Planning & Analysis

In the analysis phase most of the business processes are identified and documented at a high level.  Goal of the analysis phase is to understand the customers business and processes performed. Modeling and documenting the customers business is important.

Every implementation of CRM begins with a Project Kickoff and Planning Meeting. A well planned and organized Project Kickoff and Planning Meeting sets the tone for a successful project.
The Project Kickoff and Planning Meeting is the official start to the implementation project, and is the first opportunity for our and the client project team to develop the plan for leading the implementation project to a successful completion. During the Project Planning Meeting, we begin to anticipate and plan for the resources that are going to be required in order to achieve a successful implementation.

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