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👨🎓 What is it?
The purpose of this template is to provide a structure for the informative meetings with a client to really understand its business. The better the understanding, the easier the transformation to a proposed system setup.
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maxLevel | 2 |
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style | none |
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type | list |
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printable | true |
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👥 General organisation
Type of business, location office(s), departments, department scope, # employees, organisational chart, core business flow
Managing website
Who develops, customer journey, content search possibilities and results, other web portals, relevant details for other paragraphs (type of content, conditions)
🏘️ Managing content
Product markets, types of business, level of standardization in accommodationtypes and addons throughout locations, seasonal release flow, commercial brand(s), contractual agreements related to content
🚀 Managing sales
Sales markets, sales channels, sales brands, languages, sales currencies, sales offers, level of standardization in pricing, offers and booking conditions, third parties in sales process
💸 Managing costs
What is cost of sale, third party settlement, contractual agreements
🔎 Managing financial accounting
Administrations, accounting system and process, exchange rates, chart of accounts, VAT % on sales, VAT % on costs, (online) payment methods