Business Solutions for Microsoft Dynamics CRM

Approaches in Real-Time Onsite Approaches are presented by an experienced consultant in real-time

Approaches Preparation Activities for preparation

Selection of relevant processes

Complete process map with bases processes DevelopmentFair Leads Order Implementation Goods and Services PurchaseFinance Credit Assessment InvestmentsSales Planning Order Processing ProductionBilling Account Distribution RecruitingStandardizationTarget Planning Calciulation Quality Control Storage Resource Dispatching Maintenance Product Design Dispatch Project Planning ControllingOrder Technical Service AuditsMarketingCommunication Visit Preparation Order Preparation Customer Master Data Financial Planning Reporting Accounts Receivable Management AccountingTime TrackingRepairsBalancing Product Development Master DataActivity Management Customer Data Basis Added Value

Prioritization of identified activity areas Which activity areas are relevant? Which are the priorities within these activity areas? Which departments and sites are involved? xRM Initiative Basic Modules Master Data - Customer Master Data - Contracts Activity Management Business Management Finance Human Resources Idea & Process Management Evaluation Organization Rewards Sales & Marketing Lead Generation Sales Processes Campaign Management Campaign Management Project Management Project Planning Resource Management Travel Management … … HR Management Recruiting Development 360° View Global Management Controlling Forecasts Strategy

Prioritization of identified activity areas xRM Initiative Basic Modules Master Data - Customer Master Data - Contracts Activity Management Business Management Finance Human Resources Idea & Process Management Evaluation Organization Rewards Sales & Marketing Lead Generation Sales Processes Campaign Management Campaign Management Project Management Project Planning Resource Management Travel Management … … HR Management Recruiting Development 360° View Global Management Controlling Forecasts Strategy

Workshop Planning Areas of Activity Idea & Process Management Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Project Management 1 Department A Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Project Management 2 Department B Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager HR Management & User Cockpit Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Global Management Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Feedback summary and Next steps Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager

Approaches Workshops Workshop Agenda

Workshop Planning Areas of Activity Idea & Process Management Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Project Management 1 Department A Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Project Management 2 Department B Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager HR Management & User Cockpit Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Global Management Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Feedback summary and Next steps Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager

Approach in real-time sequence Evaluation Participants evaluate the approach for requirement fit Evaluation Participants evaluate the approach for requirement fit 3 3 Approach in real-time presentation Approach is presented by experienced consultant in real-time Live in the system, customizations, flowcharts, screenshots … Approach in real-time presentation Approach is presented by experienced consultant in real-time Live in the system, customizations, flowcharts, screenshots … 2 2 Customer describes workflow The customer describes a concrete work process The specification is detailed by the consultant Customer describes workflow The customer describes a concrete work process The specification is detailed by the consultant 1 1 Optional additional approach If necessary, the consultant presents an additional approach for comparison Optional additional approach If necessary, the consultant presents an additional approach for comparison 4 4 Documentation Approach and alternatives will be documented Documentation Approach and alternatives will be documented 5 5 Day 1 Group 1 9am – 11am

How specific do you want to work here? Customer describes flow of work The customer describes a concrete work proceeding The specification is detailed by the consultant Customer describes flow of work The customer describes a concrete work proceeding The specification is detailed by the consultant 1 1

Transfer to xRM - Approach Approach in real-time presentation Approach presented by experienced consultant in real-time Live in the system, customizations, flowcharts, screenshots … Approach in real-time presentation Approach presented by experienced consultant in real-time Live in the system, customizations, flowcharts, screenshots … 2 2

Process / Department 1 feedback Evaluation Participants evaluate the approach for requirement accuracy. Evaluation Participants evaluate the approach for requirement accuracy. 3 3 Process 2 Process 4 Process 3 Process 1 Process 5

Feedback summary & next steps Summary group 1 Summary group 3 Next steps Summary group 2 Process 1 Process 3 Process 2 Process 4 Process 6 Process 5 Process 7 Process 9 Process 8 Last Day Management summary afternoon

Approaches Follow up Ensuring sustainable results

Protect Your Investment - Gain Confidence Microsoft Licences, xRM1 Licences, Implementation CRM and xRM1 99% The factsContentProcessYour benefit

Approaches in Real-Time Benefits at a Glance Security You see exactly what youre buying Were presenting exactly what you need You gain the confidence of your stakeholders You see exactly what youre buying Were presenting exactly what you need You gain the confidence of your stakeholders Time Fast delivery, decision, and use Minimal effort on your end We help you do the research quicker Fast delivery, decision, and use Minimal effort on your end We help you do the research quicker Money Small initial charge allows you to see and be sure about a larger decision Saving time wasted on evaluating is saving money Save salaries through efficient evaluation Small initial charge allows you to see and be sure about a larger decision Saving time wasted on evaluating is saving money Save salaries through efficient evaluation The factsContentProcessYour benefit