Business Requirements and Analysis
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.
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.
Process of designing the CRM system to match your organizational processes.
