This model is all about best practices. It starts with us gathering requirements and attaining a thorough understanding of your desired implementation. This allows us to set accurate expectations and ensure both parties are in perfect alignment before anything is done. We then prepare a fixed price SOW that meets your specific needs. If our SOW is well received we put together a project plan outlining our resources and a project plan and agree on when to begin the work. Our requirements gathering efforts begin via a QuickStart Blueprint or a Strategic Analysis. These are the only two options to start down this path with us.

Our team of CRM project management experts will engage with you from the very beginning of the process, ensuring that you get the CRM business solutions that precisely meet your business needs and maximize your return-on-investment. This is the engagement model to choose if you want CRM business solutions delivered on time and on budget that are guaranteed to meet your business needs. This engagement model includes CRM Project Management and is the only engagement model that can lead to a fixed-price Statement of Work (SOW).

It is for customers who need CRM project management, who need solution architecture and design, or who are looking for xRM to proactively lead and deliver a completed project via a scope of work contract. For customers looking for us to architect an end-to-end solution, manage the entire project, and deliver it in an agreed-upon schedule, we recommend the xRM-managed model. This engagement model starts with on-site requirements gathering that results in the production of a Strategic Analysis document. Our best practices approach also includes fit gap analysis, design, project management, development, testing, deployment, training, and post-development support.

Working together with members of your team, our consultants decipher your business practices, workflows, and pain points, and develop a strategy to improve your organization’s efficiency, security, and profitability through the implementation of innovative Microsoft technologies.

This is the model to choose if you want CRM business solutions delivered on time and on budget that are guaranteed to meet your business needs. This is also the only engagement model that can lead to a fixed-price Statement of Work (SOW).

Self-Serve

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QuickStart

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You lead

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