Diagnostics of business processes
The best thing that can be done before CRM integration in the organization
The main risks for any implementation project are the uncertainty at the start
To give a truthful answer, you need to move from an abstract "CRM" to a specific concept.
Carrying out diagnostics, I will tell you what opportunities are in modern CRM systems out of the box, tell you what requirements you can make quickly and which ones take more time, and help you prioritize, breaking the target project into small steps - reducing the time to first commissioning. And of course, I will announce in advance invisible for business, but the necessary technical requirements and the work of adjacent contractors, saving the project from surprises in the later stages of implementation.
What are the risks for companies that refuse diagnostics before implementing CRM
- Grab the first available solution on the market. And do not find the most effective for their tasks
- Save costs buying the cheapest software. Spend a lot of time and resources on its adaptation and configuration
- Overpay for expensive complex product. Then use only 10-20% of its functionality
- Become a victim of inexperienced integrators. Due to unclear requirements and requests, the inability to clearly describe their business processes
- Choose an unfair integrator. Who does not fulfill obligations, deceives in the contract, does not get in touch, ignores suggestions and comments during the implementation process
- Go beyond the budget and fail the timing of the software deployment. Due to lack of understanding of the project implementation stages and requirements for IT infrastructure of the company
Benefits of diagnostics:
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Identifies the customer's pains
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Gives a clear project content
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Gives an idea of the budget
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Shows the schedule
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Takes into account the infrastructure requirements of the company
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Prioritize the project stages
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Checks integrator strength
Who carries out the diagnostics and how long does it take
Diagnostics from E-consulting takes an average of 1-3 months and is carried out by certified specialists
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. Project manager
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. Business analyst
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. Technical consultant
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. System architect
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. Engineer
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. Developer
Diagnostics provides answers for 3 questions:
- . What processes will be implemented?
- . Who and how will work in the system?
- . What are the benefits for the company as a result of the modified process?
The first two we spend in the Customer’s office, where the project leader interviews key people of the company and collects data on infrastructure, current business processes and suggestions for their improvement. After receiving all inputs, project manager returns to the E-consulting office. Together with the team, over the next 2-3 weeks they create the project concept, implementation schedule and project budget.
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The Project Concept
- Project goals
- Project content
- Processes involved
- Functional extensions
- List of data for migration
- List and amount of required resources
- Project work plan
- Risk and assurance registry
- Audit conclusion on the customer's IT infrastructure
- Requirements about additional members of the project team
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Implementation schedule
- Describes all the stages of project implementation
- Visually and consistently shows how the integration will take place
- Allows to form a real idea of the timing of the launch, taking into account possible risks
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Project budget
- Detailed calculation of the cost of necessary software and licenses
- Budget for modernization of the company's infrastructure for the project
- Cost of implementation services and development of necessary integrations
- Cost of project support services
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Diagnostics cost from E-consulting
We successfully diagnosed
Do you have questions about the E-consulting product or our implementation experience?
Contact us — our managers will answer all questions and send accompanying materials