Sales
Pipeline, follow-up, forecast and commercial discipline.
From diagnosis to executable decision
Zherpa Diagnostic
We review sales, operations, finance, data, adoption and AI governance to identify where value is being lost and what architecture can improve control.
01 What we review
The diagnostic starts with the operating model, not with software.
We look for friction, rework, weak data, margin leaks, poor adoption and decision gaps across the business.
Operations
Responsibilities, handoffs, exceptions and process continuity.
Finance
Invoicing, collection, cost, inventory and margin visibility.
Data and AI
Data quality, permissions, automation and AI boundaries.
02 Output
A practical route before configuring more technology.
You receive an executive reading of priorities, risks, recommended architecture and next operational step.
Value leaks
Where time, margin, visibility or control is being lost.
Prioritized architecture
What should be connected first and what should wait.
Governance risks
Data, adoption, permissions and sensitive decisions.
Action plan
A clear path from diagnosis to governed implementation.
Siguiente paso
Start diagnostic
Build a clearer operating architecture.
Start with a diagnostic to identify value leaks, technology risks and the next architectural move.