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Project Delivery Approaches
Every customer is unique and a CRM project is not just about the product it is also about working the correct way with our customer to meet their desired requirements and goals. This is made up of the following
The below table provides a snapshot of some of the elements that need to be considered when working in partnership with a new customer on a CRM project.
| Area |
Elements |
| Process & Requirements |
- Are there complex or well defined processes?
- Integrations required
- Migration of existing data
- Cost / Benefit ratio
- Desired end result / Clear goals
- Timeline
- Budget
- Constraints
|
| People |
- Project Team
- Organised
- Availability
- Level of involvement
- Level of System Ownership
|
Environment |
- Project Team
- Office Locations
- Infrastructure
- Hardware in Place
|
Dependant on the answers to the project elements there are a variety of proven approaches used by the Entegraty Project Teams that may be considered for implementation which include:
RAD (Rapid Application Development)
- An iterative development approach
- Identify Must Haves, Should Haves, Could Haves and Want to Haves (MoSCoW) – implement requirements in order of priority and budget
- Construction of prototypes along the way
- Design of solution built dynamically
- Configuration document created along the way
RAD Benefits:
- Speedier implementation times
- Strong collaborative atmosphere
- Active participation from the customer in prototyping and testing
- Easier for customer to ‘own and understand’ the solution once implementation has completed
Waterfall Approach
This is a structured project approach where one phase follows on to another sequential phase, there is more emphasis on documentation being signed before any work commences
Waterfall Benefits:
- Simple and disciplined approach
- Easily definable milestones
- Easier to replace implementation teams with full documentation backups in place
- Time spent earlier on getting the requirements and design correct saves time and effort later
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