Programme leadership, advisory & assurance for CRM enabled transformation

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How can Transfrm support your CRM transformation?

Typical CxO challenges with a Salesforce or Dynamics 365 programme:

We cannot justify the cost of a full time Programme Director

We do not know where to start

We need greater confidence and assurance that we’re on track

I get conflicting messages from my business, project team & partners

We do not have the experience to steer and challenge the programme

We need a business change programme rather than simply new tech

I’m struggling with bandwidth and have concerns I’ll be a bottleneck

Projects & client testimonials

Take a look at some example projects and customer testimonials across multiple sectors.

Find out more

Services

Providing a 'critical friend' to your team throughout your CRM transformation enabled by Salesforce or Dynamics 365.

Inception

Defining a CRM strategy
Shaping and scoping the programme mandate
Assessing resources and environment for success
Identifying capacity and capability needs
Establishing governance frameworks
Defining a programme delivery methodology

Mobilisation

Building the business case
Constructing the roadmap
Technology and supplier selection, procurement & negotiaton
Defining, onboarding and coaching internal roles
Defining and recruiting external capacity and/or capability
Ensuring an effective environment for delivery is in place

Delivery

Expertise for Steering Groups/ Programme Boards
Fractional (X days/month) Programme Leadership
Coaching & supporting teams
Assuring delivery with health checks and oversight
Challenge & mediation of partners and teams
Guiding robust issue resolution and active risk management

Ongoing

Realising benefits
Defining future operating models
Managing issues and change
Reviewing effectiveness and efficiency
Evaluating and updating roadmaps
Supporting future business cases

Engagement models

Transfrm partners with clients in an individual way to suit their unique needs. Some typical models for a CRM transformation enabled by Salesforce or Dynamics 365 are:

Advisory role aligned to Programme boards

Consultabcy days for a defined work package such as Programme setup and mobilisation

Fractional (X days/month) programme oversight and CxO ‘critical friend’ for advising on best practice, next steps or challenges arising

Ongoing health checks and assurance aligned to delivery milestones

Ad hoc support and coaching for quality deliverables

My background

Overview

Technology and partner agnostic (experience with Microsoft Dynamics 365, Salesforce, major SI’s and niche consultancies)
25 years technology transformation programmes, 20 years CRM and overseen 50+ CRM go-lives
Blend of roles encompassing transformation consultancy, CRM practice leadership and end clients
Leadership of large (50+), multidisciplinary CRM teams
Independent & trusted advice – have a look at the testimonials or LinkedIn

Career history

Experience spans three career phases to lead or advise on complex CRM transformations:

2001 - 2007: Technology transformation consulting
2008 - 2017: Delivery Director & COO for a market leading (CRM) product and services business
2017 - current: Overseeing and advising CRM & digital transformations

Sector experience

Healthcare
Higher Education
Professional Services
Central/Local/Devolved Government
Not for Profit
Professional Membership
Charity
Regulatory
Telco

CRM transformation engaements & testimonials

Healthcare

FTSE100 Consultancy

" Patrick ran a phenomenal project throughout evaluation, commercial negotiation & implementation. I genuinely believe this is the best run project and most impactful use of Salesforce technology that I have personally been involved in.

Patrick is a true asset for any organisation embarking on an ambitious transformation with change management being critical to the success of the project. "

Salesforce

FTSE100 Consultancy

" I have worked with Patrick on a number of occasions over the last 10 years on large and complex programmes with a number of clients. He is able to quickly develop strong relationships and credibility – and can build effective teams within often challenging environments. He has provided assurance and invaluable strategic, operation and solution expertise.

Patrick clearly understands what it takes to deliver enterprise-wide, transformational CRM programmes and I would recommend him for similar engagements. "

Sales Director

Insurance

FTSE100 Consultancy

Insurance

" Working with Patrick is always a pleasure. His experience and knowledge of CRM and wider technologies is exceptional.

He has the ability to think strategically and also gets involved in the doing to move things forward. Our projects would not have been as successful as they were without Patrick’s involvement. "

Chief Commercial Officer

Charity

Top 5 UK Membership Body

Insurance

" Patrick worked with the Charity on the effective selection and introduction of our new CRM system. He is highly professional, focused and has an impressive drive to deliver results.

On a personal level, I have found Patrick's expert technical advice and guidance invaluable throughout the process. "

CEO

Top 5 UK Membership Body

" Its clear that Patrick has many skills, those that were particularly noticeable to me were his stakeholder management, consultative approach, team management, his knowledge of CRM and his pragmatic approach to getting things done.

He played a significant role in delivering our solution, ultimately culminating in a successful go live. "

Client Programme Director

Programme leadership, advisory & assurance for CRM enabled transformation

Successful CRM transformation with Salesforce / Dynamics 365

Services

Engagement

Engagement

Engagement

Engagement

Engagement

Background

Engagement

Background

Partnering with you to enable the right outcomes

Whether investing with Salesforce or Microsoft Dynamics 365, it's never just about the technology...

How can Transfrm support your CRM transformation?

Typical CxO challenges with a Salesforce or Dynamics 365 programme:

Projects & client testimonials

Services

Inception

Mobilisation

Delivery

Ongoing

Engagement models

My background

Overview

Career history

Sector experience

CRM transformation engaements & testimonials

Healthcare

FTSE100 Consultancy

FTSE100 Consultancy

FTSE100 Consultancy

FTSE100 Consultancy

FTSE100 Consultancy

Insurance

FTSE100 Consultancy

Insurance

Charity

Top 5 UK Membership Body

Insurance

Top 5 UK Membership Body

Top 5 UK Membership Body

Top 5 UK Membership Body

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