Implementation Approach for Professional Services Team at Axonom, Inc.

Professional Services

Implementation Approach
Our Professional Services organization utilizes a comprehensive phased project implementation approach built upon the Microsoft Sure Step Methodology.

Our team will work with your organization in setting priorities, refining the CRM objectives and setting ROI targets for the subsequent CRM project phases. We will look at how your organization operates and does business. With our 15 years of ROI producing CRM projects and proven methodology, we know what questions to ask and how to process information, and deliver business results.

During the early Analysis and Design Phase, our consultants will analyze the sales, marketing and services business processes of your company, define and gather requirements for the CRM initiative in addition to developing detailed design documentation of the CRM solution. Our collaborative and iterative approach ensures that your CRM stakeholders are involved in every step of the way in building the blue print for the new application.

The Implementation Phase provides the Axonom project resources with a defined process to complete the configuration and customization of the CRM application on a development environment, as specified by the stated CRM design and requirements. We handle CRM integration needs into other backend/ERP systems as well as data migrations from old CRM legacy systems utilizing Scribe or the native CRM Data Migration Manager.

The Deployment Phase involves moving the entire configuration to the Staging Environment for the user acceptance testing process. Custom end user training is conducted as well as system administration training for the customers internal IT resources. Upon approval/sign off from customer, the solution is deployed on the production environment.

During the Go Live/Support Phase, Axonom resources will ensure success by participating onsite in the customer go live process. Any unforeseen end user questions or technical issues will be handled by our staff in conjunction with trained customer CRM resources. After go live, project review sessions are held with the customer to review stated CRM goals and objectives and to verify that the ROI targets are met.

Axonom will only employ the most qualified and dedicated project management and implementation consultants in the CRM industry. Axonom staff is focused on achieving platform and applications certifications to keep our consulting staff on top of the latest technologies in the Microsoft Dynamics CRM arena.

Phased Project Implementation Approach
Our Professional Services organization utilizes a comprehensive phased project implementation approach built upon the Microsoft Sure Step Methodology.

Analysis and Design Phase

Project Kick-Off Meeting
Process Flows & Business Analysis Sessions
CRM Requirements & Design Documentation

Implementation Phase

Configuration/Customization/Development per Design
CRM Training Design
Integration into ERP System
Data Migration

Deployment Phase

User Acceptance Testing
End User Training
System Administration Training
Deployment of Solution to Staging Environment

Go Live/Support Phase

Deployment to Production Environment
Onsite Support for Go Live
Ongoing Support - Axonom Support

Axonom Corporate Information

Professional Services

Axonom Corporate Information

Professional Services

Professional Services Summary

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