Concept case · CRM/ERP
In developmentKling Tiles & Bathrooms
One bathroom. Multiple suppliers. A proposal connecting quotes, purchasing and delivery.
In development. The opportunity report forms the basis for this CRM/ERP design.
At a glance
- Client
- Kling Tiles & Bathrooms
- Sector
- Concept case · CRM/ERP
- Our role
- Process analysis and opportunity report
- Timeline
- Opportunity report · August 2026
- Team
- Elusive Innovations with Kling
- Status
- In development · design based on the opportunity report
Working together
The challenge
What was going on
A bathroom quote can contain dozens of components. During our visit, Kling described a large order involving thirteen suppliers, each with its own items, confirmation and delivery date.
The existing workflow uses Access, Outlook, supplier webshops and paper. Order numbers and delivery dates are copied and followed up manually. The opportunity report asks how this can scale without adding more administration.
Our approach
How we tackled it
We mapped the existing workflow and documented eighteen possible improvements. The system below is a conceptual interpretation, not a delivered CRM/ERP.
Start with open orders
First, one overview of ordered, confirmed and received items, with a purchasing sheet per order.
Keep what works
The calendar, bundle prices and double-check remain design requirements. Connecting to Access needs a technical assessment first.
Expand in stages
Confirmations, product data and quote follow-up could follow. The agreed scope determines the next steps.
The proposed system
How the workflow could connect
Quotes and product knowledge
Proposed: search products by description, reuse custom items and let office staff prepare quotes for the adviser to check.
Purchasing and suppliers
Proposed: supplier-specific order lines, one purchasing sheet and imported confirmations. Ordering through supplier webshops remains possible.
Delivery and scheduling
Proposed: open orders with status, alerts for changed delivery dates and collection records for partial deliveries.
Calendar follow-up
Proposed: checklists and reminders in the existing calendar. Reviews and delivery photos are possible later additions.
Research status
Where it stands
The concrete output so far is the opportunity report: a documented workflow, eighteen opportunities and a proposed first step.
The CRM/ERP described here is in development based on the opportunity report. There are no measured savings or operational results. This concept case shows how we turn a business process into a possible solution.
Start where an order becomes hard to track. Keep the workflow that works for the team.
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