CRM & ERP
Implementation Consulting Approach

With more than a combined total of over 200 years of business experience in the evolving business software industry, our consultancy goes against the rhetoric that a one-size-fits-all technology solution can’t actually fit your business. We will take a step back and marry your business process with the technology for maximum performance. If your process is not yet put in place, then we can help you do that so you can make it come to life with software.
Software Implementation – CRM & ERP Approach updated d365 on multiple devices orig

Maximizing Performance while Minimizing Distractions

Successful software implementations are not by coincidence, they requires a full and complete analysis of your company’s infrastructure, operations and business processes. Only at this point can a solution truly be tailored to enhance the success and readiness of every member of your organization.
Our data integration fully supports the requirements for companies of all sizes. We can integrate your data wherever it resides – on the mainframe, cloud or within big data sources.

Assessment

During the design phase of your project we execute against the blueprint. Included in this phase is development, customization and integration of additional requirements provided in the blueprint. Throughout the project, our team provides project reviews and clearly defined revisions.

Design

Next, we create a blueprint that includes functional specifications and database foundation. In addition, a revised budget quotation and project schedule clearly defines the milestones of the project.
During the design phase of your project we execute against the blueprint. Included in this phase is development, customization and integration of additional requirements provided in the blueprint. Throughout the project, our team provides project reviews and clearly defined revisions.

Integration

We offer data conversion services to convert or migrate virtually any information or database into your CRM, ERP or marketing platform. We also offer custom programming services to shape your new software to work precisely the way you do.

Testing

Before going live with your new software, we follow a formalized quality assurance process. During this stage we work closely with your pilot team to review each aspect of your project. Our goal is to have you love and keep your new software or software package as long as you can.

Implementation

The implementation phase includes testing customization, integration, work flow and all other design requirements. After testing has been completed, and quality assurance review and adjustments have been made, we roll-out your completed system in incremental phases that don’t interrupt your business flow, and are easily adopted by your employees.