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MICROSOFT CRM INSTALLATION AND IMPLEMENTATION SERVICES
Attaining a Customer Relationship Management solution that optimizes business
performance requires more than just the selection and installation of the right
software application. It also requires planning and configuration to map the
functionality needs of the business to that of the application. It requires training
users and administrators and possibly the migration of legacy data. It may even require
some level of integration with other applications and possibly application customization
to meet unique mission critical business requirements.
SalesMetrix assists our clients in achieving the most value from their CRM solutions by
applying a coordinated series of best practices through all of the stages of their
system deployment. These general stages are defined below:
Requirements Definition
Defining the specific business requirements, and designing a detailed implementation
plan that meets these requirements, is crucial to the success of any business system
deployment. To accomplish this, SalesMetrix employs various techniques such as
executive workshops, system walkthroughs, and conference room pilots that allow us to
identify inefficiencies in the existing systems and processes, mission critical
functions, system inputs, system outputs, existing reports, potential interfaces, and
process dependencies. With this information we clearly identify immediate and long-term
opportunities for improving overall business operations.
Projects lacking an proper requirements definition often experience iterative loops
through the implementation activities as the project team attempts to hit moving
requirements targets. Fixing the list of requirements during the requirements
definition phase therefore represents a prime opportunity to manage the project's cost
and delivery date.
Project Planning and Management
A successful system implementation requires effective planning, coordinated execution,
and timely communication. To facilitate this, SalesMetrix establishes detailed project
plans that identify specific tasks, responsible personnel (including client involvement),
critical milestones, and timelines for each phase of the implementation project. The
SalesMetrix engagement manager works closely with the client sponsor to review work
progress, budgets, and schedules. By applying these systematic project management
principles throughout the project, SalesMetrix can significantly increase the
cost-effectiveness and speed of the overall implementation engagement.
Implementation and Training
SalesMetrix's implementation phase engages a series of experience-driven practices that
facilitate rapid and cost effective implementations. Implementation activities
including system installation, setup and configuration, systems integration, data
conversion, and software customization, are followed by comprehensive testing processes
that validate transaction flows, and data integrity.
SalesMetrix conducts both hands-on and classroom training to prepare users for go live.
To aid in effective knowledge transfer and retention, custom procedures manuals can be
generated to document business processes and user workflows. At the end of the
implementation phase a "critical success factor" review process is conducted to ensure
that all objectives and functionality requirements have been met.
Going Live
Upon "Go-Live" day, system users are now ready to enter "live" transactions into the
system. It is at this time that user acceptance of the newly implemented system is most
critical. During this phase we will work closely with system users to minimize the
challenges that users face when using the new system. SalesMetrix makes sure that
end-users are comfortable in processing their business transactions and performing their
everyday system functions. We also assist clients with any system issues that may be
encountered and help them verify the integrity of their data. During this time,
SalesMetrix also monitors and optimizes the performance of the system under live
conditions.
Ongoing Support
Our commitment to our clients does not end when we complete an implementation project.
To ensure our clients maintain their competitive advantage by staying at the forefront
of technology, SalesMetrix conducts advanced training courses, ongoing system
maintenance and upgrades, annual system reviews, and periodic users group sessions. We
also provide on-site support, and extended hour help desk support services that give our
clients the ability to obtain maximum value from their Microsoft CRM investment.
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