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Implementing Microsoft Dynamics CRM. Proof of Concept Project Close Out. Agenda. Review objectives Review engagement process flow Present demonstration feedback and changes Acknowledgements Next steps Questions and answers. Proof of Concept Engagement Objectives.

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Implementing microsoft dynamics crm
Implementing Microsoft Dynamics CRM

Proof of Concept Project Close Out


Agenda
Agenda

  • Review objectives

  • Review engagement process flow

  • Present demonstration feedback and changes

  • Acknowledgements

  • Next steps

  • Questions and answers


Proof of concept engagement objectives
Proof of Concept Engagement Objectives

The primary objectives of the Proof ofConcept were:

  • Demonstrate Microsoft Dynamics CRM with your data and business processes

  • Build consensus around the proposed CRM solution

  • Further understand your business requirements

  • Validate that Microsoft Dynamics CRM will work with your more complex business processes

  • Provide an environment that enabled you to do further testing and user training


Proof of concept engagement process flow
Proof of Concept Engagement Process Flow

This is the process flow we used to deliver the conference room pilot.

Start

Activities

Select subset from Fit Gap

Build in test environment

Demonstrate to BDM/ITDMs in one- to two-day workshop

Update Fit Gap & Solution Blueprint

Pilot environment

Finish


Proof of concept engagement process flow1
Proof of Concept Engagement Process Flow

This is the process flow we used to deliver the conference room pilot.

Start

Activities

Select subset from Fit Gap

Build in test environment

Demonstrate to BDM/ITDMs in one- to two-day workshop

Update Fit Gap & Solution Blueprint

Pilot environment

Finish


Demonstration feedback
Demonstration Feedback

The key feedback points uncovered during the demonstration of the Proof of Concept tothe business and IT decision makers(BDM/ITDMs) are:

  • <insert feedback item 1>

  • <insert feedback item n>


Fit gap changes
Fit Gap Changes

  • Based on changes arising from the Proof of Concept, the revised Fit Gap analysis has determined a <insert percentage> % degree of fit for Microsoft Dynamics CRM

  • The revised effort estimates that have been developed are:

  • Configuration =

  • Customization =

  • Workflow =

Degree of Fit: Out of Box, Configuration, Customization, Workflow, ISV Add-on


Fit gap changes1
Fit Gap Changes

  • Based on changes arising from the Proof of Concept, the revised Fit Gap analysis has determined a <insert percentage> % degree of fit for Microsoft Dynamics CRM

  • The revised effort estimates that have been developed are:

  • Configuration =

  • Customization =

  • Workflow =

Degree of Fit: Out of Box, Configuration, Customization, Workflow, ISV Add-on

Customization, 9%

Workflow,2%

3rd Party Add-On, 4%

Std Features,46%

Configuration, 39%


Solution blueprint changes
Solution Blueprint Changes

The required changes identified during the demonstration of the Proof of Concept to the BDM/ITDMs are:

  • <insert Blueprint Change 1>

  • <insert Blueprint Change n>


Acknowledgements
Acknowledgements

Thank you to the following participants in this engagement:

  • List customer and partner resources who aided the engagement


Next steps
Next Steps

The proposed next steps are:

  • Perform a scoping assessment to determine the overall implementation costs and resource plan

  • Complete a business case analysis, if required


Questions and answers
Questions and Answers

Please ask any questions arising from this presentation.


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