Organise projects and tasks
We map your project workflow through tasks, responsibilities and status. Together, we define the overview each participant needs for daily work.
B2B-System · An option for your business
Projects, tasks and approvals in one workflow.
With B2B-System, we structure projects, tasks, documents and approvals for your business. We adapt the workflow to your teams and responsibilities. To get started, we choose a specific process and agree on the scope of implementation.
One concrete process is enough to get started.
FROM NEED TO IMPLEMENTATION
- 01 · Discuss your process in a demoWe demonstrate B2B-System and walk through your workflow: the roles involved, information needed and decisions that lead to the result.
- 02 · Plan the implementationWe confirm the required functions and describe adaptations, data migration and technical prerequisites in the proposal.
- 03 · Try it with your teamThe pilot introduces a selected process into daily operations. Together, we assess the result against agreed criteria and decide on expansion.
PROJECT SCOPE
What we build together.
Keep documents with the work
We plan document organisation around your projects and tasks, including the information, roles and access permissions you need.
Make approvals clear
We structure who prepares, reviews and approves each item. During the pilot, your team tries the agreed workflow on specific tasks.
ALREADY DEVELOPED
An existing foundation for your implementation.
B2B System includes developed task views, project history, financial workflows and approvals. For your implementation, we select the relevant components and assess adaptations and interfaces.
Organise work
Structure tasks in lists, Kanban, calendar and Gantt views. We define the views your team needs as part of the implementation scope.
Assign decisions
Include approvals and responsibilities in the workflow before an action is carried out in a connected system.
Connect systems
For a property workflow, we connected website enquiries with tasks and introduced an approval step for changes in the CRM.
INSIDE THE PRODUCT
The interface behind the workflow.
Views from the English-language B2B System demo with a fictional company and invented data. Open a screen to see it in detail.
- One contact personSomeone in your team who knows the workflow.
- Access to examplesDocuments, recordings or test accounts, depending on the task.
- From managementOne kickoff conversation and the decision after the pilot.
BEFORE WE START
A clear starting point.
Prepare a typical project workflow, the roles involved, systems in use and examples of the documents or approvals you need.
FAQ
Before we start.
Is B2B-System required for a robotics or AI project?
No. It is a separate option for introducing or extending your workflows. For robotics and AI projects, we also assess connections to your existing systems.
How do we get started?
With a demo and your specific process. Before preparing the proposal, we confirm the appropriate functions, required adaptations and technical prerequisites. These define the pilot.
Can the solution be adapted to our workflows?
We assess adaptations using your process, required roles and existing systems. Development, data migration and connections are described separately in the proposal.
THE NEXT STEP
What should work better in your business?
Tell us about a process that takes up your team’s time. We discuss where automation could help and what is needed to define the next step.
Prepare a typical project workflow, the roles involved, systems in use and examples of the documents or approvals you need.
HEINRICH SCHNEIDER / DDC
heinrich@ddc.companyPrefer email? Write to us directly.