SYDNEY USER GROUP

Microsoft CRM User Group- Sydney -

10th June 2014

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How much is my CRM Implementation going

to Cost?

Guy Riddle

Dynamics CRM

Solution Architect, MVP, v-TSP

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Caveat There is no single answer to this!

Talk about a strategy/approach

Introduce some ‘tools’

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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...

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Sure Step - Methodology

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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?

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Diagnostic Phase Requirements Review Fit Gap Analysis Solution Blueprint POC Architecture

Assessment Scoping Assessment Business Case Upgrade Evaluation

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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’

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

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

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Scoping Assessment Excel based ‘Costing Analysis’ Key input – “Fit Gap”

‘Build Effort’

REMEMBER!! – Build effort may only be approximately 50% of the overall effort!! ………

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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

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How much is the Diagnostic?

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