Pre-implementation & Kick off meeting

VARSHA S. AUTI. (03) NITIN N.ADKAR (01) SWATI PARMAR ( ) PRASHANT GAYKAR (53)

Overview:
Implementation of the system is not just about installing the system but understanding how the system must conform to the business model and style of the company.

Implementation:
Statement of Work and change management process should be clear prior to the even starting the installation. Cost of implementing services could cost double to triple of the cost of the software itself

Steps:
Needs Analysis. Prototype Development. Customization. Data Conversion. Systems Integration. Custom Reports.

Pre-Implementation Phase:
Identify your vendor and the service provider forth implementation Identify functionality needs Decisions related to implementation S/W selection

Kick off meeting

Introduction:
Kick-off-meeting means where the vendors,services firms, system integrators and customers meet together for implementation and deciding each others responsibilities for buisness project.

Meeting has 4 basic fucntions:

Publicly state the beginning of the project Outline the project goals, individual roles and responsibilities of the team member. Clarify expectations of all parties Create a commencement of all those who influence project outcomes.

Several Sessions:
Business Plan Project Framework Team Charter Master Planning Risk Analysis Team Building

Steps of Kick-Off-Meeting:
Develop the project goals and deliverables. Identify the project team members and their responsibilities. Develop a project assumptions list. Develop the preliminary project plan. Define key success factors.

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Continues..
Schedule the project kickoff meeting. Send the kickoff meeting materials to all participants. Identify key issues and project dependencies.

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People involved in CRM Team

Vendor team (consulting team) for implementation are: Project Manager(PM) Implementation Leader System Engineer Customer team : Project manager System or Business Analysts IT staff Integration Expert Head of nontechnical departments

Project Manager
Responsible for all aspects of implementation Cost Control Quality Testing Customer Satisfaction Handles multiple Projects In case of any changes to Statement of Work (SOW) with customer to obtain solution.

Implementation Manager
Also called technical leader Usually dedicated to one project His strength combination of people skills & technical skills He assists in preparing statement of work with project manager

System Engineer
Primary job is to do coding They are onsite all the times. In many implementation technical & function linked to do work Important that software engineer knows how corporate sales processes tend to function & what is the sales work flow.

Project Manager(Customer team)

Owns the project from customers point of view Sees to it that partner project Manager adheres to the SOW Filters down changes in SOW prior to a discussion on changes with partner Project Manager Political position If implementation fails. Project Manager takes the fall at the company & gets few of Kudos if it succeeds.

System/Business Analyst(Customer team)

Functional experts Provides input on business processes & flow that are enterprise specific Expected to be onsite most of times

IT Staff

(Customer team)

Administrators of the system who are maintaining and setting up the network & its S/W. See to it they work out the bugs out during implementation

Integration Expert (Customer team)

Guides the integration of the CRM system with other systems Who the person depends entirely on what other information systems are. Highly specified position Someone who knows How to make hooks (computer programming technique) Final APIs Write scriptsetc

Heads of Non technical department

(Customer team)
Provides input & output approved on aspects affecting their department They can make or break a system Important group of team members