Working Sessions Designed for Real B2B Complexity
Modern B2B commerce environments are rarely simple.
ERP systems, ecommerce platforms, product data, search, pricing logic, customer workflows, analytics, and operational processes all intersect in ways that create friction over time.
Our Working Sessions are designed to help manufacturers and distributors identify where that friction exists and where meaningful acceleration opportunities can be introduced.
These are collaborative sessions involving both business and technical stakeholders. Together, we review current workflows, architecture, operational processes, customer experience challenges, product data quality, search effectiveness, integration patterns, and AI enablement opportunities.
The goal is not to produce theoretical recommendations. The goal is to uncover practical opportunities that improve operational efficiency, customer experience, scalability, and revenue performance.
Sessions often lead to clearer prioritization, better cross-team alignment, and a more actionable understanding of how content, commerce, product data, workflows, and AI initiatives should work together.
Turn complex digital challenges into clear, measurable progress:
What We Typically Explore
Working Sessions are collaborative conversations focused on how systems, workflows, and customer experience operate together in practice. Depending on the organization, sessions often include discussion around:
Ecommerce & Customer Experience. How customers navigate product complexity, move through workflows, and interact with the digital experience.
Product Data & Syndication. How product information is structured, managed, enriched, and distributed across platforms and channels.
Search & Product Discovery. How search behavior aligns with customer expectations, buying behavior, and operational realities.
ERP, PIM, CMS/DXP & Integration Architecture. How systems interact across the ecosystem and where operational dependencies create friction or scalability challenges.
Quoting, Pricing & Operational Workflows. How approvals, pricing logic, quoting workflows, and operational handoffs impact both customers and internal teams.
Analytics & Operational Visibility. Where reporting, measurement, and operational visibility gaps exist across commerce workflows and customer interactions.
Workflow Orchestration & AI Enablement. Practical opportunities for automation, workflow orchestration, retrieval systems, enrichment, and operational acceleration.
A Collaborative Operational Session
Working Sessions are designed to be practical, collaborative, and grounded in how organizations actually operate day to day. These are not generic consulting presentations or heavily scripted discovery calls. Sessions are structured around the complexity of the organization, the current systems landscape, operational workflows, and business objectives.
The goal is to create a clearer understanding of:
- where operational friction exists
- where systems become difficult to scale
- where customer experience gaps emerge
- where workflow inefficiencies develop
- where practical acceleration opportunities may exist
Recommended Participants
Working Sessions are often most valuable when both business and technical stakeholders are involved. Participants commonly include:
- Ecommerce leadership
- IT and architecture stakeholders
- Product data or PIM owners
- Sales operations
- Customer experience teams
- Marketing leadership
- Operational stakeholders
Typical Outcomes
Organizations often leave Working Sessions with:
- clearer operational priorities
- workflow improvement opportunities
- search and discovery observations
- product data considerations
- architecture insights
- AI enablement ideas
- integration and orchestration observations
- suggested next steps
In many cases, the session also helps create stronger alignment between technical, operational, and customer experience teams.
The insight we received from a single working session was amazing! We understood what was acheivable and had a clear path forward.Scott GarrettDirector of Global Digital Customer Engagement, Nidec
From Working Session to Execution
Some organizations use Working Sessions to validate ideas, better understand operational challenges, or align teams around a clearer view of their commerce ecosystem. Others continue into deeper initiatives involving:
- ecommerce optimization & feature development
- product data modernization
- search and discovery improvement
- workflow automation
- quoting and operational workflows
- AI enablement
- analytics and visibility improvements
- platform and integration strategy
The Working Session helps define the most practical next step based on the organization’s current environment, operational priorities, and growth objectives.
Explore Where Your Commerce Ecosystem Can Accelerate
Whether you are dealing with disconnected systems, product data complexity, search friction, workflow inefficiencies, quoting challenges, or AI enablement questions, our Working Sessions help uncover practical paths forward.