Our Project Implementation Process

 At CRM Dynamics an HSO Company we are 100% focused on successful Microsoft Dynamics 365 CRM implementations. We assess our client’s project requirements and recommend a focus that is essential to client success.  

Fit Gap Approach: Small – Midsize Implementation Methodology 

We utilize the fit-gap project process for small to medium-sized business implementations. This approach embraces the mantra of starting simple to reduce project cost, meet your organizational goals, and encourage user adoption.  CRMD-HSO begins the fit-gap analysis by determining if and where gaps in the organization’s functionality exist.  The team then defines both the project plan and the stakeholders who ultimately will drive tactical and strategic decisions.  

The next phase in the implementation process includes discovery workshops where a deployment plan, the solutions technical architecture, and cost are highlighted to refine the initial business requirements into key requirements. The goal is to suggest a realistic implementation approach that mitigates potential risks. 

CRMD-HSO will follow a structured process to prioritize gaps, followed by Configuration and Automation, which includes reporting and security, Testing, Training , and Support. 

Iterative Hybrid Approach: Large Implementation Methodology 

CRM Dynamics an HSO Company follows a derivative of the Microsoft Sure Step implementation methodology for larger projects.  We recommend a multi-release program with iterations in each release demonstrating success along the journey and delivering the solution that meets the organization’s needs while actively collaborating with the client team throughout the process.  

Documentation Sprints 

The product backlog is built during the Discovery phase at the epic and feature level. Iterations will deliver further detailed requirements and designs in the form of user stories and tasks. Features and user stories will include effort estimates which will be used to track progress against the project plan. As per the iterative process, the sprint planning exercise drills into the details expected within the sprint. 

Execution Sprints  

The product backlog items requiring development and configuration will be delivered in iterationsAdditionally, sprint duration may vary depending on client and project needs. This will be established concurrently with the solution design and documented within the project plan. 

 Training and Release Readiness 

Each release has three specific activities that follow the design and execution iterations:; Training, Go-Live and Support. Each release will have a tailored training program geared towards the business function planned for that specific release. The team will focus on preparing the organization for go-live by assessing training needs, planning/delivering training, and preparing the required business and IT documentation to support training and refresher training post go live.