A 6- to 8-week pilot is appropriate for one high-volume order workflow with cross-functional staff involvement.
Suggested KPIs
Track time to process custom orders, percentage of customer updates sent automatically, lead-to-order response time, and order-routing accuracy by region.
Success Criteria
The pilot succeeds if the team can manage high-volume orders without spreadsheets, reduce manual customer-update work, and give staff clearer visibility into leads and orders.
Common Pitfalls
Common pitfalls include keeping separate local processes by office, incomplete routing rules for orders, and failing to standardize updates for custom-design customers.
Resource Commitment
Requires an operations lead, sales or ecommerce staff, and light configuration support to map workflows, routing rules, and customer communications.