CRM is about relationships, and not about technology. More important than any specific feature or function is the ability for the CRM solution to model the business processes that give your organization a competitive edge in the marketplace. Defining and streamlining your business workflow is what truly enables you to overcome the issues you intend to solve by implementing a CRM solution in the first place - namely, facilitating the exchange of information and improving the profitability of relationships between employees, customers, prospects, and partners.
Our Business Strategy workshop lays the foundation for a successful CRM implementation. During facilitated sessions with your key business stakeholders, we define the project vision and objectives, critical success factors, and key business processes that make your business successful. This foundation enables us to define with your team the critical factors that will be used to successfully select, implement, and deploy CRM solutions.
There are three phases of the Business Strategy workshop:
| Preparation |
Green Beacon, in conjunction with your project stakeholders, will review existing business process documentation, application data, and functional documentation. This information will be used as a baseline for interviews with key personnel to develop a high-level definition of existing systems, integration processes, and enterprise reporting requirements. |
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Strategy
Workshop |
Green Beacon then conducts a series of facilitated workshop sessions with your stakeholders to confirm the project vision, organizational business processes, key performance indicators, and critical success milestones. The joint team will prioritize project requirements, defining both the project scope and the key metrics that will be used to measure the success of this initiative. Green Beacon will also meet independently with IT resources to identify any technical architecture that may be recommended in order to facilitate the solution. Using this information, Green Beacon works with the project stakeholders to prioritize requirements by business value to the organization, which serves as the foundation for an iterative development plan. |
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| Presentation |
Upon the completion of the workshop sessions, the Green Beacon team compiles the outcome of the strategy engagement into a Business Requirements Specification. This document provides a detailed description of the objectives, processes, prioritized requirements, and a phased, iterative project implementation plan.
- If you have already selected a CRM solution, then the Strategy deliverables are used to validate the selection by mapping high-priority requirements to product functionality. Click here to read more about our Implementation Methodology.
- If you have not selected a CRM solution, then the Strategy deliverables can be used as part of a Product Selection process as both the functional project definition for the various vendors to review, and as the basis for evaluating which product best fits your organization. Click here to read more about our Product Selection solutions.
 Microsoft_Dynamics_RoleTailored_Business_Productivity_whitepaper.pdf
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