Key Users review the system
Business processes and business rules are documented and approved
Permissions Set-up
Finalize System Configuration
Based on the feedback from the Client Project Team following the 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 defined during the On-Site Discovery Session.
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.
Reconciliation of BSI Data is completed
During the On-Site Discovery Session, the CRM Business Consultant performs the initial reconciliation of the BSI data with the Client BSI Specialist. Upon completion of the initial reconciliation process, the CRM Business Consultant turns over a list of open issues to the CRM BSI Specialist to work with the Client BSI Specialist to address prior to the Go Live User Training.
The Final Review and Reconciliation of BSI Data will be performed between the CRM Business Consultant, the CRM BSI Specialist, and the Client BSI Specialist to ensure that all open issues are resolved prior to the Go Live User Training.