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System Implementation

System Implementation2020-06-24T22:17:05-06:00

Major system selections and implementations are among the most strategic initiatives that can be undertaken by an organization.  Several factors contribute to this complexity:

  • The costs involved, both for licensing and implementation – which typically are on top of an IT department’s normal budget
  • The visibility with senior leadership, because of the promise of added efficiency to the organization
  • The complexity of configurations to tailor advanced systems to the specific needs of the company
  • The need to migrate historical data, with reconciliations as needed, particularly if the system is new to the organization
  • The potential for business process changes, with resulting requirements for change mangement
  • Varying training needs, particularly for an ERP, CRM, or similar large system involving multiple personas and constituencies

Experience is a key to success with projects with this level of impact and risk.  Innovation Vista provides various advanced consulting services from experienced C-level consultants with track records with complex system selections and implementations of this kind:

  • System selection consulting – particularly relevant if stakeholder groups have differing criteria and requirements
  • Vendor selection – including identifying potential candidate options, coordinating organization-scripted demos, etc.
  • Contract negotiation – including leveraging insights from our consultant network from previous deals with primary vendors
  • Custom development project services – including structured work estimation, design consulting, and design workload coordination
  • Project management – either independently as a party between the organization and the vendor, or in partnership with a PMO
  • Vendor oversight – monitoring the vendor’s staff and approach to ensure their don’t fall into a “finish line” mentality
  • Data migration planning, coordination – including mapping, cleansing, and migration scripting development, testing, and execution
  • Testing services – unit/alpha testing planning & coordination, user/beta testing planning & coordination
  • Change management planning, coordination – including deep collaboration with stakeholder groups to understand impact
  • Training planning, coordination – including tailoring training approaches to different personas for maximum success

Please contact us to begin a dialogue about how we can bring our expertise to bear on your strategic system selection &/or implementation.

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Below see some of our recent Thought Leadership on System Implementation:

Turning CRM Data into Deep Customer Insights

The world is becoming increasingly personalized.  Frequent flier numbers and customer membership programs enable companies to track consumers' buying patterns; social media platforms and digital marketing channels enable them to know even more about our preferences and lives.  The door has been opened to inappropriate uses of this information, as evidenced by the "fake news" and Facebook/Cambridge Analytica scandals from the 2016 election.  But far more commonly, companies are using customer data in legitimate to personalize their communications with customers, with significant results. Customers are happy for you to know about them According to Accenture, 83% of consumers are willing to share their data in order to enable a personalized B2C experience, and 91% say it actually impacts their buying habits.  For B2B purposes, companies have long known there is easy access to public data about them, so any gain in efficiency is welcomed from suppliers who make use of [...]

By |February 19th, 2020|Categories: Artificial Intelligence, CRM Systems, Digital Transformation, Innovation|

CRM Adoption Needs Good Leadership as Much as Good IT

Over 90% of companies with dedicated sales teams have licensed a CRM system, and yet far fewer of these companies believe their CRMs are strategic in their impact to the top and bottom lines.  Quora got double-digits responses to the question "Why do salespeople hate CRM?"  "Why do salespeople love CRM?" had not been posted as a question as of the time of this writing. Why is it so challenging to get sales teams to use CRM systems? Contrary to some other commentators on this topic, I don't believe the problem of low CRM adoption is due mainly to the systems being overly complex, or salespeople having limited grasp of software generally.  Don't get me wrong; some CRMs are no doubt too complex, designed by techies without sufficient input from real sales teams, etc.   There are over 300 different CRM systems in the market today, and no doubt some are [...]

Guidelines for Selecting & Implementing an Enterprise System

A quick list of suggestions for evaluating & implementing enterprise systems... Consider the phasing/sequencing if you’re changing more than one system.  Modern systems have multiple modules with nice integration and package pricing (if you go for an all in one), but licensing and changing everything together ratchets up risk and organizational whiplash. Integration challenges are easy to underestimate and are often ignored by business leaders.  Be wary of “best of breed” thinking.  Structure your system evaluation as a single committee with an agreed approach to minimize political risk of choosing a standalone system for HRIS, Payroll and ERP because those leaders wanted the A+ solution their team loves, rather than an A- which integrates to all the others and gives you “one throat to choke” when something goes wrong. Get to a list of finalist platforms with market research (Gartner magic quadrant, vendor input etc), maybe watching demos on Youtube, [...]

By |March 24th, 2018|Categories: CRM Systems|