Software Assurance Planning Services Implementing Microsoft Dynamics CRM

1. Software Assurance Planning ServicesImplementing Microsoft Dynamics CRM High Level Solution Architecture Report Name Title Microsoft Partner Company Name

2. Agenda • Objectives • Review Engagement Process Flow • Findings & Recommendations • Deliverables • Acknowledgements • Next Steps & Action Items • Questions & Answers

3. Engagement Objectives Validate and understand the project scope. Validate and understand the Degree of Fit of Microsoft Dynamics CRM to your business and IT requirements. Identify the major customizations that will be required to address your requirements. Identify any ISV add-on solutions that may be required. Provide you with an understanding of how Microsoft Dynamics CRM will work in your business.

4. Overview and Schedule This is the process flow we used to do our analysis over the last several weeks... Start BDM/TDM Interviews Business and IT Requirements Workshops Review Requirements Documentation and Legacy Systems Fit-Gap Spreadsheet Solution Blueprint Management Review and validation Finish

5. Fit/Gap Findings – Degree of Fit • Based on workshops and interviews conducted the Fit-Gap Analysis has determined a <insert percentage> % degree of fit for Microsoft Dynamics CRM Online to your business. • The effort estimates that have been developed are listed below: • Configuration = • Customization = • Workflow = Degree of Fit: Out-of-the-Box, Configuration, Customization, Workflow, ISV Add-on Customization, 9% Workflow,2% 3rd Party Add-On, 4% StdFeatures,46% Configuration, 39%

6. Fit-Gap Findings – Major Customization Requirements The following are the top 5 customization identified as being required during the Fit-Gap analysis ... As a business you need to validate if these Business/IT requirements are truly necessary or if the requirement can be dropped in order to reduce implementation costs. *N.B. Development only. This doesn’t include Unit Testing, UAT, Performance Testing, Design Specification, etc.

7. Fit-Gap Findings – Requirements for ISV Add-On Solutions? The following are the ISV add-on solutions identified as being required during the Fit-Gap analysis ... As a business you need to validate if these Business/IT requirements are truly necessary or if the requirement can be dropped in order to reduce implementation costs.

8. Fit-Gap Findings – Requirements for Integrations? The following are the Integrations identified as being required during the Fit-Gap analysis ... As a business you need to validate if these Integration requirements are truly necessary or if the requirement can be dropped in order to reduce implementation costs. *N.B. Development only. This doesn’t include Unit Testing, UAT, Performance Testing, Design Specification, etc.

9. Fit-Gap Findings – Requirements for Data Migration? The following is the Data Migration Plan that has come out of theFit-Gap analysis ... As a business you need to validate if this level of automation of data migration is required or if the requirement can be dropped in order to reduce implementation costs. *N.B. Development only. This doesn’t include Unit Testing, UAT, Performance Testing, Design Specification, etc.

10. Fit-Gap & Solution Blueprint Deliverables Before moving on to the next steps (Conference Room Pilot or Scoping Assessment) it is important for you to validate this Fit-Gap Spreadsheet & Solution Blueprint to make sure we have a clear understanding of your requirements.