Our Project Methodology
We implement only what you need now, but ensure we build your system for your business's future growth. This saves you valuable time and money.
Depending on where you are in your CRM journey - getting out of excel and needing a system, expanding your current system, in need of an audit of your existing system (to determine growth capabilities or to review a failed implementation) we have the experience to help.
Our successful agile methodology focuses on your business outcomes and will have your CRM solution up and running fast. Let us discuss your needs, understand your concerns and find a phased approach to help your team hit the ground running. Our fixed fee engagements help you with your budget and ensure a timely deployment. Your involvement throughout the project will ensure you can support your system moving forward.
What To Expect
Step 1: Understanding Your Business Outcomes
Step 2: Deploy
Step 3: Final Testing & Training
After configuring your Dynamics 365 system, we will conduct an end to end system review. We will capture any final changes during this session, and make any necessary changes. This should be a minimal list due to the involvement of the core project team throughout the implementation. Once the final punch list is complete, and final testing is complete, the system will be Ready for Training. Before go-live, we’ll conduct training for your organization or you may choose to train your team along with our guidance.
Step 4: After Go-Live & Support
We believe technology has the potential to shape the future of business. We can support your digital transformation through software solutions that meet your strategic goals and achieve your vision.