Process
Real Steps, Roles, and Blockages.
Processes, data, software and adoption
Business digitization for clearer and more efficient processes
We analyze the company's processes and choose the right solution: configuring an existing software, integrating tools or developing a custom application.
Implementations from2.990 €+ VAT
Starting price applies to a clearly defined MVP or flow. Auditing, analysis, migration, licensing and complex integrations are priced separately.
- Process audit
- Build versus buy
- Custom applications
- Automations
- Integrations
- Adoption
Operational transformation
Digitization starts with the process, not with the choice of software
We understand who is working, what data they are using, where bottlenecks occur and what output needs to be improved.
Then we choose between configuring an existing solution, integrating several tools or custom development.
What does digitization mean?
A consistent path for people, data and decisions
Data
Sources, quality and ownership.
Solution
Configuration, integration or custom.
Adoption
Pilot, training and use.
Measurement
Indicators before and after implementation.
Problems solved
Manual work and fragmented information slows the company down
We map flows and prioritize changes with real impact.
Excels and duplicate information
The same data is copied to multiple places.
Approvals and hard-to-track documents
Statuses depend on messages and memory.
Decisions without current data
Reports are produced manually and too late.
Applications that do not communicate
Billing, CRM and operations remain separate.
Digitization audit
We identify the problem and directions
From490 €+ VAT
For a main process: participants, tools, data, bottlenecks, options, priorities and indicative estimate. It does not include complete specifications or implementation.
Request the auditAnalysis and definition
We turn the process into an implementable project
From990 €+ VAT
For a narrow flow or MVP: target process, roles, data, modules, wireframes, backlog, acceptance criteria and roadmap.
Discuss the analysisThe commercial relationship between audit, analysis and implementation is set out in the offer. The deliverables remain with the customer under the contractual terms, and the analysis may recommend external software.
Build versus buy
We choose the solution with the best ratio between fit, risk and cost
Existing software
When the product covers most of the process, implementation is fast and differentiation is not critical.
More solutions
When the tools are right, the APIs exist and the data needs to be synchronized in a controlled manner.
Custom solution
When the process is differentiating, the roles and rules are specific, and the long-term cost is justified.
The analysis may conclude that an existing solution is more suitable than custom development.
Types of solutions
Components built around real processes
CRM and leads
Pipeline, activities, bidding and follow-up.
Customer or partner portal
Documents, requests, statuses and payments.
Dashboard and reporting
Indicators, filters, exports and alerts.
Automations
Emails, documents, tasks and notifications.
API integrations
Billing, payments, couriers, CRM and ERP.
Digital forms
Validation, approvals and document generation.
The foundation of the solution
Data, access, security and operation
Data and migration
- Inventory and mapping
- Cleaning estimated separately
- Tested imports
- Backup before migration
Roles and auditing
- Minimum permissions
- Activity history
- Separation of Responsibilities
- Controlled administrative access
Security and infrastructure
- Authentication and Validation
- Server, databases and backup
- Monitoring and Logging
- Separate recurring costs
Data and governance
Data must have an owner, rules and validation criteria
Inventory and quality
We identify sources, formats, duplicates, gaps and who can validate the content.
Controlled migration
Mapping, cleanup, import, reconciliation and backup are defined and estimated separately.
Access and traceability
Roles, minimum permissions, approvals and activity history, without confusing audit trail with financial audit.
Data protection
We implement the requirements validated by the client and its specialists. Docodex does not automatically provide legal advice.
Do not send personal data, passwords, documents or sensitive exports before establishing a secure channel.
Success indicators
We don't measure success just by the existence of the app
Time
Duration of operation, approval or reporting.
Quality
Errors, duplicates and percentage of streams completed.
Visibility
Statuses, documents processed and exceptions tracked.
Adoption
Active users and actual usage of the target process.
Impact
Eliminated manual work and operational continuity.
Baseline indicators and values must be established prior to implementation. Results also depend on data quality, rules and adoption.
Adoption and training
A software implemented but not used correctly is not a successful digitization
Piloting and feedback reduce risk before the new flow is rolled out across the company.
- Users involved in analysis and validation
- Internal manager and key persons
- Role-appropriate training and documentation
- Transition from legacy process to target process
- Support, feedback and measurement of adoption
Funded projects
We provide the technical component, we do not guarantee the financing
We can prepare descriptions, architecture, functionality, estimates and schedule for the consultant.
- Consultant validates eligibility
- The funder decides the approval
- Approved requirements must be technically verified
- Changes follow the program procedure
Suitable for
For companies that have a clear process to improve
SMBs, operations teams, services, distribution, e-commerce and organizations with fragmented data.
When it's not appropriate
The software cannot repair an unsupported process
- There is no internal manager
- Users cannot participate in the analysis
- Automation is required without clear rules
- A complete solution without phasing is desired
Phased implementation
We reduce risk through MVP, pilot and scaling
Analysis
Process and objectives.
MVP
Usable main stream.
Pilot
Users and feedback.
Release
Migration and training.
Extension
Modules and automations.
Evidence and results
We're communicating the process change, not just the feature list
Fragmented process
Manually copied data, unclear statuses and delayed reporting.
Staged flow
A priority process, real users, MVP, pilot and validation criteria.
Measurable result
Traceability, visibility and reduction of manual operations, only where validated indicators confirm it.
Nominal case studies, figures and captures are published only with client approval.
Commercial stages
From audit to phased transformation
Each stage has its own purpose, boundaries and deliverables. Audit and analysis do not automatically promise implementation, and cost deduction exists only if provided for in the offer.
Digitization audit
From €490+ VAT
To analyze a single main process and identify possible directions.
- A discussion with agreed participants
- Inventory of tools and data
- Blockages, risks and opportunities
- Options: configuration, integration or custom
- Priorities and indicative estimate
- Next step recommendation
Analysis and definition
From €990+ VAT
For defining a narrow flow or MVP, before implementation.
- Current process and target process
- Roles and Use Cases
- Data, modules and integrations
- Wireframes for the analyzed stream
- MVP, backlog and acceptance criteria
- Roadmap, risks and estimation
MVP implementation
From €2,990+ VAT
For a clearly defined MVP or main flow, tested with real users.
- Application and core roles
- Main flow and minimum data
- Essential administration and reporting
- Testing and deployment
- Training for the pilot group
- Stabilization after launch
Staged transformation
Personalized offer
For multiple processes, departments, integrations, migrations and organizational adoption.
- Roadmap divided into stages
- Advanced modules and permissions
- APIs and Automations
- Data migration and reconciliation
- Pilot, training and adoption
- Technical maintenance
The prices are indicative thresholds. Licenses, infrastructure, external services, complex migration and scope changes are separate.
Process
From the operational problem to a solution used by the team
- Initial discussionWe clarify the problem, the impact and the objective.
- AuditWe analyze process, tools, data and bottlenecks.
- WorkshopWe validate the actual flow together with the users.
- PrioritizationWe compare impact, effort, risk and dependencies.
- Build versus buyWe choose configuration, integration or custom.
- RequirementsWe define roles, data, modules and criteria.
- Offer and roadmapWe divide the project into stages, budgets and deadlines.
- PrototypeWe validate flows before full development.
- MVP developmentWe build the main stream and minimal data.
- TestingWe check functionality, access and errors.
- PilotWe collect feedback and measure adoption.
- MigrationWe import and validate the agreed data.
- TrainingWe prepare the users and the necessary materials.
- ReleaseWe activate the target system and process.
- StabilizationWe fix the problems of the delivered scope.
- EvolutionWe continue through maintenance and development.
Responsibilities
Implementation needs decisions and validations from the company
Docodex can analyze, design and implement, but it cannot define the business rules or the compliance of the organization on its own.
- The customer provides internal responsibility, users, data, rules, access and feedback
- The client validates the current process, target process, roles, and acceptance criteria
- The client's specialists validate the legal, fiscal and financing aspects
- Docodex implements validated technical requirements and communicates risks
Digitization analysis
What process do you want to improve?
Do not send personal data, passwords, documents or sensitive exports before establishing a secure channel.
Transform a manual or fragmented process into a coherent working system with roles, data, rules, automation and measurable indicators.
No. It can include internal applications, CRM, portals, automations, integrations and reporting.
With a discussion, audit and mapping of processes, users, data and bottlenecks.
The audit starts from €490 + VAT, the definition of a restricted flow from €990 + VAT, and the implementation of an MVP or clearly defined flow from €2,990 + VAT. An extensive transformation receives a phased offer.
The audit starts from €490 + VAT for a main process, a limited number of participants and the deliverables defined in the offer.
The stage starts from €990 + VAT for a stream or restricted MVP. Complex processes, multiple stakeholders and extended wireframes are estimated separately.
The analysis produces the process map, requirements, priorities and an accountable basis for estimation.
Yes. The analysis may conclude that configuring an existing software is more suitable than custom development.
The smallest usable version that validates the main process with real users.
Yes, after analyzing business flow, roles, data and reporting.
Yes, if the product is suitable and provides the necessary access and integrations.
Yes, with login, documents, requests, payments and statuses as applicable.
Yes, for operations, approvals, documents, inventories, tasks or reporting.
Yes, through events and clear rules with compatible services.
Yes, if the provider provides the API and the client validates the tax rules.
Next step
Do you have a manual process that is slowing down your business?
We start with the problem, users, data and indicators, then recommend configuration, integration or custom development.