MS Dynamics CRM Implementation Scenarios

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MS Dynamics CRM Implementation Scenarios

  1. 1. Sure Step Methodology Implementation scenarios for Microsoft Dynamics CRM
  2. 2. Agenda <ul><li>Overview of implementation scenarios </li></ul><ul><li>Standard implementation project </li></ul><ul><li>Analysis implementation project </li></ul><ul><li>Rapid implementation project </li></ul><ul><li>Optimization project </li></ul><ul><li>Upgrade project </li></ul>
  3. 3. Overview <ul><li>Depending on the size of the organization, complexity of requirements or customizations, multiple locations, we can adopt one or more of the implementation project type given below. </li></ul><ul><li>Implementation projects </li></ul><ul><ul><li>Standard implementation project </li></ul></ul><ul><ul><li>Analysis implementation project </li></ul></ul><ul><ul><li>Rapid implementation project </li></ul></ul><ul><ul><li>Optimization project </li></ul></ul><ul><ul><li>Upgrade project </li></ul></ul>
  4. 4. Standard Implementation <ul><li>Diagnostic </li></ul><ul><li>Full implementation </li></ul>
  5. 5. Analysis implementation <ul><li>Diagnostic </li></ul><ul><li>Analysis </li></ul><ul><li>Implementation </li></ul><ul><li>Characteristics </li></ul><ul><ul><li>Highly complex business requirements </li></ul></ul><ul><ul><li>Large enterprise level implementations </li></ul></ul><ul><ul><li>In depth gap fit analysis </li></ul></ul><ul><ul><li>Based on analysis, customer might end the project </li></ul></ul><ul><ul><li>Multiple project proposals </li></ul></ul><ul><ul><li>Proposal for Diagnostic phase </li></ul></ul><ul><ul><li>Proposal for analysis phase </li></ul></ul>
  6. 6. Rapid implementation <ul><li>Diagnostic </li></ul><ul><li>Rapid implementation </li></ul><ul><ul><li>Simple modifications </li></ul></ul><ul><ul><li>Out of the box functionality </li></ul></ul>
  7. 7. Optimization & upgrade <ul><li>Only Analysis </li></ul><ul><li>Standard implementation if complex </li></ul>
  8. 8. Complex rollout scenarios <ul><li>Phased implementation </li></ul><ul><li>Template rollout </li></ul><ul><li>Pilot rollout </li></ul><ul><ul><li>Does not support program level planning </li></ul></ul><ul><ul><li>Multiple implementations at different sites </li></ul></ul><ul><ul><li>Each is manged like a standalone project </li></ul></ul><ul><ul><li>High level program management function </li></ul></ul>
  9. 9. Phased implementation <ul><li>Implementing to multiple sites and divisions </li></ul><ul><ul><li>Head quarters </li></ul></ul><ul><ul><li>Branches </li></ul></ul><ul><li>Implementing to multiple functional areas </li></ul><ul><ul><li>Sales, marketing, service </li></ul></ul><ul><ul><li>Complex customizations and business process </li></ul></ul><ul><li>Implementing for different legal entities </li></ul><ul><ul><li>Operation of multiple subsidiaries </li></ul></ul><ul><li>Implementing for new acquired company </li></ul>
  10. 10. Template rollout <ul><li>Implementation template </li></ul><ul><li>No go live/Go live </li></ul><ul><li>Template rollout at various sites using rapid implementation </li></ul><ul><li>When ? </li></ul><ul><ul><li>Head quarters and branches </li></ul></ul><ul><ul><li>CRM to MS CRM </li></ul></ul><ul><ul><li>Non CRM to MS CRM </li></ul></ul>
  11. 11. Pilot rollout <ul><li>Pilot location </li></ul><ul><li>Define a implementation template during the operations phase </li></ul><ul><li>Rollout at other branches with rapid implementation </li></ul>
  12. 12. Best practices <ul><li>Rapid implementation projects </li></ul><ul><ul><li>Scope statements </li></ul></ul><ul><ul><li>Set expectations </li></ul></ul><ul><li>Phased implementations </li></ul><ul><ul><li>Mid project upgrades </li></ul></ul><ul><ul><li>New releases of MSCRM </li></ul></ul><ul><ul><li>Cost of interim integrations </li></ul></ul><ul><li>Pilot rollout implementations </li></ul><ul><ul><li>Timeline </li></ul></ul><ul><li>Customize sure step to include tasks,templates etc </li></ul>

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