Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM


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Do you want to ensure that your CRM project stays at least close to your planned budget?

To avoid a project, CRM or non-CRM, budget blowout - focus on Understanding.


This is a true story.

  • A client, badly misadvised by their trusted partner
  • Thousands of dollars wasted
  • Thousands of hours of effort wasted
  • All because understanding was missing

CRM projects are rarely found to be easy.  Budget blowout - and sometimes massive blowout - is surprisingly common.

If you want to ensure that your CRM project budget stays close to your planned budget, rather than falling victim to budget blowout - focus on understanding.  Ensure that you have people in your internal team who understand

  • Project Methodology
  • The selected technology
  • Your business

Every member of your team should understand at least one of these three factors, and ideally, you have some people who are across all of them.  This is how you avoid the 'lost in translation' effect as requirements (or desires) pass from the business to the implementation team.  It is a sound investment to upskill team members in any of these areas where they are lacking.

While this story focusses on a CRM client of mine, much of the content is applicable to non-CRM projects.

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.