Planning for a CRM transition/ makeover?
Let us help you discover facts, gather insights, enlist goals, define purpose and benefits of implementing a CRM Process through a Business Process Review
Understand as (it) is
Follow and document the current processes used, within the client organisation
Identify
Highlight gaps and redundancies in existing processes
Project To Be
re-engineer the identified processes in line with the best practices
Benefits of opting for a BPR Exercise:
A joint activity with high levels of ownership and responsibilities.
Enable Solid Senior Sponsorship from CXO level executives, Establish clear channels of communication and Participation from key users from relevant departments
The BPR Approach
A discovery phase with spirit of openness, exploration and contribution
Series of interactions with Top, Middle Management as well as executives
Conduct interviews, discussions and brainstorming sessions as well as hand-holding walk-through sessions
Interview Approach
Interview sessions with:
Role based open-ended Questions
Go through a detailed BPR Workbook process
Live walk-through of current systems by users
Focus on all areas
Finalize on:
Database Management – Fields and objects to be created during the implementation with a view to performance.
Integration – Does the system need to integrate with a backend system like SAP, Oracle, Tally, Telephony systems, etc.
Security and Administration – Profiles, roles, access control for each user type.
Reporting and Dashboards – These are key to provide information clients need to manage their business and take actionable insights.
Solution Mapping and Recommendation
A comprehensive collation of information collected, industry best practices analysis and expert advice. Results in:
Product recommendation
Solution Design Document
Scope of work and contract
How do you know if BPR is a success?
When you have a 100% clarity on project path - scope, timeline and cost.
When product that is a solution fit has been identified
When you have a Transformation Blueprint that can be used by any Vendor.
Customer Engagement Solution
Key Takeaways
A BPR exercise defines a clear path for your CRM transition along with a blueprint and solution document. A stated and documented Goal, Vision and the process to achieve them are published in this phase.
Set yourself on a fast track mode with a proven system for over millions of users across the globe. Take action NOW!
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