Managing an Effective Team

1. Managing an Effective Team Summit 2010 Our Premier Sponsors

2. Managing an Effective Team Agenda • Welcome • Short Presentation • Interactive Discussion • Wrap-up

3. Managing an Effective Team Your Speakers • Rick McCutcheon – rickm@fullcontactselling.com • President Full Contact Selling • Chair of the Ontario Dynamics CRM UG • Hugh Konigsmark • Tyco Valves & Controls • Director – Business Development CRM

4. Managing an Effective Team Consultant Roles: Source Microsoft Sure Step 2010 • Account Manager. Responsible for building and maintaining a healthy customer relationship; managing the customer’s product, license, and service issues; and closing sales efficiently. • Application Consultant. Responsible for configuring and customizing the Microsoft Dynamics application to achieve the customer’s business requirements. • Build Manager. Responsible for the installation and configuration of the environment for full version control across the project. Responsible for bringing together all parts of the development process and generating a daily build that can be easily deployed to any environment. • Development Consultant. Responsible for the design and development of modifications to the Microsoft Dynamics standard application and integrations to the customer’s existing systems. • Engagement Manager. Responsible for the proper positioning of implementation services before a project begins. During implementation, this individual will have overall responsibility for ensuring the quality and timeliness of the services

5. Managing an Effective Team Consultant Roles: Source Microsoft Sure Step 2010 • Engagement Manager. Responsible for the proper positioning of implementation services before a project begins. During implementation, this individual will have overall responsibility for ensuring the quality and timeliness of the services • Executive Sponsor. A senior level executive who will monitor the Microsoft Dynamics implementation project to ensure a high level of customer satisfaction is achieved. • Project Manager. Responsible for project delivery. This individual has approval authority for all project-related charges. • Solution Architect. Responsible for planning and designing the overall Microsoft Dynamics solution, including technical and functional • Support Engineer. Responsible for keeping the users of the Microsoft Dynamics system productive by making sure the system is operating smoothly and as designed. • Technology Consultant. Responsible for managing and troubleshooting all technology-related items. Core activities include planning the infrastructure and required upgrades to hardware and software. • Test Lead. Responsible for planning and executing the test strategy, including unit tests, integration tests, data migration tests, and user acceptance tests. • Trainer, Responsible for planning and executing the training strategy

6. Managing an Effective Team Customer Roles: Source Microsoft Sure Step 2010 • Business Analyst - Responsible for analyzing, modeling, and documenting both the existing and planned business processes. • Business Decision Maker - Represents the CEO or a group of managers at the customer that have the power to make strategic decisions in relation to the implementation project. • End User – Responsible for using the finalized business system as designed. The End User participates in the Microsoft Dynamics training sessions. When necessary this individual supports the Key User during the implementation of the new business system. • Executive Sponsor – A senior level executive who has accepted ownership of investigating and investing in a Microsoft Dynamics solution and will promote funding and staffing for the project. • IT Manager – Responsible for keeping the network and server applications running smoothly and making the company more profitable through positive ROI on IT purchases. The IT Manager is commonly the owner of the IT budget.

7. Managing an Effective Team Customer Roles: Source Microsoft Sure Step 2010 • IT Team Member - Contributes to a wide variety of project activities. Typically an ideal supporter and influencer for technical and functional decisions. • Key User - Responsible for communicating the detailed business requirements and the existing business processes to the consultants. The Key Users are also responsible for acceptance and sign-off of deliverables from the dedicated project phases. • Project Manager - Responsible for project delivery. This individual has approval authority for all project related charges. Most important tasks are assigning customer resources to the project and coordinating communication within the customer’s organization. • Test Lead - Responsible for planning and executing the test strategy, including unit tests, integration tests, data migration tests, and user acceptance tests. • Trainer, Responsible for planning and executing the training strategy

8. Managing an Effective Team Wrap-Up • Thanks for joining us! • Fill out session evaluations (CRMUG.com) • Submit your Town Hall questions • Connect at: • The Connections Café • On Twitter (#CRMUG) • On the Live Blog (CRMUG.com)