Claus Michael Sattler

Telephone: 0049 (174) 6031377

Project report: Introduction of a cloud-based ERP system for a medium-sized machine builder in Germany

The task

  • Planning of a commercial software
  • Definition of internal and external business processes
  • Definition of a mobile solution for the service technicians
  • Tender for a commercial software
  • Evaluation of the tender documents answered
  • Making a purchase decision
  • Commissioning
  • Project management for rollout and customer-specific adjustments
  • Introduction of a cloud-based enterprise resource planning system (ERP) based on Microsoft Dynamics 365 Business Central
  • Training of employees - LNG-Tankstellen

The challenge

  • New Company Formation
  • Missing definitions of the internal and external business processes to be implemented
  • Missing IT infrastructure
  • Immediate productivity of financial accounting with expandable industry chart of accounts incl. integration in DATEV
  • Materials management for spare parts and replacement assemblies including serial number and product number management
  • Maintenance and repair documentation including serial number and product number documentation for all extensions and replacing installations
  • Preparation of the documentation for the supervisory authorities
  • Integration into the customer relationship management system (CRM) based on Microsoft Dynamics 365 CRM that was introduced at the same time
  • Integration into ELO Digital Office

The solution

  • Cloud-based Enterprise Resource Planning (ERP) system based on Microsoft Dynamics 365 Business Central

The result

  • Financial accounting productivity after five days
  • Materials management productivity after three weeks
  • Add of the first spare parts and replacement assemblies
  • Gradual productivity of documentation within the first six months

My position as an Interim Manager

  • Mentor of the management in technical and content-related questions
  • Project Manager
  • Strategist / Planner
  • Converter

Service life

  • two years / part-time

About the Company

  • Mechanical engineering company / machine builder
  • Reestablishment within a group of independent companies of the dominant majority shareholder
  • Distributor of potentially explosive systems

The key success factors I brought in

  • Knowledge of the CRM market and the ERP market
  • Knowledge of tendering procedures
  • Knowledge of company-related product selection
  • Agile project management with Scrum and Kanban
  • Process knowledge

Listed by the following agencies for the placement of interim managers and experts:

Contact Details

Formal / Legal

Claus Michael Sattler
(Master Craftsman / Business Economist)

P.O.-Box 1142
28833 Weyhe

Telephone: 0049 (174) 6031377


Diploma in Economics and Sinology
Renate Sattler
HKUST-Kellogg-EMBA (Hong Kong University of Science and Technology)

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