By area
The same questions that today go round by email, by phone or as a request to IT, answered on the spot and within each person's permissions.
Areas
Sales
What terms do we have with Suministros Norte?
60-day payment terms and an 8% discount on family A, agreed by email in March. They have been invoiced €184,600 so far this year.
Email from the account manager · MarERP · salesManagement
The management meeting stops being a matter of opinion: the figures arrive already reconciled.
Technical office
Marketing
Operations
New starters
Use cases
| Area | Typical question | Where the answer comes from |
|---|---|---|
| Management | "How has the average price of this family changed over the last three years, by market?" | ERP history cross-referenced with archived price lists. |
| Sales | "What price did we last sell this SKU to this customer at, and on what terms?" | Customer, product and price ontology, plus the email and price lists for that account. |
| Technical office | "Which SKUs in this family have a pending technical sheet?" | Integrafy Data, with the completeness traffic light. |
| Marketing | "Which products are complete in German and ready to publish?" | PIM statuses by language and channel. |
| Operations | "What is the procedure for onboarding a new supplier?" | Process diagrams and internal documentation. |
| New starters | "How do we process a sample for a new customer?" | Criteria base, without taking up a colleague's time. |
Permissions per token · illustrative example
| Who asks | What their token sees | Answer to "How is Suministros Norte doing and what margin does it leave us?" |
|---|---|---|
| Finance director | All customers, margins, costs and risk. | €184,600 invoiced and an 18.4% margin. Down two points because of off-list discounts on family A. |
| North region sales rep | Their portfolio, sales and terms. No margin or cost. | €184,600 invoiced, 12% more than last year. The margin is not available for your profile. |
| South region sales rep | Their portfolio. No customers from other regions. | This customer is not in your portfolio. I can't give you their data. |
A 30-minute session on a real case: a historical price list, an internal procedure, a query that today ends up as a request to IT. You leave with the scope of sources and a fixed price.