Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Microsoft Dynamics CRM- Customer Testimonial by eBRC

1,283 views

Published on

find more about Business Case Testimonials at
www.nerea.com

Published in: Technology
  • Be the first to comment

  • Be the first to like this

Microsoft Dynamics CRM- Customer Testimonial by eBRC

  1. 1. Resilience Services<br />ebrc– 10 years of innovation<br />David Foy<br />Business Consultant<br />
  2. 2. Company Profile<br /><ul><li> 100 staff
  3. 3. World-class Data Centres up to Tier IV certified
  4. 4. High density hosting services
  5. 5. Managed hosting services
  6. 6. High bandwidth European business zone access
  7. 7. Largest carrier hotel in Luxembourg
  8. 8. Cloud & Saas solutions
  9. 9. Professional of the Financial Sector (PSF)</li></ul>Local Market Awards<br />EUROPEAN Awards<br />2008 Best DataCenterOperator Europe<br />2009 Best Risk Mitigation Services Provider<br />2009 Best Managed Services Provider<br />2010 Best RegionalEuropeanDataCentreFacility<br />2008/9 Best Hosting& Managed Services Provider<br />2007/8/9 Best Information Security & Data Management Company<br />2010 Oustanding Contribution to Luxembourg ICT<br />2010 Best Commitment for European Data Centre Services<br />Certified ISO/IEC 27001:2005<br />
  10. 10. Target: Resilience as a Service<br />ebrcprovides advanced solutions based on 2 main business lines:<br /> Business Continuity<br />How can you ensure the business continuity in case of major operational risks?<br />By preventing and mitigating operational risks.<br />Business Agility <br />How can you transform your company into an agile organisation capable of evolving swiftly and cost-effectively in any circumstances - not just disasters?<br />By focusing on your core business and outsourcing part or all of your Information Communication Technology.<br />Solutions are “On demand” and in line with the business needs and the regulatory constraints.<br />
  11. 11. Scope, approach…<br />
  12. 12. 5<br />Project Presentation<br />Project scope<br />Structured and centralised contact database<br />Sales lifecycle management<br />Built in Marketing Flow<br />ExecutiveReporting<br />Automation of simple – but time consuming– tasks<br />Objectives<br />Provide a centrally managed environment to facilitate sales management<br />Facilitate sales cycle and reporting<br />Normalise and standardise data<br />Assumptions<br />Availability of actors<br />Base functions of CRM withminordevelopments<br />Solid scope document<br />
  13. 13. 6<br />Project Presentation<br />In Scope<br /><ul><li>- Customer management
  14. 14. - Sales process from prospect to signature
  15. 15. - Marketing database, events and mailshots
  16. 16. - Data Management</li></ul>Out of scope<br /><ul><li>- External interfaces
  17. 17. - Internal management workflows
  18. 18. - Complex Workflow</li></ul>Ideas<br /><ul><li>- Changes to scope will not be considered but noted for future dev.</li></ul>Define direction and stick to it<br />
  19. 19. 7<br />Project Presentation <br />Objectives<br />Increaseproductivity<br />Adapt the software environment to current standards<br />Centralize the information<br />Simplifyinternal collaboration<br />Increase the efficiency of the filing<br />Prepare for the integration of SharePoint<br />Or<br />Outputs/Products<br /><ul><li>Installation of a central repository for client interaction
  20. 20. Streamline sales processes
  21. 21. Migration of someprocessesfrommanual to paperless
  22. 22. Template automation
  23. 23. Executive reporting</li></ul>Keep It Short and Simple<br />
  24. 24. Who’s the boss?<br />Define a Master User<br /><ul><li>From the business unit
  25. 25. Point of Reference for Workflow
  26. 26. Knows the business rules
  27. 27. Avoids contradiction from end users
  28. 28. Master User defends workflow at GM Level
  29. 29. Responsable for the Results!</li></li></ul><li>Timeline<br />Time Line<br /><ul><li>27 August 2009 Kick Off
  30. 30. Aug – Dec Workshops with MUT and Dev team
  31. 31. 14 December Information Session
  32. 32. 16 December Sales/Marketing User Training
  33. 33. 18 December Support User Training
  34. 34. 21 -31 December UAT
  35. 35. 01 January 2010 Reporting / Adaption / Migration
  36. 36. 30 January 2010 System FREEZE, Input of Live Opportunities
  37. 37. 01 February 2010 CRMv4 LIVE with current data</li></li></ul><li>Sales Workshops<br />208 Hours to design workflow<br />Marketing Workshop<br />40 Hours to design workflow<br />Management signoff of theoretical flow<br />8 Hours<br />System driven workflow signoff<br />16 Hours<br />Development ‘on the Fly’<br />Offline Development<br />75 Hours<br />Documentation and User Guide<br />40 hours<br />Put in the hours to save time later<br />InternalWorkload<br />
  38. 38. Design customisation<br />
  39. 39. Points to watch<br /><ul><li>Business driven
  40. 40. Data Quality
  41. 41. User adoption
  42. 42. Process mapping
  43. 43. Security profiles
  44. 44. Coaching, coaching, coaching</li></ul>Make or break time!<br />
  45. 45. Results<br />Reduced lead time on sales cycle<br />Centralised quote management<br />Maintainable processes<br />Formal service catalogue<br />Enhanced reporting<br />Greater security of sensitive data<br />A good foundation to integrate other processes……<br />

×