--- title: "B2B projects from analysis to support | ECOPLAN" description: "ECOPLAN services: analysis and consulting, design and workshops, implementation, integration, rollout, and support and SLA for B2B projects." url: "https://www.ecoplan.com/en/services/" --- # Analysis to ongoing operations: services for B2B projects ECOPLAN digitalizes sales, service, and after sales for industrial companies and manufacturers and supports projects from analysis through design and implementation to ongoing operations. [Request a project](#contact) [Book a call directly](/en/contact/book-a-call.php) Digital agency since 1993 100% B2B From analysis to support ![ECOPLAN services: from analysis to support](/wAssets-ecoplan/img/agentur/agentur-projekt-treppe-schritt-fuer-schritt.svg) ECOPLAN services: from analysis to support ![adn](/wAssets-ecoplan/img/referenzen/adn.svg) ![WashTec](/wAssets-ecoplan/img/referenzen/washtec.svg) ![TIB Chemicals](/wAssets-ecoplan/img/referenzen/tib-chemicals.svg) ![sera](/wAssets-ecoplan/img/referenzen/sera.svg) ![Schweizer Salinen](/wAssets-ecoplan/img/referenzen/schweizer-salinen.svg) ![rose plastic](/wAssets-ecoplan/img/referenzen/rose-plastic.svg) ![Purell](/wAssets-ecoplan/img/referenzen/purell.svg) ![profine](/wAssets-ecoplan/img/referenzen/profine.svg) ![Pfinder](/wAssets-ecoplan/img/referenzen/pfinder.svg) ![Oest Gruppe](/wAssets-ecoplan/img/referenzen/oest.svg) ![Obermeier](/wAssets-ecoplan/img/referenzen/obermeier.svg) ![Marantec](/wAssets-ecoplan/img/referenzen/marantec.svg) ![Kora](/wAssets-ecoplan/img/referenzen/kora.svg) ![Josera](/wAssets-ecoplan/img/referenzen/josera.svg) ![Gühring](/wAssets-ecoplan/img/referenzen/guehring.svg) ![Filtration Group](/wAssets-ecoplan/img/referenzen/filtration-group.svg) ![Farmchamps](/wAssets-ecoplan/img/referenzen/farmchamps.svg) ![aps](/wAssets-ecoplan/img/referenzen/aps.svg) ![Amann Group](/wAssets-ecoplan/img/referenzen/amann.svg) ## What a B2B digital agency should deliver Digital B2B projects rarely involve just a single application. Business processes, company data, existing systems, and organization must be considered together. These criteria help with the selection: ![Icon for understanding of B2B processes](/wAssets-ecoplan/img/agentur/icons/workflow.svg) Understanding of B2B processes ### Understanding of B2B processes Understand sales, service, and after-sales processes and translate them into digital workflows. ![Icon for consulting and implementation from a single source](/wAssets-ecoplan/img/agentur/icons/handshake.svg) Consulting and implementation from a single source ### Consulting and implementation from a single source Not just developing concepts, but implementing solutions yourself and running them in production. ![Icon for system integration](/wAssets-ecoplan/img/agentur/icons/cable.svg) System integration ### System integration Integrate ERP, PIM, CRM, and other systems so that data does not have to be maintained twice. ![Icon for cost-effectiveness](/wAssets-ecoplan/img/agentur/icons/piggy-bank.svg) Cost-effectiveness ### Cost-effectiveness Keep effort and complexity in proportion to the benefit, including for operations and updates. ![Icon for scalability](/wAssets-ecoplan/img/agentur/icons/trending-up.svg) Scalability ### Scalability Be able to model countries, legal entities, brands, and different system landscapes. ## What ECOPLAN delivers as a B2B digital agency [B2B web shop](/en/b2b-commerce/b2b-webshop.php) [Customer portal](/en/b2b-commerce/customer-portal.php) [Product catalog](/en/b2b-commerce/digital-product-catalog.php) [PunchOut](/en/b2b-commerce/punchout-integration.php) [Order automation](/en/b2b-commerce/order-automation.php) [Spare parts service](/en/b2b-commerce/spare-parts-shop.php) [AI applications](/en/ai-for-sales-and-service/) [AI service bot](/en/ai-for-sales-and-service/ai-service-bot.php) [Agentic Commerce](/en/ai-for-sales-and-service/agentic-commerce.php) ## How ECOPLAN supports your B2B digitalization project From the first analysis to ongoing operations: ECOPLAN combines consulting, implementation, integration, and support. **01** ## Analysis & consulting ### The starting point is your business processes and goals It begins with the question of what should be improved, simplified, or digitalized: a new digital sales channel, a customer portal, a more efficient ordering process, a spare parts service, or an AI application. ECOPLAN analyzes the underlying processes and derives a suitable solution from them. Special rules that have grown over time are reviewed in the process: are they still necessary, or can they be implemented more simply and cost-effectively? Already during consulting, ECOPLAN clarifies which systems are the leading ones and how ERP, CRM, PIM, or DMS will be integrated into the future solution. The goal is to reuse existing data and processes and not to build parallel structures. Understand the business goal Analyze processes Challenge requirements Review the system landscape Assess cost-effectiveness **02** ## Design & workshops ### No meeting marathon: two workshops, around 80% of the requirements Anyone who has had bad experiences with endless rounds of alignment is usually surprised at ECOPLAN. The essential requirements are captured in just two workshops. Afterwards, around 80% are usually clarified, and only a few further meetings are needed. This saves above all the time of your employees from sales, IT, and business departments. ### Why this works ECOPLAN has been delivering B2B e-commerce projects since 1998. This experience has produced checklists that fully cover the typical B2B requirements, from pricing and approvals to ERP interfaces. The workshops are attended by senior architects who answer questions directly instead of postponing them to the next meeting. ### Workshop 1: Requirements (4–7 hours) A senior architect uses the checklists to clarify all functional and technical requirements. Your future project manager is involved from the start and remains your point of contact throughout the entire project. --- ### Workshop 2: Integration (3–5 hours) A senior architect for integration clarifies which systems are the leading ones, which data flows, and how the interfaces will be implemented. The project manager is on board again. ### Documentation on the same day Everything is documented during the workshop. At the end of the day, you receive the documentation with a detailed task list. Requirements workshop Integration workshop Senior architects Dedicated project manager Documentation on the same day **03** ## Implementation ### Configuration, customizing, and integration During implementation, the solution is first configured: roles and permissions, pricing and product range logic, approval processes, languages, design, and content. Where standard functions are not sufficient, ECOPLAN implements custom extensions, exactly where the workshops determined them to be necessary. In parallel, the ERP and other systems are integrated. ### Step-by-step implementation with ongoing alignment Each implementation stage is provided on test and staging systems and reviewed together. Insights from this feed directly into the further implementation. This means that not all detailed questions have to be resolved before project kickoff. Your project manager from the workshops remains your point of contact and coordinates directly with your IT and the system service providers involved for integrations. Configuration Customizing Integration Test systems & staging Dedicated project manager **04** ## Integration ### Your ERP is the leading system In B2B projects, customer structures, prices, terms, availabilities, orders, and documents are usually already in the ERP. ECOPLAN clarifies which system is the leading one for which data and integrates ERP, CRM, PIM, DMS, and other systems so that data does not have to be maintained twice. Technically, ECOPLAN uses APIs, synchronization, or middleware depending on the requirements, generally following the API-first approach. A particular focus is on SAP, with experience in SAP ECC, SAP S/4HANA, and SAP Business One. ERP-first API-first Real time & synchronization SAP ECC · S/4HANA · Business One [More on ERP & system integration](/en/integration/) **05** ## Rollout ### Introduce step by step, scale in a controlled way New solutions usually start with one area, one user group, or selected customers. Experience from the first productive use feeds into the further rollout before additional countries, legal entities, brands, or business units follow. In the process, ECOPLAN clarifies what can be standardized centrally and where local differences are necessary, for example in product ranges, prices, languages, processes, or ERP systems. This creates a common platform that can be extended without being rebuilt for each new area. Piloting Phased rollout Countries Languages Legal entities Brands Sales organizations **06** ### Support & SLA ### Reliable operations after go-live For ongoing operations, there are defined service hours, service level agreements, and a ticketing system. Incidents, technical questions, and new requirements are captured, prioritized, and handled in a structured way. Depending on need, different service and on-call models can be agreed. Every team knows every customer ECOPLAN has several agile development teams of four to five people each. In support, the teams rotate regularly, so every team looks after every customer. This way, every team member knows the configuration, the special features, and the integrations of your solution. Your support therefore never depends on a single person, not even during vacations or illness. Operations also include keeping the solution up to date: updates, maintenance, and security patches. Because ECOPLAN avoids unnecessary custom development already during design and implementation, updates and operating effort remain manageable in the long term. Service hours SLA Ticketing system Rotating development teams Updates & security patches ## ECOPLAN's B2B digitalization in practice ![Gühring logo](/wAssets-ecoplan/img/referenzen/ohne-schutzraum-schwarz/guehring.svg) Gühring ### Gühring - Tools Central B2B platform for around 20 countries, multiple brands, and different ERP systems with B2B commerce, customer portal, PunchOut, and order automation. [View Gühring case study](/en/references/guehring.php) ![Schweizer Salinen logo](/wAssets-ecoplan/img/referenzen/ohne-schutzraum-schwarz/schweizer-salinen.svg) Schweizer Salinen ### Schweizer Salinen - food Automated replenishment processes based on IoT sensor data and integration with existing company processes. ![Marantec logo](/wAssets-ecoplan/img/referenzen/ohne-schutzraum-schwarz/marantec.svg) Marantec ### Marantec – Construction AI-supported analysis of damaged gate operators to help prepare suitable quotes. [View Marantec case study](/en/references/marantec.php) ![WashTec logo](/wAssets-ecoplan/img/referenzen/ohne-schutzraum-schwarz/washtec.svg) WashTec ### WashTec – Mechanical engineering Digital spare parts and consumables processes in after sales. Project inquiry ## Are you looking for a B2B digital agency for a demanding project? We talk with you about your processes, goals, and existing system landscape and develop a suitable digital solution from them. **Simply fill out the form. We will get back to you within 2 business days.** If you would rather talk directly, book an appointment with us. You will receive an initial expert assessment, in 30 minutes by video conference. [Book a call directly](/en/contact/book-a-call.php) ## FAQ – Frequently asked questions ### How does a B2B project with ECOPLAN work? In six steps: analysis and consulting, design and workshops, implementation, integration, rollout, support and SLA. In two workshops, ECOPLAN usually captures around 80% of the requirements, with senior architects and documentation on the same day. ### How does a B2B project with ECOPLAN start? A B2B project at ECOPLAN starts with the requirements workshop. After one day, a documented task list is available that shows what the project concretely looks like. ### Who looks after the solution after go-live? ECOPLAN continues to operate and support the solution. The development teams rotate in support, so every team knows every customer. ### How do I recognize a suitable B2B digital agency? Helpful criteria are an understanding of B2B processes, consulting and implementation from a single source, system integration, cost-effectiveness, and scalability. Test questions include whether the agency has already integrated your ERP, who is responsible after go-live, and whether a solution is already running in several countries or legal entities. ### How does ECOPLAN integrate ERP, PIM, CRM, and DMS into a project? ECOPLAN clarifies already during consulting which system is the leading one for which data and integrates ERP, CRM, PIM, and DMS so that data does not have to be maintained twice. Technically, APIs, synchronization, or middleware are used depending on the requirements, generally following the API-first approach. One focus is on SAP. ### How does ECOPLAN roll out a solution in several countries or legal entities? New solutions usually start with one area, one user group, or selected customers. Experience from the first productive use feeds into the further rollout before additional countries, legal entities, brands, or business units follow. In the process, ECOPLAN clarifies what can be standardized centrally and where local differences are necessary.