Business Solutions for Microsoft Dynamics CRM

Approach Business Analysis xRM1 Business Solutions Approach Business Analysis

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Business Analysis Results  Business Strategy ▫Map with approach recommendations ▫Priorities  Effort estimate for the implementation ▫The necessary efforts and budget per topic are known. ▫Priorities can be set after a cost-benefit analysis. ▫Cost drivers are known.  Process Map with priorities and implementation steps ▫The topic overview with the requirements documentation is available. ▫The topics are divided into implementation steps and can be planned further. ▫The budget scale per step is known.

Business Analysis: The process at a glance Stakeholder Definition Selection of relevant processes / interview topics Integrated work live Stakeholder Definition Selection of relevant processes / interview topics Integrated work live Which improvements do you wish for? Your concrete requirements close to the standard Which improvements do you wish for? Your concrete requirements close to the standard Establish a process map Your company‘s potential Strategy recommendation and prioritizing Recommendation proceeding Effort estimate Establish a process map Your company‘s potential Strategy recommendation and prioritizing Recommendation proceeding Effort estimate Fundamental decisions Agreement of further proceeding with project manager and customer Fundamental decisions Agreement of further proceeding with project manager and customer Preparation Interview Workshops Next steps Processing

Stakeholder definition Name & Role Name Role …. Sales Marketing Controlling HR Management Name & Role Name Role …. Name & Role Project Management Name & Role

Interview phases Expectations Appointment 1 1 Dynamics xRM Walkthrough 2 2 Intended Improvements Intended Improvements 3 3 Feedback Appointment 4 4

Establish a Process Map Business Units Departments As-is processes Process map Area 2 Area 3 Area 1 MarketingSalesService Project Management Entwicklu ng Aquisitio n/ Vertrieb Auftrags- realisieru ng Leistungs- erstellung Beschaffu ng Finanzen Bonitäts- prüfung Investitio nen Vertriebs- planung Auftrags- bearbeitu ng Produktio n Rechnung s- stellung Kontierun g Recruiting Standardi -sierung Zielplanu ng Kalkulatio n Qualitäts- kontrolle LagerungEinkauf Instant- haltung Produkt- entwurf Versand Personal- beschaffu ng Controlli ng Bestellun g Wartung Audits Marketin g Kommuni -kation Angebots- erstellung Fakturier ung Kunden- stammda ten Finanz- planung Reklamati ons- abwicklu ng Reporting Forderun gs- überwach ung Buchhalt ung Service Reparatu ren Bilanzieru ng Entwicklu ng neuer Produkte Resource n- planung Stammda ten- pflege Neukund en- aquise Archivier ung Ersatzteil- beschaffu ng Kundend aten Weiterbil dung Entwicklung Aquisition/ Vertrieb Auftrags- realisierung Leistungs- erstellung BeschaffungFinanzen Bonitäts- prüfung Investitionen Vertriebs- planung Auftrags- bearbeitung Produktion Rechnungs- stellung KontierungRecruiting Standardi- sierung Zielplanung Kalkulation Qualitäts- kontrolle LagerungEinkauf Instant- haltung Produkt- entwurf Versand Personal- beschaffung Controlling BestellungWartung Audits Marketing Kommuni- kation Angebots- erstellung Fakturierung Kunden- stammdaten Finanz-planung Reklamations- abwicklung Reporting Forderungs- überwachung Buchhaltung Service ReparaturenBilanzierung Entwicklung neuer Produkte Resourcen- planung Stammdaten- pflege Neukunden- aquise Archivierung Ersatzteil- beschaffung Kundendaten Weiterbildung

Selection of relevant processes DevelopmentFair Leads Order Implementation Goods and Services PurchaseFinance Credit Assessment Investments Sales Planning Order Processing ProductionBilling Accoount Distribution Recruiting StandardizationTarget Planning Calculation Quality Control Storage Resource Dispatching Maintenance Product Design Dispatch Project Planning Controlling Order Technical Service Audits Marketing Communication Visit Preparation Offer Preparation Customer Master Data Financial Planning Complaint Processing Reporting Accounts Receivable Management Accounting Time Tracking RepairsBalancing Product Development Ressource Planning Master Data Maintenance Customer Acquisition Filing Spare Part Purchase Customer Data Request for Further Education

Set priorities Ihre Prozesse DevelopmentFair Leads Order Implementation Goods and Services PurchaseFinance Credit Assessment InvestmentsSales Planning Order Processing ProductionBilling Account Distribution RecruitingStandardizationTarget Planning Calciulation Quality Control Storage Resource Dispatching Maintenance Product Design Dispatch Project Planning ControllingOrder Technical Service AuditsMarketingCommunication Visit Preparation Order Preparation Customer Master Data Financial Planning Reporting Accounts Receivable Management AccountingTime TrackingRepairsBalancing Product Development Customer Data

Enrich process map with standard processes Master data & activity management Base infrastructure Basis Your Processes Change Manangement Development Lead Generation Order Implementation Goods and Services PurchaseFinance Credit Assessment InvestmentsSales Planning Order Processing ProductionBilling Account Distribution RecruitingStandardizationTarget Planning Calciulation Quality Control StorageRecruitingMaintenance Product Design Dispatch Project Planning ControllingOrder Technical Service AuditsMarketingCommunication Visit Preparation Performance Reviews Customer Master Data Financial Planning Reporting Accounts Receivable Management AccountingTime TrackingRepairsBalancing Product Development Customer Data

Anreicherung der Prozesslandkarte mit Standard-Prozessen Master data & activity management Base infrastructure Basis Ihre Prozess Change Manangement DevelopmentFair Leads Order Implementation Goods and Services PurchaseFinance Credit Assessment InvestmentsSales Planning Order Processing ProductionBilling Account Distribution RecruitingStandardizationTarget Planning Calciulation Quality Control Storage Resource Dispatching Maintenance Product Design Dispatch Project Planning ControllingOrder Technical Service AuditsMarketingCommunication Visit Preparation Order Preparation Customer Master Data Financial Planning Reporting Accounts Receivable Management AccountingTime TrackingRepairsBalancing Product Development Customer Data

Prioritization of identified activity areas  Which activity areas are relevant?  Which are the priorities within these activity areas?  Which departments and sites are involved? xRM Initiative Basic Modules Master Data - Customer Master Data - Contracts Activity Management Business Management Finance Human Resources Idea & Process Management Evaluation Organization Rewards Sales & Marketing Lead Generation Sales Processes Campaign Management Campaign Management Project Management Project Planning Resource Management Travel Management … … HR Management Recruiting Performance Reviews 360° View Global Management Controlling Forecasts Strategy

Prioritization of identified activity areas xRM Initiative Basic Modules Master Data - Customer Master Data - Contracts Activity Management Business Management Finance Human Resources Idea & Process Management Evaluation Organization Rewards Sales & Marketing Lead Generation Sales Processes Campaign Management Campaign Management Project Management Project Planning Resource Management Travel Management … … HR Management Recruiting Development 360° View Global Management Controlling Forecasts Strategy

Iterations Process Iteration 1  5  12  3  8  1 Process Iteration 1  5  12  3  8  1 Process Iteration 2  1  7  13  21  24 Process Iteration 2  1  7  13  21  24 Process Iteration 3  18  16  10  11  4 Process Iteration 3  18  16  10  11  4 Year 201X Iterartion 2 - XX% Iterartion 1 - XX% Year 201X Iterartion 2- XX%

Effort forecast