Project definition

Project definition

Accurately detailing the requirements of your CRM project is so important that it is a separate, stand-alone, phase. This frees you to concentrate on the business objectives and outcomes of your CRM strategy without any pressure to consider the end product. In addition, if the project is put out to tender, you’ll have a robust specification clearly stating your needs; saving time and avoiding any misunderstanding.

To define your business and individual users' CRM project requirements, facilitated workshops are a valuable tool. They help us detail the pain of the current processes, capture great ideas and your user’s operational requirements including:

• Issues with existing business processes
• Ideas for the future
• Feasibility
• Business priorities

Workshops provide us with an important opportunity to engage your users from the beginning of the project. Successful user buy-in is the key to the success of your CRM project.

We’ll then help you produce a robust business case that clearly states your likely return on investment. It will also identify hidden costs and savings, and project risks.