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Business Analysis
Understanding the role that Enterprise CRM Solutions will play in your organization is the most important piece of a successful implementation.
CRM is a powerful and flexible tool that can be combined with partner applications to become the primary application for your business. It can also be implemented to simply support sales force automation, call centers or marketing. Properly determining the scope of the implementation and defining the success measures will help to ensure a successful implementation.
Riptide employs expert business analysts and consultants with extensive experience implementing, modifying, integrating, customizing and supporting CRM solutions. Riptide’s consulting team will define and document the unique requirements of your business and develop a specific plan to address those requirements.
The Riptide process can be applied to a new implementation or the enhancement of an existing implementation. Organizations and processes change frequently due to growth, management turnover, mergers and acquisitions, and restructuring. Your CRM implementation needs to keep up with the changing needs of the business.
A typical business analysis will include the following deliverables:
- Interviews
- Executive Sponsor(s)
- Stakeholders
- Users
- Vision & Scope Document
- Vision / Goals
- Business Needs
- Scope of Implementation
- Success Measures
- Requirements Document
- Business Requirements
- Technical Specifications
- Application Settings
- Customizations Needed
- Reports Needed
- 3rd Party Applications / Integration Needed
- Custom Software Development (if necessary)
- Training
- Administration / Support
- Project Plan
- Pricing Document
A thorough business analysis will be the cornerstone to a successful CRM implementation. The documentation provided will allow your organization to execute against the plan with or without utilizing Riptide’s expertise.
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