We are not about taking over your business, crowding your servers, injecting
downtime to your cycles or draining your already short resources. We are all about
incremental stages that make sense to you and your business. There
is no advantage to rushing in without a full understanding of your current system,
what your position is and where the business wants to go.
Our implementation process for Microsoft Dynamics CRM will typically be an agile
version of Microsoft approved SureStep methodology which we have adjusted for speed
and flexibility:
- Diagnostic - definition of pain points and scope of project
- Analysis - definition of all processes and business requirements
- Design - design of how the business requirements will be implemented
in the smartest and fastest fashion
- Development - the actual development, customisation and integration
of all business requirements including importing your existing data
- Deployment - going live with the new solution including training
of users and administrators and floor walking
- Operation - providing on going support and following up on potential
challenges as and if you run into them
A truly successful solution can only be achieved through clear
communication and acknowledgement of you and your businesses needs:
- Define what success looks like - It needs to be clear what your business expects
to achieve from the implementation
- Don't bite off more than you can chew - Be realistic in your project plan and build
in reference point that measure the distance from now until a successful project
- Start small, dream big - People lose interest in projects that are not visible and
go on for months. Plan your implementation in logical intervals
- Be lean - Involve everyone relevant and no one irrelevant in the project