Tuesday, July 8, 2008

The Kickoff Meeting:

In the phase the implementation partner – vendor, consulting firms or a system integrator – meets with the customer to figure out the customers needs. The kickoff meeting normally takes one or two days. The responsibilities are assigned to individuals during this kickoff meeting.
Project Manager (PM):
The project manager is responsible for all aspects of the implementation, including cost control, quality and testing, and customer satisfaction.
The project manager works out the details with the customer, if there are changes to be the statement of work. There should be a change management process in place that is approved by both the customer and the implementation services company.
Implementation leader: (Technical Head)
The Implementation Leader is responsible for technical aspects, directs the system engineers, and is usually dedicated to only one project at a time.
He tends to be onsite full time until the end of the project.
Strength: combination of people skills and technical knowledge.
Assists the project manager in preparing the statement of work.
System Engineers:
System Engineers role is to do the coding.
The system engineers are onsite at all time.
In many implementation you have technical and functional expertise necessary for them do their work. CRM implementation is complex.
The SE's should know how corporate sales processes tend to function
The SE also keeps track of the sales workflow functions.
Business analysts:
BA are the functional experts.
BA provide input on business processes and flow that are enterprise-specific. It is an assigned full time to the project and they can't leave until it is complete. The larger CRM packages have enormous specialized functionality best understood by a functional specialist who has background in the area and who also knows the product being implemented.
IT staff:
IT staff people are the administrators of the system.
These people are responsible for maintaining and setting up the network and its software.
These people should see that there is no significant downtime or problems during the implementation period.
In certain conditions they have undergo greater pressure during the critical period.
Integration Expert:
The Integration expert guides the integration of the system with other information systems.
These people are very specialized.
The integration expert has to check the other information systems and on what it is dependent on.
Heads of non-technical departments:
They provide input and approval on aspects affecting their departments.
They can make you or break you.
These people makeup a very important group of team members.
They can make the implementation succeed if the partner implementation team members understand that they are non-technical, which means patience and explanation are necessary.

1 comment:

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CRM Software