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Agile CRM Applying the Scrum Methodology for Deployment Neil Benson
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Rome 31 January -1 February 60 minutes
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Rome 31 January -1 February Save your CRM project
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Rome 31 January -1 February from disaster
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Rome 31 January -1 February
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request for proposal
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Rome 31 January -1 February 30 pages
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Rome 31 January -1 February my initial estimate
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Rome 31 January -1 February 300 days
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Rome 31 January -1 February
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300 users
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Rome 31 January -1 February Analysis Design Development Testing Operation
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Rome 31 January -1 February 6 weeks’ analysis
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Rome 31 January -1 February
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j@rg0n
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Rome 31 January -1 February 1.Entity 2.Attribute 3.Workflow
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Rome 31 January -1 February
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mi__ing
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Rome 31 January -1 February
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2 weeks
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Rome 31 January -1 February
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50
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Rome 31 January -1 February Microsoft Microsoft Dynamics CRMMicrosoft Dynamics CRM
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Rome 31 January -1 February Analysis Design Development Testing Operation
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Rome 31 January -1 February
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Source: http://www.versionone.com/state_of_agile_development_survey/11/
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Rome 31 January -1 February product owner vision product backlog sprint backlog sprint planning meeting scrum team daily scrum meeting sprint review meeting product increment sprint retrospective 1 to 4 week sprint
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Rome 31 January -1 February product owner
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Rome 31 January -1 February business expert
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Rome 31 January -1 February influential
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Rome 31 January -1 February trusted
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Rome 31 January -1 February available
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Rome 31 January -1 February
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changes during sprint
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Rome 31 January -1 February product backlog
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Rome 31 January -1 February prioritized
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Rome 31 January -1 February product backlog items
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Rome 31 January -1 February 1.stories 2.bugs 3.chores
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Rome 31 January -1 February
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epics
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Rome 31 January -1 February big
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Rome 31 January -1 February hairy
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Rome 31 January -1 February
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Lead Nurturing “As the VP marketing, leads are nurtured, so that our timing is perfect.”
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Rome 31 January -1 February just in time epic refinement
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Rome 31 January -1 February user stories
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Rome 31 January -1 February Story Title “As a [type of user], I can [do something useful], So that [I achieve some goal].”
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Rome 31 January -1 February Lead Notification “As a sales representative, I am notified when a new lead has been assigned to me, so that I can respond to enquiries within 1 hour.”
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Rome 31 January -1 February reminder to have a conversation
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Rome 31 January -1 February conditions of satisfaction
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Rome 31 January -1 February Lead must include: person’s name, company name, lead source, and a phone number or email address
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Rome 31 January -1 February sprint planning meeting product backlog sprint backlog scrum team
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Rome 31 January -1 February up to 4 hours
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Rome 31 January -1 February estimation
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Rome 31 January -1 February story points
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Rome 31 January -1 February modified Fibonacci scale
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Rome 31 January -1 February planning poker
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Rome 31 January -1 February choose stories
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Rome 31 January -1 February theme
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Rome 31 January -1 February ItemTypePoints As a user, I can indicate that an asset has been replaced by another asset.Story2 As a user, I can print a list of loan records with a particular loan status.Story1 As a user, when I update a product the changes should cascade to all assets of that product. Story3 As a user, I can generate multiple jobs at once.Story5 Test whether the CRM 2011 Data Import Wizard can import resolved cases.Chore0 Auto-number for jobs is not working.Bug0
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Rome 31 January -1 February sprint backlog
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Rome 31 January -1 February sprint daily scrum meeting 1 to 4 week sprint
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Rome 31 January -1 February time-boxed iteration
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Rome 31 January -1 February 1 to 4 weeks
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Rome 31 January -1 February 2 weeks works well
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Rome 31 January -1 February deadline sacred
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Rome 31 January -1 February
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drop stories
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Rome 31 January -1 February don’t move deadline
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Rome 31 January -1 February when is a story done?
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Rome 31 January -1 February meets coding standards system tested unit tested integration tested performance tested regression tested technical design updated user guide updated peer reviewed
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Rome 31 January -1 February meets coding standards system tested unit tested integration tested performance tested regression tested technical design updated user guide updated peer reviewed
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Rome 31 January -1 February completeness velocity
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Rome 31 January -1 February velocity = points points sprint
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Rome 31 January -1 February
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ScrumMaster
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Rome 31 January -1 February expert in Scrum
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Rome 31 January -1 February outside consultant
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Rome 31 January -1 February remove impediments
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Rome 31 January -1 February coach
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Rome 31 January -1 February facilitate
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Rome 31 January -1 February project manager
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Rome 31 January -1 February Scrum team
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Rome 31 January -1 February 5 to 9 members
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Rome 31 January -1 February dedicated
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Rome 31 January -1 February self-organizing
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Rome 31 January -1 February rules
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Rome 31 January -1 February no titles
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Rome 31 January -1 February commit
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Rome 31 January -1 February daily Scrum meeting
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Rome 31 January -1 February 15 minutes
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Rome 31 January -1 February 1.What did you do yesterday? 2.What will you do today? 3.What, if anything, is in your way?
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Rome 31 January -1 February sprint review meeting product increment
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Rome 31 January -1 February demo
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Rome 31 January -1 February product owner & stakeholders
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Rome 31 January -1 February collect feedback
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Rome 31 January -1 February re-prioritize
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Rome 31 January -1 February sprint retrospective
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Rome 31 January -1 February inspect & adapt
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Rome 31 January -1 February 1.stop doing? 2.keep doing? 3.start doing?
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Rome 31 January -1 February
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electronic vetting system
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Rome 31 January -1 February
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successful!
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Rome 31 January -1 February
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medical device asset management
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Rome 31 January -1 February
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product owner Scrum team
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Rome 31 January -1 February 2-week sprints x10
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Rome 31 January -1 February
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every project?
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Rome 31 January -1 February no
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Rome 31 January -1 February
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Analysis Design Development Testing Operation
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Rome 31 January -1 February
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scrumalliance.org
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Rome 31 January -1 February mountaingoatsoftware.com
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Rome 31 January -1 February
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agilescout.com
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Rome 31 January -1 February try it!
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Rome 31 January -1 February thank you
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Rome 31 January -1 February Neil Benson neil.benson@slalom.com linkedin.com/in/neilbenson @customery customery.com
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