Get the right problems defined and the critical requirements clarified using
Business Analyst (BA) consulting by Success with CRM, today!
Expert business process analysis lays the foundation for transformative business development.
Our clients benefit from using our business analyst skills to determine the complete list of required requirements needed for your organization, now and into the future. In addition, we can apply best practices from our depth of small and mid-sized business acumen and breadth of CRM implementation experience from other client organizations like yours.
Our first step is to listen to your wants and needs to gather evidence for what your CRM must do and how it will need to adapt in light of anticipated future changes to get your desired outcomes.
Identify areas where processes need improvement by listening for these 15 indicators while talking with stakeholders and employees of the company:
Requirement List and How to Create One
Getting to Effective CRM Use Cases
Business process setup guide - PDF
Clarify the business case to justify needed organizational changes and your CRM as essential infrastructure.
Identify jobs to be done that make up your CRM “user story” and incorporate their details into “use cases” for your chosen CRM.
Uncover related needs to include in the solution’s requirements before you make your final choice.
Study current processes to determine the target, “best case,” more effective processes to aim for.
Construct a more complete requirements management plan.
Define your specific priorities for the software’s functional, nonfunctional, technical, and transitional requirements. You will know exactly how our recommended solution will get rolled out and effectively used.
After the analysis, we also provide the roadmap and resources for your team to learn to use your chosen CRM solution. Our CRM implementation skills focus on practical knowledge transfer to our clients at a level their users can digest and utilize.
Understanding and managing business and stakeholder requirements take traditional CRM selection up a notch in the results it delivers. Lack of a clear understanding of these requirements is a costly mistake. Verifying solution requirements is a key component of Success with CRM’s professional services, so you get all that you need and nothing that you don’t.
Read about Why you need a CRM Functional Requirement List - and How to Create One
A business case is a top-level justification for your CRM initiative. It’s the reasoning for why you need it. It is created by the stakeholders and sponsors. Can you state your business case for software improvements?
User stories have become a common first step to capturing functional requirements. They set the stage for the process by stating your need: “I want [insert goal/desire] so that [name the benefit].
A use case is a description of behavior. It expands on the user story with full details. It is a way to visualize how the users and the system will interact to do something useful. Once we know that, we can be sure we are building the right system. Another benefit of the use case: It captures and prioritizes the functional requirements of the solution. A use case is expressed in simple, specific language and sometimes with diagrams. Learn more about getting to effective use cases here.