The CRM scoping workshop defines the range of your CRM project. Think of it as starting your CRM project on the right foot. It describes what should and perhaps more importantly what should not be included in the project. Your CRM scoping workshop is how you ensure that the CRM implementation that you provide to your team or organisation does what it needs to do in order to support their needs.
If you invest in some subject matter expert Microsoft Dynamics 365 training or Guide Me Guru (our free walkthrough of Microsoft Dynamics 365 CRM functionality) as part of your CRM project scoping phase, you will be able to easily identify those processes that can be quickly implemented with little or no customisation. Having a few members of your team with the knowledge of your business and your chosen technology, will pay huge dividends in the speed of project delivery, the overall cost of the project and the quality of the new solution.
The CRM scoping workshop also ensures that we understand your business and the requirements that you have of your CRM project. To ensure that your CRM project delivers the maximum to your business it is essential that the business processes that you will use going forward are effective and appropriate. If your CRM just automates broken or ineffective ways of doing business, you cannot get the maximum benefit from your investment in CRM. As well as avoiding automating broken and ineffective processes, the scoping workshop gives you the opportunity to confirm which are the most important processes in your business. As in many other areas of life, the pareto principle applies here, i.e. 80% of the results come from 20% of the effort. The scoping workshop will allow you to identify the low hanging fruit - the areas where you will get a lot of benefit for relatively little effort. For the vast majority of Dynamics 365 / Microsoft CRM projects, at least 70% of requirements can be met out of the box using only configuration. The real challenge comes when working out the best way to implement the requirements, since there are always multiple ways to implement each requirement.
It also gives you a chance to confirm that you really do need each process, or as one of our client's said recently "to avoid creating a bright and shiny version of the rubbish that we currently have".
As Peter Drucker once said "There is nothing so useless as doing efficiently that which should not be done at all".
Scoping is more than a woolly list of vague requirements. It should look at:
There is more detail in the video below.
The Opsis CRM scoping workshop gives you the opportunity to review your processes and to ensure that they are as you want them to be going forward before we implement them into your new CRM solution.
Scoping should be the backbone of your
Gartner has named effective scoping as one of the primary contributing factors to the success (or failure) of a Business Process project.
Scoping is essential whichever project methodology you are planning to use. Some people believe that an 'agile' project does not require a scope - that the scope can emerge as the project develops. This is only true if you have a bottomless wallet and no real timeline.
This may seem a strange thing to highlight since every project has to have a valid scope. The reason it was listed specifically for this sort of project (e.g. Microsoft Dynamics 365) is because it is a wholly different exercise with a wholly different impact on project success than the scope for a more traditional IT project.
Often when I'm discussing this with a client, they will say "but you are the expert - don't you know what we need?". We are experts, but in the same way that your doctor is an expert. When you visit your doctor, you still expect him to take enough time to understand your current problem or concern, and not just to treat you as he has treated a recent patient.
Your business is unique in the same way that your DNA or genetic makeup is unique. Yes, perhaps 99% of your DNA is the same as mine or anyone else's. But it is those small areas of difference that are important and that make you who you are. So it is for your business - and for your CRM solution.
Many business owners and business people initially feel that all businesses are the same, or at least have the same requirements of their CRM.
But it is the very nature of your business's uniqueness that means that you should invest in a scoping workshop to ensure that your CRM strategy is right for your business.
"If you fail to plan, you plan to fail" - Harvey Mackay
Surprisingly to many people, we do not discuss the CRM technology during the workshop. The focus of the workshop is your business - specifically its challenges and how you want it to work moving forward.
During the scoping workshop we use our unique IP to guide a conversation about your business and how you want it to function going forward.
To do this we look at how your business runs, at your business processes, the reports that you need CRM to give you, the data that you have already collected, the communications that you have with your clients and prospects, the users who will be using CRM, where most of your current blockages are and any dates that will influence how the project is planned.
Once the workshop is complete we use the information that we gathered to document requirements and then design your CRM solution. This means that once you start to use CRM your users can:
This includes a scope document which shows you how CRM will fit your business and will support it going forward. It will also give you a timeline for your CRM project and will let you know when you are needed in the project.
From this we are able to give you an accurate cost estimate for delivering the functionality to you and ensuring that it works and delivers what you expect for you, your team and your business.
This depends on
After an initial complimentary conversation, we will be able to give you a firm price for your Microsoft Dynamics 365 scoping workshop.
If you'd like to use our workshop format yourself, you can download the Opsis workshop resources here. Just make sure you have a good facilitator who is trusted by all participants, so you get the best possible input from your team.
Remember - There is nothing so useless as doing efficiently that which should not be done at all.
Opsis is an expert Microsoft Dynamics 365 CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these. Our focus is wholly CRM success, with Microsoft Dynamics 365. We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. Our range of Microsoft Dynamics 365 services include CRM strategy, CRM scoping, Dynamics 365 implementation, technical support and Dynamics 365 training.