Business Analysis

It is our goal to make your CRM project a success in every respect: high quality results at very competitive costs.

Understanding the challenge

The first step in providing a solution that works is to understand your challenges. How about a workshop to determine the best problem solving approach given your individual situation? Together with your key people - business and IT - we would focus on the following:

• overview of all relevant business processes (current situation) and the potential for optimization
• determine business processes interacting with the CRM application (target situation)
• based on the above we deduce the functional requirements of the CRM application
• overview of (existing or planned) systems that will interact with the CRM application (e.g. customer information, booking system, ERP, etc.)
• get a feeling for the “size” of the task (#users, #concurrent users, #customers, #products, #documents, number and type of interactions with your customers, …)

Providing Solutions

With the learnings from such a workshop you are in a position to choose the best approach for moving forward, e.g. a pilot installation of openCRX or a full blown CRM evaluation process based on the requirements developed during the workshop. Depending on your needs with can assist you "on demand" or we take full responsibility to successfully introduce CRM in your organization, starting out with the design of your solution.

» please contact us if you are interested in conducting a workshop with us or read on to learn more about openCRX...