Birthday Cakes and Extensions - an approach to projects that uses every day life ideas
In "Birthday Cakes and Extensions", a discussion between Gill Walker and Deb Coviello - the drop-in CEO, they talk about an approach to software implementation that takes ideas from every day life and uses them to make your software implementation easier, quicker, and cheaper than many projects are today. Click on the button below to listen to our conversation.
Gill uses the analogy of a birthday cake, and the options that you select to personalise it, to highlight how some changes to the standard functonality of a CRM technology, may sound good, but are simply not sensible, practical or cost effective for your project. Identifying these changes can save you lots of time and potentially thousands of dollars - in implementation time and ongoing support. There is always a choice between putting the intelligence of a solution into the system or into the users. However, a technology like Microsoft Dynamics 365 is used by thousands of organisations, so it does largely have workflows which work. If you find yourself having to make major changes to how the systems work, perhaps you should ask why your business, or your business processes need to be so different from ones which largely work for thousands of other organisations.
None of us were born knowing how to use a CRM, or any other technology. Perhaps, rather than bending and twisting Dynamics 365, providing your users with training that shows them both the processes and why they are designed in the way that they are would give you a better solution and fewer problems later on.