CRM Deployment Work Breakdown Structure

1. CRM Deployment Project Planning

    1.1 Project scope
    1.2 Resource Planning
    1.3 Budget
    1.4 Schedule
    1.5 Change Management
    1.6 Risk
    1.7 Test / deployment plan
    1.8 Training plan

2. Business Planning

    2.1 Document existing business processes

      2.1.1 Audit control
      2.1.2 Security
       

    2.2 Document process optimizations and automation options
    2.3 Prepare product and service data
    2.4 Define data sources
    2.5 UI Specifications
    2.6 CRM platform customizations options
    2.7 CRM reporting requirements

 3. Acquisition

     3.1 Hardware
     

      3.1.1 Servers
      3.1.2 Core networking equipment
       

    3.2 Software
     

      3.2.1 Platform
      3.2.2 CRM
       

4. Implementation

    4.1 Verify prerequisites
    4.2 Hardware deployment
    4.3 Software deployment
    4.4 UI build
    4.5 Product customizations
    4.6 Source data integration
    4.7 3rd party system integration
     

      4.7.1 Email
      4.7.2 Inventory
      4.7.3 Order fulfillment

    4.8 Support
    4.9 Workflow integration
    4.10 User setup
    4.11 Testing
     

5. Deployment

    5.1 End user training
    5.2 Management training
    5.3 Administrator training
    5.4 Production cut over
    5.5 Network monitoring integration

You may also like...

Leave a Reply

Your email address will not be published. Required fields are marked *