SME
SME is described as a separate step: input, data source, rule, result, and possible stop point.
For German companies, efficiency must come with data protection, traceability, and clear approvals.
The page is for small and mid-sized teams working with e-invoicing, accounting, CRM, and documents.
SME is described as a separate step: input, data source, rule, result, and possible stop point.
GDPR is described as a separate step: input, data source, rule, result, and possible stop point.
E-invoice is described as a separate step: input, data source, rule, result, and possible stop point.
DATEV is described as a separate step: input, data source, rule, result, and possible stop point.
CRM is described as a separate step: input, data source, rule, result, and possible stop point.
Approval is described as a separate step: input, data source, rule, result, and possible stop point.
Typical systems include email, CRM, DATEV-related processes, lexoffice, sevDesk, spreadsheets, documents, and cloud storage.
One narrow work area is chosen and checked with real examples.
Inputs, data, rules, roles, and exceptions are made visible.
A small prototype shows whether automation works in daily operations.
The flow receives limits, approvals, logs, and clear ownership.
GDPR, processing roles, permissions, and approvals must be described before real operation.
Start with a repeated process where time, money, or control is visibly lost.
No. The first step can focus on one clear process and the most important data sources.
It organizes information, prepares text or decisions, and shows open points.
A person decides on exceptions, risks, approvals, and all cases marked as critical.
The diagnosis shows which data and systems fit a first safe pilot.
Start diagnosis