Many organisations are looking to move from Dynamics on prem to Dynamics online. A big task with lots of moving parts, here are some steps you can take to make the move a little more seamless. Read on for more detail about each step. A checklist to make your move from on prem to online…
You’ve designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone its on its way. Now its time to train the users. Here’s 5 tips to help you deliver your session. Using CRM is different to your standard system where you may add a note covering…
Prevention is better than cure, so why wait until its all gone Pete Tong (wrong) before taking action? A project post mortem is carried out after the event when the damage has been done, we may sometimes take that learning into the next piece of work/project or, as in many cases, the paperwork gets put…
Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing the spec. In this blog I’ll cover 9 things you should consider. A good spec. lets suppliers and colleagues know exactly what the new system will look and feel like. It also helps the testing…
In this blog ill walk you through process maps. Why you need them and things to consider. Process mapping might sound boring…but by understanding how your current processes work, you’ll identify improvements and the work required to move it into CRM. There are hundreds of websites and books which go into detail about process/customer journey…
