Organisation of business records

Give business processes a clear thread.

Quotations, questions and approvals belong together, but often sit in different places. We help organise commercial records administratively and identify the information required for the next stage of handling each business matter.

Track outstanding points

Our contribution

  • Organise each matter
  • Track outstanding points
  • Prepare useful summaries

What matters here

A working overview should be easy to understand, clearly assigned and useful without creating a second set of unnecessary records.

An illustrative project brief

Example: preparing a quotation

Several departments contribute to a quotation. A shared overview connects requirements, questions and approved documents. Before the next stage, everyone can see which contributions are complete and available.

Our contribution

Three elements of your project

Our approach

From first contact to handover

  1. Understand the workflow

    We examine a specific matter and identify where documents are created, passed on or missing in everyday work.

  2. Agree a structure

    Together, we establish shared filing and a clear way to record responsibilities, questions and the responses received.

  3. Hand over the position

    Organised records and outstanding tasks are handed over, with named contacts for maintenance and later additions.

B2B email marketing

B2B email marketing for clear business offers

We prepare business offers and specialist information for email campaigns. A clear purpose, approved statements and suitable recipients with documented eligibility provide the starting point for each message and its follow-up.

Explore B2B email marketing ↗

Start a conversation

Let’s discuss what your project needs.

Which business process needs a clearer structure? We can discuss existing records, participating people and a suitable scope of work.

Positive Group Deutschland GmbH
Freiburg im Breisgau · Germany