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
- Providing challenge & mediation of partners and teams
- Adding expertise to Steering Groups / Programme Boards
- Delivering fractional (X days/month) Programme Leadership
- Coaching & supporting Project/Programme Managers
- Assuring delivery with health checks and oversight
- 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