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www.xRM1.com Business Solutions for Microsoft CRM
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www.xRM1.com xRM1 Project Management Best Practice Standardized Best Practices Implementation Package for Your Organization xRM1 Human Resource Implementation
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www.xRM1.com xRM1 Project Management Implementation Strategies xRM1 Best Practice Implementation Package ▫ Project Management in use within 4 weeks ▫ Implementation close to the standard ▫ Manufacturer PM Best Practice processes in your organization ▫ On-the-job individual coaching for employees included xRM1 Initiative ▫ Prioritization of planned improvements ▫ Process definition and optimization ▫ Rebuilding your processes in the xRM platform ▫ Iterative implementation of the various function areas ▫ Customizing based on individual organizations’ needs ▫ Tailor-made solution xRM1 Implementation Package ▫ Solution in use within 4 weeks ▫ Customizing based on individual organizations’ needs ▫ Current processes in the Microsoft Dynamics platform ▫ On-the-job training for employees included
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www.xRM1.com Project Management Best Practice Implementation in 5 Steps Project Management implemented
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www.xRM1.com Project Management Best Practice Implementation in 5 Steps Preparation ▫ Schedule appointments ▫ Selected Activity Areas ▫ Ensure availability & configuration of Microsoft Dynamics platform Data Migration ▫ Define relevant data for import ▫ Collect data for import ▫ Import collected data Onsite Coaching ▫ Project Planning ▫ Resource Management ▫ Time Tracking ▫ Billing & Invoicing ▫ Additional areas Usage of Project Management Solution ▫ Internal usage ▫ Collect experience FAQ Session
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www.xRM1.com 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 availabilty of working Microsoft Dynamics xRM environment ▫ Collect previously defined data for import ▫ Prepare import templates
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www.xRM1.com 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 Practises 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
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