-screen data entry for sales and operations teams, and sales users were reluctant to use the system. The software's logic did not fit users' actual workflow well enough.
- My contribution
- Rather than an off-the-shelf product, I proposed a solution adapted to how the company works. I carried out the needs analysis, arranged for the first demo to be prepared and secured senior management approval. I then contributed to the design of the interface between sales and operations by translating user needs into the workflow. The software was coded by the development team.
- Outcome
- A simpler file-opening experience, largely on a single screen and supported by auto-populated fields. Users responded positively.
- Limits
- There is no verified measurement of time or cost savings.