Finalize System Configuration
Based on the feedback from the Client Project Team following the Review and Discovery Phase, the CRM Business Consultant will work with the Client Project Manager to perform a final analysis of the system configuration. Together they will confirm that all form designs are appropriately configured to manage the business processes that were discussed during the On-Site Project Kick-Off and Planning Meeting.
Completion of Client Installations
Once Tour de Force CRM is installed on the server, the client programs of Tour de Force CRM can be installed on laptops and other computers that are not connected directly to the network.
The CRM Environment Consultant typically trains either the Client IT Administrator or the Client Tour de Force CRM Administrator on the procedures for installing Tour de Force CRM on workstations and setting up laptops for using the application in an offline or disconnected environment.
Initial BSI Reconciliation
When the Business System Integration (BSI) module has been purchased, the Initial Reconciliation of the BSI Data becomes a vital milestone in the Readiness phase of the project. Although the user interface that displays the BSI data is standard for all ERP systems that are connected to Tour de Force CRM, how the data is calculated and populated varies depending on the ERP system. Each system may have variable options on how sales are calculated, and different organizations may have specific variables related to how sales are calculated that other users of the same system do not consider. Due to this variable nature regarding the use of ERP systems, additional modifications may need to be made to the BSI Connector to accommodate the client’s needs.
Once the CRM Project Team installs the BSI Connector on the client’s system, it is critical that the client take the time to properly reconcile the sales and profit numbers against the sales reports that are most often used by the company to measure sales and profitability. One of the most common mistakes clients make is assuming that all the numbers are correct at first glance and not taking the time to closely compare what Tour de Force CRM displays versus what reports generated from the business system display. The result of not reconciling the data before training is the loss of credibility to the users. If users are able to identify discrepancies in the data during the Go Live User Training milestone, the long term credibility of the data is greatly tarnished.