Organizational consulting - information systems

The service and support process of Natalie Jacobson Ben Kiki

Step 1: Understanding needs and goals

An introductory meeting and a deep understanding of the organization's needs, goals, and challenges.

Collecting relevant information about existing business and technological processes.

Step 2: Planning and Consulting

Developing a customized consulting program, including strategy and project planning.

Recommendation of technological solutions and information systems, taking into account needs and budget.

Step 3: Choosing a sales management system

Assistance in choosing the most suitable information system or CRM for the organization.

Managing the sales process and adapting the solution to the customer's specific needs.

Step 4: Project Management

Professional and efficient project management, in cooperation with the supplier's project manager.

Continuous and transparent communication with all parties involved.

Step 5: Customer Retention and Support

Developing strategies for customer retention and increasing their engagement.

Provide ongoing support and advice throughout the project period and beyond.

Step 6: Development and adaptation of additional solutions

Working on adapting and developing additional modules to the changing needs of the organization,

Proposing continuous improvements and innovation to existing systems.

At every stage, the goal is to provide personal, professional service tailored to the unique needs of each client, while maintaining flexibility and innovation.