Engineering Innovation Planner

EIP

Execution is Everything.

Why EIP

One workflow from the first idea to the invoice

The EIP brings together what today sits on separate islands — project management, CRM, CPQ and ERP. The four silos become a single data stream that flows through without a break.

The problem today

Data is often captured multiple times and drifts apart.

  • Data is captured multiple times and drifts apart
  • Connections have to be established by hand
  • Project budgets, opportunities and metrics live scattered
  • Transparency and controllability are lost
The answer: EIP

One object, one truth, one flow

  • Each object exists exactly once — no duplicate capture
  • Everything is linked: navigable from task to product
  • Roles instead of duplicates — context decides, not copies
  • Full transparency all the way to order intake
The continuity

Ten stations, one string of pearls

The EIP guides users and working groups through the entire process in a structured way. Each station generates data that the next one reuses immediately — nothing is captured twice.

01

Registration

From a single email a complete company tenant grows.

02

Accounts & Contacts

Companies and people — cleanly classified, never duplicated.

03

Projects

The command bridge for team, budget, funding, gates.

04

Products

From the project the products mature — each with its own status.

05

Marketing

The rim of the funnel: visibility and first metrics.

06

Lead management

The first spark — PPMT-qualified and scored.

07

Opportunity

The concrete opportunity with buying center and forecast.

08

Tasks & Tickets

The muscles: work through, calculate, close.

09

Gates & Milestones

Locks with GO / pivot / stop and SMART goals.

10

Dashboard & Invoice

The cockpit shows impact — the crowning result is the invoice.

Key Features

All 16 service modules at a glance

The EIP bundles 16 service modules in a single data model — deliberately lean in every field, strong in the linking. Each module generates data that the next one reuses immediately.

01

Registration & Onboarding

From a single email a complete company tenant grows.

02

Roles & Permissions

Permissions hang on roles — simple and traceable.

03

Accounts

Companies and institutions, cleanly classified and filterable.

04

Contacts

People with title normalisation for real comparability.

05

Projects

The command bridge for team, budget, funding and gates.

06

Products

From projects, products mature with status and target markets.

07

Lead management

PPMT qualification, budget signal and last activity.

08

Opportunity management

Buying center, phase weights and weighted forecast.

What sets EIP apart

No single data field is special, the linking is.

The EIP is deliberately lean in the individual fields. Its strength lies in connecting all modules into a single data model. Four characteristics that other solutions do not offer this way.

01

Seamless data workflow

From registration to invoice without switching systems. Others connect CRM and PM via interfaces — the EIP knows no seam, because everything lives in the same model.

02

One object, one truth

Master data exists exactly once, no sync conflicts between silos. Questions like “Which accounts are interested in which product?” are answerable without detours.

03

Roles instead of duplicates

An account carries no fixed label. Customer, supplier, competitor or funder — the role emerges from context. That keeps the model lean and true to reality.

04

From task to calculation

Actual hours × hourly rate against the budget: every task becomes a measurable value contribution, every project recalculable — visible directly in the cockpit's finance mode.

Integration & Interfaces

Open to your system landscape — no data break

The EIP is a closed workflow, but not a closed system. Through open interfaces, information flows in and out dynamically. Instead of isolated solutions, an overall picture emerges with high data consistency.

REST API

Standardised data exchange with ERP, CRM, PIM and other systems — back and forth, without media discontinuity.

MCP server

Connect modern AI agents and tools via the Model Context Protocol — the EIP becomes part of your automation.

AI interfaces

Via AI APIs the entire process is supported, enriched and accelerated — from qualification to forecast.

Consistency without break

Information is integrated dynamically instead of copied. The result: a consistent overall picture and high compatibility.

The cockpit

One dashboard, four quadrants, one way to read.

The control dashboard is the turbine above the data pool: every metric draws its water from the app. Four quadrants — KPIs, Marketing & Awareness, Lead management, Opportunity — each metric as a row target | actual | variance | signal.

The crowning figure stays visible at all times: order intake. At a glance you can see whether the engineering-innovation process is having an effect — with signals from green through amber to red.

Project · Modular series M4
Gate 3 · Development
Lead KPI · Order intake
€ 480k / 600k
Weighted forecast
80 %
KPIs & Finance
MetricTargetActual
Order intake600k480k
Budget usage70%66%
Gates reached43
Marketing & Awareness
MetricTargetActual
Reach12k14k
Campaign leads12092
CPL€40€58
Lead management
MetricTargetActual
Qualified leads6057
Budget signal +2518
Conversion35%31%
Opportunity
MetricTargetActual
Pipeline value1.2M1.3M
Wtd. forecast600k480k
Win rate40%27%
on targetwatchact
Your benefit

What the EIP measurably improves

Low-threshold, self-explanatory, fast and trustworthy — and highly transparent in the sum of its data. The EIP guides you through the entire project in a structured way.

Transparency at the push of a button

Everyone involved sees at any time where the project stands, which tasks are open and which gates have been reached.

No double work

Captured once, available everywhere. The seamless data flow replaces manual transfer between tools.

Control instead of gut feeling

Stage-gates with GO / pivot / stop and a row-based signal system make every decision fact-based.

Recalculable value contribution

Hourly rates, actual hours and budgets make every task and every project calculable — down to the margin.

Low-threshold & self-explanatory

Proven standard fields from Salesforce, HubSpot and Jira — deliberately lean, with a built-in wiki as a map.

Scalable as SaaS

Multi-tenant from the start: a dedicated, strictly isolated data space per company — as a product for third parties too.

Delivery in three stages

First the current flows — then it widens

Guiding idea: better a narrow but complete workflow from project to order intake than perfect individual modules with no connection.

Stage 1 · MVP

The seamless workflow

  • Registration, tenant, roles & permissions
  • Accounts, contacts, projects, products
  • Lead & opportunity management with PPMT and forecast
  • Tasks, gates, SMART milestones, recalculation
  • Final dashboard incl. KPI control
Stage 2 · Deepening

More depth & comfort

  • Tenant join & company-data enrichment
  • Account hierarchies, permission profiles
  • Copy functions, timeline / Gantt
  • Foreign currencies, invoice view
  • Exports, imports, extended history
Stage 3 · Expansion

Opening & automation

  • Full funnel view & analytics
  • Business-card OCR
  • Open REST API, calendar subscription
  • Onboarding assistant & course mode
  • Document versioning
Execution is Everything

Turn this attitude into a system.

The EIP makes engineering innovation controllable — create, work through, close, write the invoice. Experience the seamless workflow in a personal demo.

Request a live demo