Phased Deployment

Posted by brain in Uncategorized on 11 21st, 2009 | no responses
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A BRAIN-METHOD™ Phased Deployment Plan

Your Salesforce CRM implementation requirements are a bit more complex than a Quick Start, and you need a phased plan that assures success.  ForceBrain.com has defined and executed complex implementation plans for hundreds of users across international enterprises.

Our proven BRAIN-METHOD™ Process for a Phased Deployment may include:

  1. Strategic CRM Steering Committee – We work with you to assemble an executive steering committee to assure top down adoption and leadership through-out the project, ultimately assuring success.
  2. Phased Deployment Plan Approval – ForceBrain.com creates a Phased Deployment Plan that accurately accommodates your strategic and tactical corporate CRM goals.  The high-level plan addresses specification, budgetary, and timeline considerations. You review this plan, offer feedback, and approve for execution.
  3. Plan Execution – A methodical step-by-step approach is invoked to achieve successful implementation results.
  4. Phase 1 Example:
    1. Business Process Review & Config Plan – We work with you to define, refine, document, and map your business processes to your CRM implementation plan.  We then create a Config Plan and review with you.
    2. Data Assessment & Data Plan – We review your current data-scape and create a Data Plan to best leverage your existing data, and any new data sources.
    3. Pilot Alpha – Review Salesforce CRM with all configurations completed.
      1. Configuration – We configure the first round of requirements.
      2. Data Services – We execute the agreed data plan.
      3. Analytics – We configure all custom analytics to track your key performance metrics.
    4. Pilot Beta – We review your completed Pilot, prior to training.
    5. Training & Support Plan – We create and execute an on-going training & support plan for your management, users, and Salesforce Administrator/s, which assures adoption.
  5. Phase 2 – Once the pilot phase has successfully been executed, we host another meeting with the steering committee to review and approve Phase 2, which is often a repetition of phase 1 to a new region, division, or department.

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