- 0:00–0:06
Observe the task • Find where the team leaves the current system. • Installed business system • Spreadsheet workaround • R17 · unfinished task • Exact exit point + reason? • Configuration / usability / training / capability: investigate
An invented unfinished task R17 moves from an installed business system to a spreadsheet. The workaround is observed, but its cause remains open: configuration, usability, training or a true capability gap. Ask the colleague to reproduce the precise exit point before proposing replacement.
- 0:06–0:12
Compare system roles • CRM and ERP categories can overlap. • CRM · relationships + sales/service activity • ERP · operational + financial processes • Shared task: approval + handover + role permissions • May coexist in one product; inspect the edition and modules
CRM commonly serves relationships and sales or service activity, while ERP commonly serves operations and finance. Both connect to the same approval, handover and permission task. These roles can coexist in one product; the proposed edition and modules must be checked, and no universal product boundary is asserted.
- 0:12–0:18
Test the handover • Show approval, order creation and a failure. • Enquiry • Approval • Pending handover • R17 · order creation failed • Commercial approval ≠ operational acceptance
In the hypothetical equipment supplier, the enquiry receives commercial approval, but creating operational order R17 fails. The failed handover remains visibly pending. Sales must not imply operations accepted the order; the responsible person must resolve the exception with evidence.
- 0:18–0:24
Define field authority • Contact, billing and delivery have different purposes. • Contact • Relationship contact • Billing entity • Approved billing entity • Delivery address • Order-specific address • C17 ↔ E42 · links records, not field meanings
Three reviewed crops keep relationship contact, approved billing entity and order-specific delivery address separate. Illustrative identifiers C17 and E42 connect the records without merging their business meanings. Each field needs an authoritative source and permitted editor; a valid mapping does not settle every billing or delivery change.
- 0:24–0:30
Evaluate one real task • Record the edition, evidence and unresolved fit. • R17 · normal record + exception • Nominated user · actual role • Proposed edition + evidence • Supported / configure / additional work / unresolved • No automatic suite winner or extra connector charge
A nominated user performs the representative normal record and exception with their real role using non-sensitive bilingual examples. Findings name the proposed edition and evidence and are recorded as supported, requires configuration, requires additional work or unresolved. No suite winner, licence capability, price or extra connector charge is invented; existing inclusions remain intact.
A silent 30-second explanation in five six-second beats. Customer relationship activity meets operational records at an agreed approval and handover.
Read the article: CRM vs ERP: Choose Around the Work Each System Owns