The process of business analysis and design is similar to many software implementations. Experts in the business meet with experts of the technology and they collaborate on the best design of a system to support business processes.
Below are the steps to successful implementation of Microsoft Dynamics CRM. Depending on the size of your organization and project, you may go through these steps quickly, or you may have a lengthier review process at each stage.
1. Identify Critical Success Factors. Critical success factors are identified during Design phase to determine whether something should be included or not and if the project was a success. Identify critical success factors that can be measured some duration after deployment.
2. Determine Scope. Documentation on boundaries of the project, establishing responsibilities for each team member and sets up procedures for how completed work will be verified and approved.
3. Conduct Future-State Analysis. CRM is focussed heavily on the future state processes with three elements in it.
Measurement – Microsoft Dynamics CRM must be a system that produces actionable business analysis. Leaders must be able to make decisions based on critical business data coming out of CRM. Analytics must be surfaced for end-users to help them prioritize customer-facing activities and plan out their next actions.
- Measurement – Microsoft Dynamics CRM must be a system that produces actionable business analysis. Leaders must be able to make decisions based on critical business data coming out of CRM. Analytics must be surfaced for end-users to help them prioritize customer-facing activities and plan out their next actions.
- Processes – Microsoft Dynamics CRM must help creating efficiency by centralizing information and providing visibility of the right information at right times. In order to design CRM to do this, you must determine and discuss the future state processes. This is done by discussing the process from the beginning to end and possibly returning to discuss sub-processes in more detail. You must also understand the day in the life of users and how their work flows.
- Data – The process analysis looks at where data is coming from, how and when it is updated, and if and when it flows to other business applications.
4. Gap Analysis. a gap analysis is done to determine what can be done with Microsoft Dynamics CRM out-of-the-box and what may involve custom code or add-ons. The gap analysis can be documented or simply reflected in the design and architecture.
5. Architecture and Design. on the process analysis, a system design is created demonstrating what build-in features will be configured, as well as how Microsoft Dynamics CRM will be extended.