Client: Various – SMEs to Enterprises across Industries
Industry: Cross-industry
Challenge:
Many organizations lack the expertise to plan and implement Microsoft’s business solutions effectively. They face fragmented document management, inconsistent collaboration standards, and disconnected procurement or sales processes. Aligning business needs with Microsoft 365, Dynamics 365 Finance & Operations, or Business Central often requires careful planning, stakeholder buy-in, and process redesign.
Stepford Consulting’s Role:
We support clients end-to-end in Microsoft 365, Dynamics 365, and Business Central implementations. Our approach combines business analysis, process mapping, system design, and change management to ensure successful adoption and real business impact.
Services Delivered:
Requirements Workshops with business and technical teams
BPMN Process Mapping for Procurement, Sales, and Operations
Gap Analysis and Functional Specification Design
Microsoft 365 Environment Structuring (SharePoint, Teams, Power Automate)
Dynamics 365 Finance & Operations P2P Module Planning
Business Central Setup and Configuration Support
Change Management Planning and User Training
Strategic Improvements:
Standardized procurement and sales workflows
Improved approval hierarchies and documentation control
Enabled secure, structured collaboration across teams
Designed system configurations aligned with real business needs
Supported compliance readiness, including industry-specific requirements
Client Outcomes:
Smooth, successful ERP and collaboration system rollouts
Reduced manual tasks through automation and approvals
Improved cross-functional visibility and coordination
Faster onboarding and user adoption
Scalable systems ready for growth
Key Insights:
Successful Microsoft ecosystem implementations require more than technical setup—they demand clear business analysis, process mapping, and stakeholder alignment. Our approach ensures technology truly enables better work, compliance, and long-term success.
Client: Various – including AstraZeneca, GoCo, Fujirebio, and others
Industry: Pharmaceuticals and Life Sciences
Challenge:
Pharma and life sciences organizations operate in highly regulated environments with complex procurement, vendor management, and approval workflows. These clients required streamlined, compliant processes to manage Procure-to-Pay (P2P) operations, vendor onboarding, approvals, and documentation, while meeting GxP and audit requirements. Additionally, many needed to modernize their collaboration environments using Microsoft 365 to enable secure document management, approval flows, and cross-functional teamwork across procurement, finance, compliance, and IT teams.
Stepford Consulting’s Role:
We deliver specialized Business Analysis and Digital Transformation consulting tailored to the regulatory, operational, and integration needs of pharma and life sciences organizations. Our approach combines process mapping, requirements gathering, system design, and change management to enable sustainable improvements.
Services Delivered:
Strategic Improvements:
Client Outcomes:
Key Insights:
This series of projects highlights the importance of structured Business Analysis and process mapping in regulated industries. By aligning procurement processes with Dynamics 365 Finance & Operations capabilities and optimizing Microsoft 365 collaboration environments, Stepford Consulting helps clients achieve operational efficiency, regulatory compliance, and long-term scalability.
Client: Various – across Manufacturing, Retail, Services, Public Sector
Industry: Cross-industry
Challenge:
Organizations often struggle with fragmented processes, manual workflows, and unclear approval hierarchies that limit operational efficiency and scalability. Teams face difficulties aligning business goals with IT systems and maintaining consistent documentation for compliance and audit requirements.
Stepford Consulting’s Role:
We deliver Business Analysis and Process Optimization services tailored to each client’s context, focusing on requirements gathering, process mapping, and change management to transform operations.
Services Delivered:
Requirements Gathering Workshops across business units
BPMN Process Mapping for operational workflows
Gap Analysis between current and target states
Functional Specifications for system integrations
Change Management Planning and Stakeholder Alignment
Training Support and User Adoption Guidance
Strategic Improvements:
Identified and removed workflow bottlenecks
Clarified responsibilities and approval hierarchies
Standardized processes for consistent execution
Defined system requirements for CRM/ERP integrations
Improved cross-team visibility and compliance readiness
Client Outcomes:
Streamlined operations and reduced manual work
Faster approval cycles and clearer documentation
Better system alignment with business goals
Increased readiness for audit and compliance
More engaged and aligned teams
Key Insights:
Business Analysis and structured Process Mapping provide the foundation for successful digital transformation. Our work enables clients to understand, standardize, and improve their operations before implementing new technology, ensuring sustainable, scalable results.
Business Process & Workflow Digitalization: Energi Miljoteknik.
Client: Energi Miljoteknik.
Industry: Ventilation & Energy Efficiency
Challenge: Energi & Miljöteknik, specializing in ventilation systems, was hindered by outdated digital tools, manual scheduling, and inefficient workflows, limiting their productivity and customer service quality.
Stepford Consulting’s Role:
Services Deployed:
BPMN Process Mapping & Workflow Design
Digital Ecosystem Structuring
Operational Workflow Digitalization:
Conducted detailed BPMN Process Mapping sessions to visualize existing inefficiencies.
Redesigned operational processes, recommending an integrated digital ecosystem to streamline workflows.
Implemented a cohesive digital structure that replaced manual tasks and paper-based scheduling.
Outcome:
Transitioned from manual to digital workflows, significantly increasing operational efficiency.
Enhanced team productivity through clear, structured processes.
Improved customer service quality with optimized resource scheduling.
Client Testimonial:
“Stepford clearly mapped our challenges and provided practical, digital solutions that significantly improved our daily operations,” – Tony , CEO, Energi Miljoteknik.
Transforming an Idea into a Sustainable Business Reality
Client: GreenQuip Group
Industry: Sustainable Construction Access Equipment
Challenge: GreenQuip Group, a retail chain focusing on sustainable construction access equipment, needed to evolve from an ambitious idea into a tangible, market-ready concept. They required strategic guidance, a robust business plan, and operational leadership to attract investor funding and establish their presence across Eastern Europe and the Baltics.
Stepford Consulting’s Role:
Services Deployed:
Initial Steps:
Feasibility and Strategic Execution:
Outcome:
Client Testimonial:
Website: www.greenquip.pl
Key Insights:
CRM Optimization & Implementation: Sales Distribution Company
Client: A Regional Sales Distribution Firm
Industry: Sales & Distribution
Challenge: A sales distribution firm faced productivity loss due to an overly complex Salesforce implementation, causing sales teams to spend excessive time on administrative tasks rather than selling.
Stepford Consulting’s Role:
Services Deployed:
CRM Structuring & Implementation (Salesforce)
AI-Powered Automation & Workflow Optimization
Optimized Salesforce Integration:
Conducted CRM analysis to identify redundant processes and unnecessary Salesforce modules.
Restructured Salesforce setup, reducing complexity and aligning the CRM specifically to actual sales requirements.
Integrated AI-powered automation, streamlining sales administration.
Outcome:
Reduced sales department’s administrative workload by 70%, freeing valuable time for sales activities.
Simplified CRM usage, significantly enhancing team productivity and reducing frustration.
Client Testimonial:
“Stepford simplified our CRM complexities efficiently, letting our salespeople focus on what truly matters—selling,” – Hanna Lindström, Sales Operations Manager.
Workspace Concierge & AI Workflow Integration: Manufacturing Firm
Client: Leading Manufacturing Company
Industry: Manufacturing
Challenge: The client needed a comprehensive upgrade of their outdated IT workstations combined with basic AI-driven workflow automation to enhance productivity, all delivered with minimal operational disruption.
Stepford Consulting’s Role:
Services Deployed:
Premium Workspace Concierge & White-Glove Service
AI-powered Automation & Workflow Optimization
White-Glove Setup & AI Integration:
Delivered a fully optimized, turnkey workstation setup tailored to individual employee roles.
Implemented basic AI-driven workflow automation (Zapier integration), eliminating repetitive tasks.
Ensured seamless operational transition through personalized onboarding and immediate usability.
Outcome:
Achieved seamless transition to modernized workstations with minimal downtime.
Significantly increased productivity through tailored AI automation solutions.
Delivered an exceptional employee experience via white-glove service.
Client Testimonial:
“Thanks to Stepford’s impeccable white-glove service, our team returned to work with improved systems and streamlined workflows without missing a beat,” – Marcus Söderqvist, Operations Director.
Due to client confidentiality, we can’t publicly disclose all of our case studies. However, we’re happy to provide additional examples and client portfolios upon request.