Use proven diagnostic and optimization services to keep your Pivotal CRM system running smoothly and at optimal performance

1. Pivotal® Performance Health Check Services
Use proven diagnostic and optimization services to keep your Pivotal
CRM system running smoothly and at optimal performance
Enhance system performance and realize Leading industry analysts predict that over the next five years the shelf
more value from your investment.
life of the average business process will decrease by 50%. What are
• Optimal configuration of your CRM system you doing to keep your system tuned for optimal performance through
• Improved performance and reliability accelerating rates of change?
leveraging best practices
Is your CRM system performing as well as it could be? CRM systems, much like our cars,
• High user adoption rates through
our homes, even our health, require maintenance and tuning to continue to run at peak
streamlined usage patterns
performance levels.
• Expert knowledge transfer to educate
technical staff Faced with continuous change to your technology, network, user community, and business
processes, the performance of your CRM system can begin to suffer over time. Pivotal
• Proven methodology from insight gained Performance Health Check Services are designed to help optimize your environment and
in many previous deployments adjust to these changes.
• Lower total cost of ownership and more Pivotal CRM customers use our Performance Health Check Services for different reasons. Some
value from your system—sooner have experienced slow form displays within Pivotal Rich Client; others have experienced slow
To learn more about Performance performance over their WAN, slow mobile synchronization times, or data hygiene issues on mobile
Health Check Services and how it can address devices. In most cases, they simply don’t have the resources or the expertise to ensure an efficient
your firm’s unique needs, call +1 877-PIVOTAL and optimally functioning system. Through Pivotal Performance Health Check Services, they have
(+1 877-748-6825). been able to take advantage of all of their system capabilities and have increased productivity and
the value they provide to their customers, partners, and employees.
Every Pivotal CRM system, regardless of size, complexity, or maturity, can benefit from these
services. Whether companies want to proactively prevent problems prior to implementation,
optimize performance after deployment, or get into the habit of regular tuning and maintenance
to keep up with the pace of change, we can provide the recommendations you need to keep
your systems running smoothly. We mitigate the potentially damaging effects of unidentified
issues that impact user adoption. And we move your system closer to meeting your overall
business objectives.
There are many possible ways to optimize CRM systems. But first it is necessary to determine the
exact state of your company’s systems before making crucial optimization decisions. Using the
right strategy, you can make necessary investments and adopt best practices while reducing the
total cost of ownership. Pivotal Performance Health Check Services include a complete analysis
of your current technology situation. In only five days you get an overview of your system and
a proposal that ensures the optimal performance, stability, and reliability of your CRM system.
Better Performance, More Value
Pivotal Performance Health Check Services are diagnostic and optimization services designed
to identify factors that could impact the success of your implementation—in just five days. This
service provides a thorough infrastructure review of your Pivotal CRM system, including your
servers, network, and clients. It’s designed to identify and correct configuration issues that impact
system performance. And it provides a plan of action for any changes to your Pivotal Business
Module. Pivotal Performance Health Check Services are available to optimize performance for
Pivotal Rich Client and Pivotal Business Server, Pivotal SyncStream, and Windows Access and
Business Module deployments.
Used as a measure to prevent problems prior to implementation, resolve issues after deployment,
and generally keep the system “in tune” over time, Pivotal Performance Health Check Services
maximize the performance of your systems. Ultimately we ensure your organization’s CRM
investment meets the performance and reliability expectations your users demand. Using proven
methodologies and best practices, Pivotal CRM’s qualified technical experts help ensure that you
realize the greatest value from your CRM investment.
Pivotal CRM | Pivotal Professional Services

2. Improved Performance, Stability, and Reliability
The Health Check begins with a detailed review of your system’s configuration settings,
performance, and operating procedures. Our team of technical experts—including Pivotal CRM’s
Professional Services team, R&D, and Global Technical Support—troubleshoots errors, identifies
risk areas, investigates the cause of problems encountered, makes recommendations, and
optimizes as directed to improve system performance.
At the highest level, our objective is to identify and fix any configuration issues onsite. We provide
a report that details how your Pivotal CRM system is configured, the changes that were made
to improve the system, and a recommendation for short- and long-term improvements. We
outline every test performed, identify end-user performance and usage patterns, and provide
recommendations to improve performance and enhance the user interface. We advise you on the
Pivotal roadmap and ensure your solution aligns with plans for future growth. Finally, we leave you
with the tools and education your team needs to conduct follow-up performance testing and to
analyze and compare effectiveness to your baseline results.
Low-Risk, Fixed-Fee Service
We deliver a comprehensive evaluation on a predictable fixed-fee, fixed-time basis. You know the
exact scope and cost of the project, with no unexpected surprises. We can help you enhance the
performance of your existing system and give you the best results—fast.
Complete Analysis in Five Days
Plan - Day 1
Provide a working agenda that defines the scope of the analysis and actions for the next four days.
Diagnose - Days 2-4
Review systems onsite or through an off-site virtual visit.
• Gather information, analyze, and diagnose.
• Review your system’s configuration settings, performance, and operating procedures.
• Troubleshoot errors, identify risk areas, investigate the cause of problems, and
make optimizations.
• Fix configuration issues while onsite.
• Prepare a detailed report covering:
• Pivotal system configuration
• Changes made to enhance performance
• Recommendations for short- and long-term improvements (optimizing your system)
Recommend - Day 5
Develop and document technical recommendations that maximize performance, stability,
and reliability.
• Document recommendations to improve performance and enhance the user interface.
• Document business function alternatives.
• Provide an estimate of performance gains.
• If requested, we can provide you with an estimate to assist in implementing our recommendations.
Review - Day 5
Presentation of the Pivotal Performance Health Check Report and a complete review of the findings.
• Review the business module, research, and documentation.
Educate - Day 5
Provide education services and diagnostic tools to perform follow-up performance testing.
Pivotal CRM | Pivotal Professional Services

3. Three Major Areas are Targeted
Business Process
• Outline three to five of your most critical business processes.
• Understand what actions your end-users commonly perform, then focus and document how
these processes effect UI performance.
• In Pivotal Rich Client and Pivotal Business Server Optimizations, we determine the size of
your system’s data packet, performance bottlenecks, and information on how the system
uses the network. Pivotal SyncStream Optimizations include only those components that
affect Pivotal SyncStream.
Business Module
• Review the business module to determine whether customizations are meeting business-process
needs based on what was learned from evaluating business processes.
• Perform a business-module review to determine the source of any slow performance issues.
• Provide recommendations to correct customization-related performance issues.
• For Windows Access and Business Module Optimizations, the focus is on UI performance and
naming conventions.
• For Pivotal SyncStream Optimizations, the business module is reviewed for best practices in
security filters, territory management, and customization effects on Pivotal SyncStream.
Architecture
• Review each software component to ensure complete compatibility. Includes the web server,
database, application server, service packs, and hot fixes for your operating system and all Pivotal
and non-Pivotal software.
• Implement best practices of configuration settings for Pivotal CRM and non-Pivotal CRM software.
Optimization in Seven Steps
Pivotal Performance Health Check Services provide a foundation from which you can
plan and implement CRM solutions that deliver the value and performance you require.
We can help you optimize your systems in seven steps. Each step is composed of multiple
results-focused steps that simplify, define, and help organizations implement even the most
complex optimization initiatives.
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Review a Document Document the Analyze and Develop Review Receive
detailed plan system issues. system’s document SQL performance - diagnostic customer
of action. customizations, performance; tuning tools and acceptance
key configura- interaction with recommenda- techniques. and sign-off.
tions, system application tions.
integrations, and database • Formalize
and workflows. servers; network and
performance; document
and system recommenda-
integration. tions.
• Conduct
a recom-
mendation
briefing.
Pivotal Professional Services
Pivotal CRM strives to help organizations achieve meaningful CRM results by delivering a
collaborative and flexible set of services that are designed to meet the unique requirements of
each Pivotal CRM customer. Drawing on our extensive technical and industry knowledge and
proven methodologies, we give companies the speed and predictability of a CRM solution
completed on time, on budget, and customized to each customer's unique way of doing business.
Learn more about the wide range of implementation, optimization, and upgrade services that
accelerate and increase return on your Pivotal CRM investment, while reducing total cost of
ownership. Contact us at +1 877-748-6825 or accountmanagement@pivotal.com. Customers
outside of North America should send an e-mail to professionalservices@pivotal.com.
Take the Pivotal Step with Pivotal® Performance Health Check Services
Contact a Pivotal CRM representative today to learn more about how Pivotal CRM can address your unique needs. Call +1 877-PIVOTAL
(+1 877-748-6825) or visit us at www.pivotal.com.
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