CRM Implementation

We run our projects in a controlled yet highly collaborative way. By taking this approach, we ensure that any CRM solutions we deliver are completed on time, on budget and supports the required business processes from go-live. This in turn allows value to be gained from the system as early as possible.

By embedding ourselves in your business throughout the whole process we aim to quickly understand your processes, work with you to ensure that the CRM implementation solution we implement resolves any issues identified and provide knowledge transfer to your own staff.

Our project methodology takes key elements of a traditional “waterfall based” approach and blends them with the key principals of agile development, namely early sight of development and regular feedback between you and us.

Traditional “waterfall based” projects rely on a non-iterative sequential plan where tasks follow in a logical order until project completion. This approach offers the most structure and control. In contrast, agile development relies on very little forward planning. Instead, progress is achieved through a series of iterations, each one run as its own mini-project. Agile development offers more flexibility and, most importantly, a high degree of collaboration between customer and supplier. The cost of agile is sacrificing a degree of control and certainty.

By combining principles from both these approaches we aim to provide maximum project control coupled with a high degree of collaboration and flexibility for the CRM solutions.

All our projects go through 4 key stages; Requirements Specification and planning, implementation, deployment and a post-deployment User Adoption phase.

Planning Stage

We believe that time spent planning a project will translate into lower implementation costs, less risk of scope creep and increased return on investment due to a better fit with your business.

We do not undertake the CRM implementation of any project that does not have a documented set of requirements that has been formally signed off by the customer.

Implementation Stage

Following the sign-off of the requirements, the implementation stage will begin. During implementation, we will:

  1. Provide early sight of key customisations including list and form layouts to allow you to evaluate the system against your own business processes prior to delivery.

  2. Implement functionality identified as having higher technical complexity early to ensure that the project risk is kept to a minimum.

Aside from the configuration of the system itself, a key part of the implementation phase is the creation of any data migration and/or integration routines. We ensure that these aspects of the project are tightly controlled by:

  • Producing a detailed data mapping document that lists every data field to be migrated or integrated, where the data will be held in the new system and any transformations that the data will undergo during the process.

  • Running at least one test migration into the new system to allow you to verify the accuracy of the data yourself.

Before we finally release the system to you for your own acceptance testing we will fully system test it ourselves ensuring that all agreed requirements have been met.

Deployment Stage

Once you have ensured that the system is delivered as per the requirements we will proceed to go-live. Typically, this will involve a cut-off date when use of any old systems being replaced will cease followed by a live data migration into the new system.

We will always be available on the day of go-live to be accessible to the main body of users. This allows us to provide instant help and problem solving. In our experience, this helps to ensure a good first impression of the system amongst the users and hence improves system adoption.

Post-Deployment Stage

The post-deployment stage is one of the most important in the project. Until this point, the customer has been incurring cost. After this point, the anticipated ROI is delivered.

Immediately after a system has been deployed we will remain on hand to quickly resolve any issues. We will also conduct a project closure meeting where any future phase requirements and any lessons learnt during the project can be discussed and documented.

In the longer term, we offer technical and administrative support services, as well as advice on user adoption issues. Our account management practices will aid you in this process in the months and years after your new system goes live.

Arriga | The results oriented CRM company