Services
CRM Project Management
I will create your Project Plan and be your main contact point towards the development
team, making sure your goals are achieved in time and within budget. I typically run
implementation projects through the following phases:
- Initiate
- Plan
- Define
- Design
- Build
- Test
- Go Live
- Hyper Care
Capability Maps
I will observe your processes and create a hierarchical Capability Map starting with high- level capabilities all the way down to specific processes, personas and systems used. It is a good practice that they are analyzed based on Maturity and Priority.
- Capability Maps
- Capability Heatmaps with Maturity Analysis
- Capability Heatmaps with Priority Anaysis
User Requirements
I will understand and document your Business Requirements using a technical approach, suitable for software implementation projects.
- Lead/Support workshops with your business teams
- Document your processes using tools such as MS Visio
- User Requirements Document (URS) as base for development
Testing
I will develop a Test Strategy adapted to your business priorities for your software implementation, with the following components:
- Create Traceability Matrix to the Business Requirements
- Create Test Plan
- Create Test Cases
- Lead/Support SIT (System Integration Testing)
- Lead/Support UAT (User Acceptance Testing)
Trainings
I will create Training Materials and organize and lead Training Sessions for your business teams.
- Training Sessions (virtual and in-person)
- Training Materials
Vendor Selections
I will shortlist a list of vendors based on market research and your business requirements and do a comprehensive evaluation of the vendors in order to facilitate your selection of the preferred software vendor.
- Define Business Requirements
- Create Key User Stories
- Shortlist software vendors
- Define the selection criteria
- Scorecard
- Support with vendor negotiations and procurement process
Software Adoption
I will identify the reasons why your teams are not using the software system and improve the adoption via the following methods:
- Interviews and Workshops
- Analyze current processes and way of usage
- Reports to compare post-adoption usage vs pre-adoption
