Step 1 Welcome & company Core
- You
- You answer in plain language
- Susi
- Susi asks company, industry, team
- Outcome
- Basics set — no form marathon
Nine steps with Susi Set up Heini?
Set up Heini?
Grab a coffee.
Nine core steps — extras only when your business needs them.
Susi walks you through step by step: company, connections, team, products, voice, approvals — until your colleagues are live. No workshop, no IT department. I save automatically — you can pause any time.
First conversation. Then the centerpiece.
Nine core steps always run. In step 4, HEINI merges your product sources — proprietary process, not an integration project.
- 1 Start
- Coffee break
- 4 Merge products
Step 4 Merge products Centerpiece
- You
- Review 7 cases — when Susi is uncertain
- Susi
- 312 items merged — proprietary process
- Outcome
- One catalog from ERP, shop and PIM
- 312 merged
- 7 to review
- 0 lost
The nine core steps
What Susi walks you through.
Step 4 is the centerpiece: merge products from ERP, shop and PIM — proprietary process. Extra steps such as ERP data migration only when your business needs them.
- 01
Welcome & company
Company data, industry, team size — Susi sets the foundation.
- 02
Connections
ERP, shop, accounting, email — OAuth or vault, with your approval.
- 03
Team & roles
Directory sign-in, role mapping, seats — who sees and approves what.
- 04
Merge products
Centerpiece: ERP, shop and PIM into one catalog — proprietary process. Susi merges, you only review uncertain cases.
- 05
Web presence
Shops, domains, sales advisor — when your setup needs it.
- 06
Brand voice & tone
Address and tone for all colleagues — set once, consistent everywhere.
- 07
Business rules & approvals
What HEINI may prepare — approval-first in plain language, not in code.
- 08
Where may HEINI assist?
Configure assistance — prepare yes, deciding stays with you.
- 09
Finish
Colleagues live, first suggestions in the approval inbox — you are in.
Instead of six weeks of introduction project: one coffee break — and your new colleagues are here. No IT department, no setup fee.
Trust
You start — HEINI stays traceable.
Single-tenant on Hetzner in Falkenstein, own encryption per account. What HEINI prepares, you approve. Every step in the audit-proof log.
Servers: Falkenstein Approval-first No IT project
Susi is waiting.
See the onboarding live — 30 minutes, on your real business.