Common sources
CRM
Opportunities, activities, stages, owners, customer records and timestamps.ERP
Orders, invoices, transactions, statuses, users and timestamps.Ticketing/service systems
Cases, queues, categories, assignments, resolution events and SLA timestamps.Workflow tools
Task events, approvals, transitions, owners and completion times.Useful fields
Depending on the process:- case or transaction ID;
- activity/status;
- event timestamp;
- user or team;
- amount/category;
- channel;
- outcome;
- exception flag.
Request only what you need
A diagnostic of invoice approval may not need the entire ERP database. Start with the minimum fields that allow the process question to be analysed.Exact supported formats, connectors, volume limits and ingestion workflow are [PRODUCT DETAIL TO CONFIRM].