Process consulting
Process first, then the system.
Analysis of processes, requirements and roadmap before a transformation project: ERP, CRM, custom software, automation or document management.
- More than 15 years of experience
- Microsoft Partner since 2010
- More than 200 large organizations as clients
- ISO 27001 certified
- In-house team in Barcelona and Madrid
THE STARTING POINT
The system is changed before the process
No tool fixes a confusing process: it just carries it over to the new system.
SELECTION
The tool is chosen before the process
Vendor demos that compare features, not how the company really works.
REQUIREMENTS
Nobody has written down what is needed
Without clear requirements, proposals are not comparable and the scope grows during the project.
CURRENT PROCESS
The mess gets automated
Duplicated steps, exceptions and parallel spreadsheets end up inside the new system.
STANDARD OR CUSTOM
A decision made without criteria
Over-customizing off-the-shelf software or developing what already exists: both are expensive.
Most of a project's deviations are decided before it even starts.
What changes with a prior analysis
From choosing a system by gut feeling to deciding with the process, requirements and cost on the table.
WITHOUT PRIOR CONSULTING
A project that is defined as it goes
- The tool is chosen and then the process is adapted
- Requirements that appear mid-project
- Vendor proposals impossible to compare
- Customizations to replicate the previous system
- Users who don't recognize themselves in the new system
Result: deviations in schedule, cost and scope
WITH ITEQUIA
A project defined before it starts
- Current processes analyzed with key users
- Processes simplified before being digitized
- Prioritized requirements and acceptance criteria
- Fit decided: standard, configuration or custom
- Scope, plan and budget to decide with data
Result: a project that starts with a clear scope
HOW WE WORK
Four stages to the roadmap
Each stage has its deliverable: in the end, management decides with data.
01
CURRENT MAP
Diagnosis
Current processes, systems, data and friction points, area by area, in workshops with key users.
02
TARGET MAP
Design
Simpler target processes, with clear owners and controls, and quick wins that can be applied right away.
03
REQUIREMENTS CATALOG
Requirements and fit
Prioritized requirements and fit with the standard or with custom development.
04
ROADMAP
Roadmap
Scope, phases, plan, budget and, if needed, the tender specifications for vendors.
Each deliverable validated by the business before moving on to the next. An analysis independent of the system that is eventually chosen.
STAGE 3: REQUIREMENTS AND FIT
The analysis does not presuppose the solution
For each process, the answer that fits: off-the-shelf software, custom development or a combination.
OFF-THE-SHELF SOFTWARE
Implement a standard solution
ERP, CRM, document management or industry solutions, for common processes.
- Fit of each requirement with the standard
- Necessary configuration, extensions or integrations
- Criteria to compare products and vendors
CUSTOM SOFTWARE
Develop what sets the company apart
For proprietary processes that no standard covers well or that are a competitive advantage.
- Functional requirements and acceptance criteria
- Architecture and integrations with the rest of the systems
- Clickable prototype to validate with users
Standard
- What the product already solves
- The process is adapted, not the system
- First option by default
Configuration
- Parameters, flows and permissions
- Reports and templates
- No development
Extension
- What the standard only partly covers
- Without touching the base code
- Justified by its value
Custom development
- Proprietary or differentiating processes
- Connected via API
- With AI-Driven method and prototype
And sometimes the answer is not technological: simplifying the process, assigning owners or automating a task is enough.
Which processes we analyze
Any area of the organization: these are just a few examples.
Finance
- Accounting and closing
- Treasury and collections
- Invoicing
- Management control
Sales and customers
- Sales and CRM
- Quotes and orders
- Customer service
Operations
- Purchasing and warehouse
- Production
- Logistics and deliveries
Services and projects
- Planning
- Project management
- Technical service
People and data
- HR and time tracking
- Document management
- Reporting and indicators
- Integrations
A process specific to your industry or organization? We analyze it just the same: it's where defining it well adds the most value.
STAGE 4
The roadmap: a document to decide
What to do, in what order, with which system and at what cost.
WHAT YOU RECEIVE
Deliverables
- Current and target process map
- Catalog of prioritized requirements
- Fit: standard, configuration or custom
- Systems architecture and integrations
- Data plan: what is migrated and its current state
- Project phases, plan, team and budget
- Tender specifications or RFP for vendors, if needed
AND AFTERWARDS
You decide
- Decision: management decides with the analysis in hand
- Selection: comparable proposals, from Itequia or third parties
- Implementation: off-the-shelf, custom software or both
- Management: if desired, with our PMO and Project Management
HOW IT IS CONTRACTED
A flexible model, with no further commitments
The scope is agreed before starting: at a fixed price or with agreed rates.
01
Conversation
At no cost. We understand the context and the project you want to tackle.
02
Proposal
Areas and processes, deliverables, and fixed price or agreed rates.
03
Consulting
The four stages, with your team, up to the roadmap.
04
Next step
You decide: implement with Itequia, with another vendor, or wait.
The report and the roadmap are yours and can be used to implement with any vendor. No commitment to contract the implementation.
The difference from a generic process consultancy
Behind it is a team that implements and develops every day.
01
Consultants who implement
We implement off-the-shelf software and build custom solutions every day: what is designed can be built, and its cost is known.
02
No bias towards any product
We recommend what fits each process, even if it is not technology or we do not implement it ourselves.
03
From analysis to operation
If you continue with Itequia, the same team implements, maintains and evolves the solution.
What you get
Clear processes
Documented, simplified and validated by the people who use them.
An informed decision
Standard, configuration or custom, requirement by requirement.
Comparable proposals
Requirements and scope that any provider can quote.
Fewer deviations
The scope is defined before starting, not during the project.
Justified investment
A budget and a roadmap that management can approve.
Immediate improvements
Quick wins that are applied without waiting for the new system.
Where process consulting fits in
It is the first step of a transformation project. It works on its own or alongside the rest of the services.
DEFINE
Process consulting
Processes, requirements, fit and roadmap.
IMPLEMENT
Microsoft Solutions
Business Central, Dynamics 365 and document management with SharePoint.
MANAGE
PMO and Project Management
Project management, for Itequia or third-party projects.
Each service is contracted separately. The outcome of the consulting works with any of them or with another provider.
Why Itequia is the best choice for your software development needs?
With over 15 years of experience in the digital sector, we offer efficient and personalized software development services. Our agile methodology and management tools guarantee deliveries that adapt to your needs.
As a Microsoft Solutions Partner, we have the competence and experience to use the most advanced technologies.
We have a team of more than 50 highly qualified human professionals consisting of analysts, designers, developers, testers, consultants, and project managers.
Over 15 years of experience
Frequently asked questions
Do you have a transformation project in mind?
Tell us what you want to improve and we will suggest how to get started, with no commitment.