System Design

 

Our System Design & Consultancy Services are the backbone to the way your CRM solution will work. Following the advice and planning of your chosen CRM solution we deliver the thought around your requirements and the know-how of a proper design when setting up the software to support your business.

 

System Design

 

The functional needs and complexities of a CRM solution vary from customer to customer so we adapt the way we design a CRM system to the scope of works and the culture of the business receiving it. This ensures your CRM solution is built by us in an efficient and cost effective way.

Workflow Analysis (Business Needs Analysis)

  • We fully appraise and assess your business and requirements
  • We map your processes and highlight improvements where necessary
  • We identify and instigate the catalyst for change by bringing your people together throughout this process

Prototype Build (System Build / Design / Prototyping)

  • We design and configure the CRM software ready-for-use
  • We scope and complete customisations, developments and integrations that may be part of the solution
  • We build the prototype of the system, testing various business scenarios for practical acceptance
  • We give you access to the system to evaluate yourself
  • We assess your data and decide with you what needs to be migrated to the CRM system. We map the data components for migration and identify any areas for improvement, to ensure the data is clean, accurate and ready for importation

Testing & Approval

  • We test key business scenarios to ensure the system design does what it is supposed to
  • We get you involved with testing the system yourself to ensure you are happy with the design
  • We present the prototype system to you and your people to gain your approval

Accept & Prepare for Implementation

  • We work with you in organising your people to help support the business change
  • We support your investment by gaining buy-in from your team, preparing them for change
  • We plan the go-live schedule with you, tailoring it where necessary to support your business