A 6- to 8-week pilot is appropriate for one business segment covering shared records and reporting workflows.
Suggested KPIs
Track time spent on manual coordination, completeness of shared customer and partner records, reporting latency, and employee time freed for higher-value work.
Success Criteria
The pilot succeeds if staff can work from shared records instead of disconnected tools, visibility improves across commercial relationships, and routine coordination effort declines.
Common Pitfalls
Common pitfalls include partial data migration, leaving supplier or distributor processes outside the workflow, and failing to standardize cross-functional data ownership.
Resource Commitment
Requires an operations or commercial lead, a small cross-functional user group, and admin support for migration, reporting, and workflow standardization.