| Initial Project Implementation related |
On-going Adoption and Support related |
1. Project Kickoff to coordinate project logistics
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1. Email/telephone support for minor issues
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2. Project envisioning (project objectives, key successful factors, etc.)
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2. Quarterly system usage review
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3. Requirement study and documentation (e.g. Gap Analysis Document)
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3. Data integrity and clansing consultation
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4. Solution design workshops
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4. Usage issues
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5. Suggestion on system processes after understanding of customer business processes and business objectives
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5. New user training or existing users re-training
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6. Application configuration based on priorities determined by Introv and the customer
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6. New objects configuration or modification of existing objects
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7. Configuration of custom objects, reports and dashboard
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7. New reports/dashboard writing or modification of existing reports/dashboard
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8. Consultancy on data cleansing
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8. New features business benefits analysis, mapping, configuration and training
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9. Data migration
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10. Post-configuration solution review session
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11. Scenario-based training
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12. Best practices training presentation
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13. New processes and operation guideline for system go live
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14. Recommendation on future enhancement
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15. Any other CRM project related issue recommendation and consultation
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