Transitioning from SAP or Salesforce to Flobri is a great way to streamline your organization’s process management. Flobri offers flexibility and customization for
running and optimizing processes and SOPs. This guide outlines the steps to ensure a
smooth transition, allowing you to start leveraging Flobri effectively.
Step 1: Document Your Current Process
- Map Out the Procedure:
- Identify the key procedures currently managed in SAP or Salesforce.
- Document each stage of the process clearly, including how the process starts, intermediate steps, and the final outcome.
- Assign Responsibilities:
- List who is responsible for each stage of the process, ensuring clarity on task ownership.
- Define Entries for Each Stage:
- Note the specific data entries required at each stage, ensuring that all key information is captured.
- Include Review Steps:
- Ensure appropriate review points are integrated into the process for better oversight and quality control.
Step 2: Identify Reports and Dashboards
● Determine the key reports and dashboards you currently use or need in your new system. These could include performance metrics, task tracking, or workflow bottlenecks.
● Define the criteria for these reports and how they will support decision-making in Flobri.
Step 3: Request a 30-Day Trial of Flobri
● Visit Flobri’s website and sign up for a 30-day free trial to test the platform.
● Use this time to familiarize yourself with the interface, features, and customization options.
Step 4: Generate Flowchart and Take Approval
● Use Flobri’s built-in tools to generate a flowchart of your documented process.
● Share this flowchart with your team for approval. Ensure everyone is aligned on the process steps, roles, and responsibilities.
Step 5: Migrate Existing Data (Optional)
● If necessary, arrange for data migration from SAP or Salesforce to Flobri. Flobri’s support team will handle the data migration process for you.
● Verify that all important data has been transferred correctly.
Step 6: Start Running Your Process in Flobri
● Begin running your documented processes using Flobri.
● Monitor performance and optimize for efficiency. You can easily add new stages or modify existing ones to suit your evolving needs.
Step 7: Optimize and Evolve
● Now that your process is running in Flobri, continually optimize it for efficiency.
● Use the platform’s flexibility to modify and improve processes as your organization grows, ensuring continuous improvement and agility.
By following these steps, your transition from SAP or Salesforce to Flobri will be seamless. You’ll benefit from customizable, modifiable processes that improve efficiency and ensure your organization is set up for long-term success