Business Solutions for Microsoft Dynamics CRM

xRM1 Project Management Best Practice Microsoft SureStep Standardized Best Practices Implementation Package xRM1 Project Management Best Practice

xRM1 Business Solutions Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Extend your Dynamics CRM with Project Management Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … The Complete Solution for HR Management Idea Management Innovation Management Idea Prioritization Rewarding … and much more … Idea Management Innovation Management Idea Prioritization Rewarding … and much more … The Microsoft Dynamics Solution for Idea Management Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Extend your Dynamics CRM with Time Tracking

xRM1 Best Practice Implementation Packages ▫The Software in use within less weeks ▫Implementation close to the standard ▫Low follow-up costs after the implementation ▫Best Practice processes in your organization ▫On-the-job coaching for employees included ▫Fixed price implementation Implementation Strategies xRM1 Dynamics CRM and xRM Initiatives ▫Prioritization of improvements ▫Iterative implementation of the Software ▫Customizing based on individual organizations’ needs ▫Tailor-made solution ▫Rebuilding your processes in the xRM platform ▫Process definition and optimization

CRM-Project - Which areas should be evaluated? Project Creation Project Planning Ressource Planning Time Tracking Billing Invoicing Reporting Customizing Document Management Travel & Expenses Dashboards Vacation Absence Management Topic

HR Management - Which areas should be evaluated? Job Profiles Open Placements Recruiting Channels Applicants Applications Employees Processes Leave & Sickness Targets Performance Reviews Skills Further Education Health Management Time & Attendance Dashboards Travel & Receipts Leave & Vacation Topic

Test Schedule Group I Group II Group III Group IV DD/MM/YYYY HH:MM

xRM1 Best Practises implementation online

xRM1 Best Practises implementation on-site

Sequence per field of activity selected

Preparations required by customer  CRM Server with administrative rights  Appointment for import of xRM1 Business Solutions ▫Organization- and display name  Project Management Handbook / Documentation on existing processes / definitions / responsibilities  A typical project that is just about to start ▫Order ▫Project Plan ▫Team ▫…  3 typical services to be provided in projects (Services)  Define participants per field of activity and ensure availability

Project Management Best Practice Implementation in 5 Steps  Preparation ▫Schedule appointments ▫Selected Activity Areas ▫Ensure availability & configuration of Microsoft Dynamics platform  Sessions (example) ▫Project Planning ▫Resource Management ▫Time Tracking ▫Billing & Invoicing ▫Additional areas  Data Migration (optional) ▫Define relevant data for import ▫Collect data for import ▫Import collected data  Usage of Project Management Solution ▫Internal usage ▫Collect experience  Review & next steps

Step 1: Preparation  xRM1 ▫Schedule sequence with customer ▫Ensure Import & configuration of Project Management solution ▫Ensure users & assign roles ▫Ensure fully functional additional environment ▫Create import templates & deliver to the customer  Customer ▫Select Activity Areas ▫Define users ▫Schedule appointments with relevant employees and manager ▫Ensure availability of working Microsoft Dynamics xRM environment ▫Collect previously defined data for import ▫Prepare import templates

Benefits of xRM1 Best Practice Implementation Package High value Manufacturers rich implementation experience for an incredible price Low workload on employees Project Management is in use within 4 weeks Improved internal workflows The implementation package includes lots of Best Practices Robust work processes On-the-job coaching for employees Low implementation risk Fast and reliable fixed price implementation Close to the standard implementation Low follow-up costs after implementation