Customization
Business Systems Customization - Temple Town Technologies Docs
Adapt planning, reporting, and collaboration workflows to align with organizational operating model and decision-making rhythm.
No two organizations operate the same way. Customization is vital for systems to reflect how decisions are actually made, enabling practical execution, alignment, and a self-correcting operational model.
Planning Workflows
Tailor workflows to organization’s priorities and rhythm:
- Demand planning — align forecasts with market demand and business objectives
- Supply & production planning — ensure resources meet demand & operational needs efficiently
- Financial alignment — connect budgets, forecasts, and KPIs for actionable insight
- Scenario evaluation — model alternative outcomes to guide strategic decisions
Design workflows around actual business processes, and implement repeatable execution systems.
Reporting Views
Configure reports to deliver actionable insights to stakeholders:
- By role — executive dashboards, planner summaries, operational line items
- By level — aggregated overviews vs detailed data for analysis
- By frequency — operational updates for teams, strategic insights for leadership
This approach reduces information overload while maintaining transparency, traceability, and data-driven decisions.
Collaboration Models
Define how teams operate together for aligned execution:
- Integrate sales, marketing, operations, and finance workflows
- Structure review meetings, check-ins, and decision checkpoints
- Establish decision sign-off and escalation points
Collaboration frameworks foster shared understanding, accountability, and fewer execution conflicts, creating a self-correcting organizational rhythm.
Next Steps
- Continue to Enterprise Checklist for structured readiness and assessment
- Review Configuration to confirm system setup
- Check the docs FAQ for common questions and best practices