1 / 14

Microsoft CRM User Group - Sydney -

Microsoft CRM User Group - Sydney -. 10 th June 2014. How much is my CRM Implementation going to Cost?. Guy Riddle Dynamics CRM Solution Architect, MVP, v-TSP. Caveat. There is no single answer to this! Talk about a strategy/approach Introduce some ‘tools’. What do you need to Know?.

emi-boyer
Download Presentation

Microsoft CRM User Group - Sydney -

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Microsoft CRM User Group- Sydney - 10th June 2014

  2. How much is my CRM Implementation going to Cost? Guy Riddle Dynamics CRM Solution Architect, MVP, v-TSP

  3. Caveat • There is no single answer to this! • Talk about a strategy/approach • Introduce some ‘tools’

  4. What do you need to Know? • # Users • License Types • On-Prem/Online • What’s it used for? • # depts./divisions • Use Cases • Other Modules • Integrations • 3rd Party/ISV add-ons • Custom fields • Custom entities • Processes & Guided Processes • Custom Code • Plugins • # Reports • ….etc…etc...

  5. Sure Step - Methodology

  6. Why a ‘Diagnostic’? To help the customer envision their CRM solution, the Solution Envisioning process can help answer: • What are the solution requirements and processes? • How does the solution fit business and technical requirements? • Are there hardware and third-party software implications? • How do I figure out the delivery process, schedule, resourcing model, and costs? • How can I validate a specific subset of solution requirements? • How do I communicate the value/ROI of the proposed solution?

  7. Diagnostic Phase • Requirements Review • Fit Gap Analysis • Solution Blueprint • POC • Architecture Assessment • Scoping Assessment • Business Case • Upgrade Evaluation

  8. Requirements Review • Typically based on ‘workshop’ reviews • Word document that documents the functional requirements and business process expectations of the solution • Customer may have an RFP/T or Requirements list, used as a key input • Purpose to validate ‘your’ understanding of requirements – ‘mandatory’ v ‘nice to have’

  9. Fit Gap Analysis • Excel Workbook • Detailed breakdown of each component • Optionally grouped/phased • Categorised • Effort assessed

  10. Solution Blueprint • Technical Proposal • Describes Findings & Recommendations • Deployment Approach & Release strategy • Third Party products • Assumptions • Resources – roles & assumptions • Cost breakdown

  11. Scoping Assessment • Excel based ‘Costing Analysis’ • Key input – “Fit Gap” • ‘Build Effort’ • REMEMBER!! – Build effort may only be approximately 50% of the overall effort!! • ………

  12. Project Components • Detailed Design • Build (from Fit Gap) • System/Performance/Integration Test • UAT • Post UAT fixes • BU/Security Roles/User Creation • Outlook Deployment (Server Build) • Training • Change Management • Documentation • Post Go Live Support

  13. How much is the Diagnostic?

  14. Sure Step • All guides/sample documents provided • Requires Partnersource access • Download or Online version

More Related