Product Description

CIOPages.com CRM Transformation Sample Project Plan is a list of customizable project planning items to use while planning a complete CRM transformation in a vast and complex company.

CRM Transformation Sample Project Plan

CRM Transformation Sample Project Plan

What do I get?

  • CRM Transformation Sample Project Plan is a spreadsheet with about ~300 rows of Project Plan items. Teams can easily customize and modify the project plan items to a company’s unique needs.
  • The CRM Transformation Sample Project Plan focuses on primarily business activities, but also includes high-level technical project details.

What do I not get?

  • The CRM Transformation Sample Project Plan in a flat structure without dependencies, timelines, and resource loading. The expectation is those items shall be done by your teams, or with our professional services assistance.

What is CRM Transformation Sample Project Plan?

There are about 300 rows of project plan activities and milestones. The broad scope of Sample Project Plan Items includes:

  • Startup
  • Planning
  • Definition
  • Design
  • Development/Integration/Configuration
  • Deployment
  • Go Live

The sample project plan for a CRM Systems implementation is an Excel spreadsheet with an indented list of project planning activities, tasks, and milestones in a flat structure. You may import these into a traditional project planning software as a CSV file; or add items like start and end dates, dependencies and resources in the Excel file itself.

Caveats:

  • As the CRM Transformation Sample Project Plan Items is a digital product, there are absolutely NO Returns.
  • Depending on your industry, the type of project planning and practices you follow, and the scope of your transformation, some of the plan items may not be relevant to you.
  • If you are a consultant or a consulting company, there is a different pricing, license, and terms.
  • Sold on an as-is basis and with no warranties
  • This sale does not include implementation help or support. If you need professional services assistance, please contact us.
  • Please review our standard terms of service.

Need Consulting or Advisory Services?

Contact Us

Is this really a “Project Plan”?

Indeed the project plan items are real, necessary and valid. What the sample project plan rows represent are raw “activities” and “milestones.” To convert them into a real project plan, you will still need to assign start and finish dates, mark dependencies, estimate effort, and align resources. That is when “Sample” project plan with a list of “items” will become an actual project plan.

How should we use the CRM Transformation Sample Project Plan?

A project plan is one of the critical ingredients for CRM success. More often than not, in every large (and sometimes medium-sized) enterprise, a cross-functional team of business/technology/architecture teams spend countless hours in conference rooms trying to whiteboard and write project plan items from scratch. The more time they spend on basic and obvious planning things, the more likely they will miss out on something unique and relevant to the project. Instead, using our CRM Software Implementation Sample Project Plan Items, you can focus on what’s different and unique about your situation. That is, you can spend 90% of your time on the 10% of the CRM Project Plan components that matter. And only 10% of your time on the 90% of planning items that are table stakes.

But, our Company is Unique – will it fit us?

Of course, you are unique but not as unique as a unicorn!
We understand and acknowledge each company is slightly different concerning some project planning approaches and methodologies. However, while there may be divergence at the edges, there is a lot of convergence at the core between most firms. At the end of the day, you conceptualize, plan, define, design, develop, deploy and run your systems – the differences may be in the relative emphasis on the critical processes as well as the development methodologies and project planning frameworks.

Last but not the least, we don’t expect our CRM Software Implementation Sample Project Plan deliverable (or any other sample deliverable, in fact) to fit you 100%. We expect you to take this set of project planning items as a straw model or a base set of project needs, and use them as a springboard to achieving the level customization and specificity in a project plan you desire.

If you need professional services help to tailor the project planning items into an actual project plan, based on your needs and capture your firm’s unique essence, we can also help. Contact Us for Advisory Service details.

But, what if we have a Project Plan already?

Well, in that case, either you can go with it, or if you need to validate and cross-reference, you will still find our Project Plan items valuable. After all, the price is less than the one-hour of time spent on the combined brain power assembled in the room.

What is my ROI?

The Value of Time Spent:

Typically, it takes a team of 4-6 to draft the Project Plan

  • A Program or Project Manager
  • Business Analysts
  • Architects
  • Technology Managers
  • Functional Experts – 2 or 3 to represent the broad spectrum of areas.

Now you can multiply the average hourly cost of the team and the hours spent, and you’ll get the story.

Opportunity Cost:

In addition to the time spent and the associated costs of drafting routine Project Planning Items, you also have an opportunity cost.

By quickly adding/deleting/modifying the base set of the Sample Project Activities, it will allow you the luxury of spending the balance of your quality time in conceptualizing and crafting the unique and specific Project Planning Activities, based on your company’s project planning methodology.

Of course, let’s not forget the “Day Job” each of the SMEs (subject matter experts) could be doing, instead of spending many hours on this activity.

Acceleration:

Instead of spending countless hours stretched across weeks or months, you can have a baseline of Project Plan Items in a couple of sittings. That helps you expedite and accelerate the transformation planning.