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Email: pepax@pepax.sk

Phone: (+421) 911 642 601

— Digitalization, technology and innovation

Implementation of CRM, ERP and complex information systems

Enterprise system implementation connects processes, requirements, data, technology, suppliers and people into one managed change. Pepax helps the organization prepare the decision, select the appropriate solution and lead the implementation from the target model through migration, integration and testing to deployment, adoption and stable operation

— Client situation and broader context

CRM or ERP affects processes, data, decision-making and people's daily work

An enterprise system touches multiple parts of an organization simultaneously. It enters into business, finance, purchasing, inventory, logistics, projects, service, data flows, and cooperation between departments.

Risk does not only arise from a technical error. Implementation is also complicated by unclear requirements, poor-quality data, scattered responsibility, or late user training.

Analýza podnikových procesov, používateľských rolí a požiadaviek pred implementáciou CRM alebo ERP

Strategic purpose and expected value

Why is the system being introduced and how will its benefits be assessed?.

Processes, requirements and user scenarios

Functions are based on real work, roles, exceptions, and target state.

Data, migration and information ownership

Cleaning, mapping, historical scope, master data and quality control.

Architecture, integrations and security

Links to other systems, identities, interfaces, and operating rules.

Project governance and supplier

Roles, scope, changes, risks, escalations and acceptance criteria.

Users, competencies and adoption

Onboarding, testing, training, support and feedback after deployment.

— For whom and when is the service suitable?

When an organization needs to manage an entire implementation program, not just acquire a license

The service is suitable for companies and organizations that are preparing a new CRM, ERP or other complex information system, replacing an older solution or need to stabilize an implementation that is already underway.

Choosing a new CRM or ERP

You need to write down requirements, compare solutions, and separate the need from the product presentation.

Fragmented systems and processes

Data and work are divided between tools, spreadsheets, emails, and local records

Older system limits development

Technology debt, maintenance, and weak integrations complicate growth and process change

Implementation is delayed

The scope changes, decisions are reversed, and the client and the supplier have different expectations.

Preparing for migration and launch

Data, testing, training, cutover and continuity of critical operations need to be aligned

The system is running but bypassed

Users work in parallel records or do not understand the new way of working

— Value and possible shift

From scattered requirements and supplier uncertainty to managed implementation and a usable system

The shift is not only evaluated by the launch date, but also by the quality of processes, data, decision-making, adoption, and the organization's ability to further manage the system.

01

A clearer goal and realistic scope

Management, business, IT and the supplier better understand the priorities and boundaries of the stage.

02

Requirements linked to processes

The assignment is based on user scenarios, roles, data, and future work.

03

More transparent decision-making and risks

Responsibilities, escalations, scope changes, and acceptance are clearer.

04

Better migration and more consistent data

Clear rules for data cleansing, mapping, ownership, and control.

05

Better prepared testing and deployment

Acceptance, cutover, and stabilization support are a managed part of the project.

06

Higher chance of real system use

Engagement, training, and support help reduce solution circumvention.

— Possible professional outputs

Documents useful for decision-making, supplier selection, implementation and system handover

The delivery may consist of a single working material or a complete package of materials. The exact format, level of detail and delivery method will be agreed upon before the start of the paid work.

Analysis and preparedness

Processes, systems, data, roles, constraints, risks and critical decisions

Requirements and user scenarios

Functional, integration, data, security and operational requirements

System and supplier selection

Evaluation matrix, sample scenarios, comparison of options and recommendation

Target process and integration model

Future processes, roles, data, ownership, interfaces and system bindings

Implementation plan and governance

Stages, milestones, work streams, responsibilities, risks and reporting

Migration, testing and adoption

Migration scope, scenarios, acceptance, cutover, training and stabilization

— How the cooperation works

From understanding needs and selecting a solution to deployment, adoption and stable operation

Not every assignment requires all phases to be covered in the same depth. We will adjust the scope to the importance of the process, the available evidence, and the decisions that are to follow up on the output.

1. Introductory interview within 30 minutes

Free basic information without professional advice or output

2. Analysis and preparedness

Processes, systems, data, roles, integrations, constraints and risks

3. Requirements and solution selection

Target processes, use cases, criteria, examples and decision support

4. Plan and governance

Stages, workflows, responsibilities, escalations, and acceptance criteria

5. Implementation, migration and testing

Design review, open questions, data, integrations, UAT and readiness

6. Deployment and stabilization

Cutover, training, user support, hypercare and commissioning

— What exactly does the service consist of?

Eight work modules for managing the entire implementation lifecycle

The scope is tailored to the phase and complexity of the project — from requirements review to comprehensive support for analysis, selection, migration, integration, testing, deployment, and adoption.

Nezávislé porovnanie CRM a ERP riešení a príprava implementačnej roadmapy

1. Implementation diagnostics and readiness

Systems, processes, data, roles, technology debt, capacities, dependencies and risks.

2. Business requirements, processes and use cases

Process maps, target scenarios, requirements, priorities, exceptions and acceptance criteria.

3. System and supplier selection

Criteria, matrix, RFI/RFP documents, presentation scenarios and bid evaluation.

4. Architecture, integrations and security

Map of systems, interfaces, identities, accesses, data bindings and non-functional requirements.

5. Data, migration and root management

Sources, cleaning, mapping, transformation rules, migration waves, and quality control.

6. Governance and implementation management

Plan, RACI, reporting, risks, decisions, changes, milestones and supplier coordination.

7. Testing, acceptance and cutover

Test strategy, scenarios, bugs, UAT, go-live decision and hypercare.

8. Change management, training and adoption

Stakeholders, impacts on roles, communication, training, support and commissioning.

— What affects the price of this particular service?

The price is based on the scope of the implementation program, the complexity of the system and the degree of project responsibility.

0 €

Introductory interview

It serves to obtain basic information and verify the appropriate form of cooperation. It does not produce any professional analysis, recommendations or written output.

from €290

Minimum paid range

The specific scope may consist of a process consultation, background study, diagnostic block, workshop, or first agreed output.

We will confirm the specific price only after specifying the goal, scope, outputs and implementation conditions. Work beyond the agreed framework is carried out only after prior approval.

  • Type and scope of the information system.
  • Number of processes, departments and user roles.
  • Depth of requirements and target process design.
  • Number of solutions and suppliers assessed.
  • Complexity of architecture, integrations and security.
  • Volume, quality and historical scope of data.
  • The degree of configuration, development and specific modifications.
  • Testing scope and criticality of operation.
  • Level of project management and supplier supervision.
  • Training, adoption, deployment and stabilization.
— Regular monthly support

The enterprise system needs professional supervision even after the supplier is selected and the first launch

Monthly expert support helps maintain continuity, decision memory, and an independent view of whether the system is developing in accordance with its original purpose.

Regular consultation rhythm

Meetings at agreed intervals help keep attention on the topic without unnecessary pressure.

Decision mirror

In new situations, it is easier to distinguish what is a continuation of the chosen direction and what is a return to the old pattern.

Agreed asynchronous review

To a certain extent, a question, experience, or basis for further reflection can be captured between meetings.

Interim summary

The development of the topic, decisions, and open questions remain understandable even during a longer process.

— Growing specialist library

Practical and professional materials for the selection, implementation and development of information systems

The Pepax library is being built as a growing professional knowledge base. It offers content layers for independent study and professional work; it does not replace individual consultation or processing of a specific client assignment.

L2 - Deep practical layer

For someone who wants to work on the topic of personal development between meetings or independently.

- in-depth texts about values, decision-making, boundaries and career transitions,
- practical methodological sheets and reflection questions,
- case scenarios and work instructions,
- materials for independent study and ongoing evaluation.

Why it may be worth it: It helps you stay in touch with the topic at your own pace and be more prepared to make further decisions.

L3 - Professional Layer

For professionals who work repeatedly with the topics of development, decision-making or coaching conversations.

- methodologies and decision-making frameworks,
- coaching objective and employment contract templates,
- checklists for interim and final evaluation,
- work issues, ethical boundaries and safe work frameworks.

Why it may be worth it: It reduces the need to build a working structure from scratch each time and promotes consistent professional practice.

Neither L2 nor L3 include individual consultations, review of a specific document, personal recommendations, workshops, coaching, mentoring, or work on a specific assignment.

— Clear boundaries

Clear boundaries separate independent implementation management from license delivery and technical configuration

Clear boundaries help set realistic expectations and protect the usability of the outcome

The service does not replace managerial responsibility.

We help create the documentation, framework and support, but ownership of the process and decisions about its operation remain with the organization.

The result is not created by just drawing a diagram

A process map is useful when people understand it, roles are clear, and the design is linked to real decision-making, data, and systems.

Benefits cannot be honestly guaranteed without implementation

Time, quality or costs can only be improved thanks to decisions, implementation and ongoing management on the client side

Quality analysis requires an approach to reality

Collaboration requires adequate availability of people, documents, data, and a willingness to openly name the difference between formal procedure and practice.

— Professional background

An interdisciplinary perspective that connects business need, process, technology, data and user

Pepax sees the implementation of a business system as an organizational and process change supported by technology. CRM or ERP enters into business, finance, operations, data, customer experience, roles, decision-making and people's daily work.

Business and process analysis

Naming the purpose, boundaries, causes, requirements, and links between processes

Roles and organizational context

Understanding responsibility, collaboration, decision-making powers and the real capacity of people

Data, KPIs and Technology

Linking measurement, information needs and system support to the target way of working

Change and adoption

Working with communication, feedback and conditions that allow the new process to be used in practice

Strategic and customer impact

Judging a process by the value it brings to the organization and its internal or external customers

Používateľské testovanie, kontrola migrácie a príprava adopcie CRM alebo ERP systému
— Related routes

Related services depending on whether you need to first determine direction, prepare a document environment, or manage security risks

Coaching and mentoring

Overview of services based on individual or corporate development through relationships.

Corporate mentoring

Experienced leadership and active transfer of know-how to the company.

Strategic consulting

A partner for top management decision-making when expert input is also needed.

Consultation

An initial interview will help verify whether coaching, mentoring, or another form of collaboration is appropriate for your situation.

Price list

Explanation of pricing tiers for one-time services, monthly support, and library access.

Company expertise

The way Pepax connects human understanding, structure, communication and practical decision-making.

— Frequently asked questions

Practical questions before choosing or implementing an enterprise system

Depending on the scope, it may include analysis, requirements, solution selection, architecture, data, integration, governance, testing, cutover, training, and stabilization.

Yes. The service may include criteria, evaluation matrix, RFI or RFP documents, sample scenarios, bid comparison, and decision support.

Yes, after reviewing the project's background and status. The scope may focus on governance, requirements, risks, migration, testing, or vendor relationships.

From a shorter cycle of a single module to a multi-stage program with integrations, migrations, and deployments across multiple organizational parts.

Responsibility is determined by the project. Technical work can be performed by the manufacturer, implementation partner or internal IT; Pepax manages and assesses the agreed parts.

The initial interview lasts no more than 30 minutes and serves only to gain a basic understanding of the situation. It does not create a value proposition or professional output. The paid service includes preparation, facilitation, synthesis, and agreed materials.

The smallest professional block that already produces an agreed work or output. A broader program will be priced according to its scope.

Monthly support helps to use and improve the program. L2/L3 provide materials for independent work, not individual implementation.

Let's start with a short conversation about what the new information system is supposed to change in the organization.

The initial interview lasts no more than 30 minutes, is free of charge and serves to obtain basic information. It does not produce a professional output. After the interview, it will be clearer whether a smaller diagnostic block, a comprehensive process analysis or multi-phase cooperation makes sense.