BANDEVI CRM WORKFLOW REVIEW - FICTIONAL DELIVERABLE EXAMPLE
Not a customer assessment, fixed quote or commitment to deliver this scope.
Agree review scope, fees, timing and available evidence with BANDEVI first.

Example business: Example Tours; six staff; fictional spreadsheets and email.
Requirement: give each enquiry a named owner and visible next action.
Current process to validate: form > spreadsheet > consultant > quote > follow-up.
No actual audit or measured sales improvement has been performed.

1. WORKFLOW ASSESSMENT
Confirm enquiry fields, assignment owner, quotation approval and handover rules.
Questions: who owns unassigned leads? What defines Qualified? Who handles rejects?
Evidence required: anonymised workflow description and sample export.

2. PROPOSED FIRST RELEASE FOR DISCUSSION
Enquiry record: source ID, received date/zone, service, owner, stage and next action.
Permissions: consultant sees assigned leads; manager reviews the authorised queue.
Acceptance: save once on retry; assign owner; show due follow-up; restrict access.
Agree reporting denominators, completed-demo outcomes and deal-value currency.

3. DATA AND DEPENDENCY CHECKLIST
Use the accompanying fictional CSV mapping example as a discussion aid.
Confirm export rights, identifiers, duplicates, required fields, owner mapping,
record counts, rejected rows, original currency and date/time-zone meanings.
Reconcile a limited sample in an isolated environment before approving cutover.
Provider APIs, messaging sender access, licences and usage costs need approval.

4. EXCLUSIONS AND OPEN DECISIONS
No supplier booking, live messaging, payment processing, fixed launch date,
24/7 support or recurring provider subscription is included by this example.
Agree cleanup, migration volume, integration tests and support separately.

5. NEXT STEP
Record decision owner, missing evidence, agreed first release, acceptance checks,
commercial terms and the next review. The customer approves before build/cutover.