How does a process optimisation project start?

With a short conversation about your situation and then with the stocktake. We walk through a typical case together — say from enquiry through quotation, order, execution and documentation to the invoice — and record which systems, lists, forms and verbal handovers are involved.

What emerges is a picture of the actual workflow, not the intended one. Only then do we talk about tools. This order prevents software from being introduced that merely speeds up a cumbersome routine instead of simplifying it.