Online wizard for facilitating methodology implementation

A computer-implemented method for facilitating creation of a methodology implementation that supplements a business application, the method comprising:

• providing a wizard interface to a user;
• receiving from the user, through the wizard interface, a collection of responses to requests for information about the methodology implementation;
• generating a series of asynchronous calls that collectively represent a request for a subset of a collection of documents and related metadata included in a comprehensive customer engagement methodology, the subset being determined based in part on said collection of responses;
• and
• receiving, in response to the series of asynchronous calls, the subset of the collection of documents.

A computer-implemented system for facilitating creation of a methodology implementation that supplements an enterprise resource planning and/or customer relationship management (ERP/CRM) application, the system comprising:

• processor that is a functional component of the system;
• an online interface that receives, from a user, a collection of responses to inquiries for information about the methodology implementation;
• a filtering component that generates, based at least in part on the collection of responses, a request for a subset of a collection of documents and related metadata included in a comprehensive customer engagement methodology;
• and
• a methodology implementation creation component that creates an ERP/CRM methodology implementation using the processor so as to include the subset of the collection of documents and related metadata received in response to the request generated by the filtering component.