CRM - Project Delivery Process
1
Weekly Tasks CRM Project Delivery Process Chart Pre Kick-off Kick-off / BPR Configuration Data Migration Training & Support Business Analyst/Database Architect Project Management Finance Sales Opportunity COMMIT Forecast Assign PM and BA CLOSED WON Project Kick-off Preparation Project Kick-off BPR Session Sys. Validation. Client Sign-off. Data Mapping Data Validation. Client Sign-off Training Preparation Support Period Project Feedback Complete Invoice Forecasting Knowledge Sharing Session with Sales Rep/PM Project Plan Requirement Specification Document Data Migration User & Admin Training Project Completion Review Project Status Resource Booking, Budgeted/ Planned Hours Project Dates. Project Resource Assignment Project (Theikos Org) Project (Open Air) Project Hours Update Weekly Status Report Task % Completion Timesheets System Configuration/ Customization Client Sign-off Invoice Creation Payment Follow-up
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Transcript of CRM - Project Delivery Process
Weekly Tasks
CRM Project Delivery Process ChartPre Kick-off Kick-off / BPR Configuration Data
MigrationTraining &Support
Bus
ines
s A
naly
st/D
atab
ase
Arc
hite
ctP
roje
ct M
anag
emen
tFi
nanc
eS
ales
Opportunity
COMMIT
Forecast
Assign PM and BA
CLOSED WON
Project Kick-off Preparation
Project Kick-off
BPR Session
Sys. Validation.Client Sign-off.
Data Mapping
Data Validation.Client Sign-off
Training Preparation
Support Period
Project Feedback
Complete
Invoice Forecasting
Knowledge Sharing Session with Sales
Rep/PM
Project Plan
Requirement Specification
Document Data Migration
User & Admin Training
Project Completion
Review Project Status
Resource Booking, Budgeted/ Planned Hours
Project Dates. Project Resource Assignment
Project (Theikos Org)
Project (Open Air)
Project Hours Update
Weekly Status Report
Task % Completion
Timesheets
System Configuration/ Customization
Client Sign-off
Invoice Creation Payment Follow-up
