Initial Project Implementation related   On-going Adoption and Support related
1. Project Kickoff to coordinate project logistics

1. Email/telephone support for minor issues

2. Project envisioning (project objectives, key successful factors, etc.)

2. Quarterly system usage review

3. Requirement study and documentation (e.g. Gap Analysis Document)

3. Data integrity and clansing consultation

4. Solution design workshops

4. Usage issues

5. Suggestion on system processes after understanding of customer business processes and business objectives

5. New user training or existing users re-training

6. Application configuration based on priorities determined by Introv and the customer

6. New objects configuration or modification of existing objects

7. Configuration of custom objects, reports and dashboard

7. New reports/dashboard writing or modification of existing reports/dashboard

8. Consultancy on data cleansing

8. New features business benefits analysis, mapping, configuration and training

9. Data migration

 

10. Post-configuration solution review session

 
11. Scenario-based training

 
12. Best practices training presentation

 
13. New processes and operation guideline for system go live

 
14. Recommendation on future enhancement

 
15. Any other CRM project related issue recommendation and consultation