Problem definition
ERP software serves as a rich repository of data, often accessible through various reports. However, challenges arise when team communication or feedback is required on hundreds of rows of data. Typically, this is handled through shared Excel comments (unsuitable for meaningful discussions) or email (making it difficult to identify the specific records being referenced).
These approaches result in significant inefficiencies, hindering effective collaboration and reducing the potential value of one of the company's most critical assets.
How to solve with Tefter.bg?
- Connect to Your Data - Begin by importing data from the sources you want to integrate. Use the built-in data import feature to connect to multiple sources, ensuring automatic rule-based synchronization for real-time updates.
- Customize Data Fields - Extend your data by adding new columns that weren’t part of the original source, making it tailored to your needs.
- Create Team Spaces - Set up dedicated spaces for each team, customizing the interface, navigation, and data presentation according to their specific requirements.
- Assign Identifiers - For seamless recognition across various data sources, assign unique identifiers (e.g., customer or product ID) that capture the distinct characteristics of each data row.
- Enable Collaboration - Start discussions on specific records, attach relevant files, and use predefined templates to email them to customers or colleagues.
- Monitor and Update - Monitor the synchronization to ensure data is up-to-date and that all teams have the latest information.
These steps will help you establish an efficient, customized, and collaborative environment for managing and utilizing your data.
How to set it up?
Here are the precise steps and configurations you need to follow to implement this use case:
Stay tuned.