Implementation & Consultancy
Wizard's services help customers get measurable business results from our solutions. By helping you realise capabilities and add value to your business, the Wizard Systems consulting approach is designed to help you improve your business agility:
- It's collaborative, with a strong emphasis on knowledge transfer from our consultants to your people on the front line
- We provide a single point of contact and responsibility for all issues relating to your implementation
- Most of all, our industry and technology consultants have 'been there' - so you get the benefit of our experience as well as our knowledge of Wizard's business tools
Pre-Sales Consultancy
From the first point of contact, we will normally visit your office for the purpose of trying to understand your requirements and exploring potential solutions with you. When appropriate, we’ll also provide a full demonstration of the proposed solution to you and your colleagues and then provide a comprehensive and complete quotation covering everything that you need. If you're pressed for time or if distance doesn't allow us to visit you, we can also provide presentations over the Web.
|
|
Pre-Implementation Consultancy
Once you have made a decision to purchase, and depending on the size of the installation, we may undertake an on-site scoping exercise. The aim of the exercise is to clarify the strategic objectives and to provide the management team with a clear understanding of the effort and resource required to deliver a successful solution.
An important element of this is agreement on the priorities of the business and phasing of delivery. We will also highlight any potential constraints or risks.
During the scoping exercise, the following areas are covered:
An important element of this is agreement on the priorities of the business and phasing of delivery. We will also highlight any potential constraints or risks.
During the scoping exercise, the following areas are covered:
- Brief explanation of how the project is delivered
- Document a detailed specification of your requirements down to field level and data for these fields
- Confirm roles of each of the individuals for the project duration
- Give brief overview of the standard system
- Agree early actions to set into motion that will help both parties get a headstart on the potential project launch
Requirements & Design Document
- Summary of the strategic objective(s) to which the project is aligned
- Summary of departments and staff in scope
- Based on the standard screen views for Companies, Persons etc we detail the functional specification down to field level per screen including field type, field selection lists, field length, mandatory etc.
- Define the reporting and Word template requirements
- Definition of any configurations required beyond the standard system functionality (new entities, views to reflect data integrated from elsewhere etc)
- Detailed data audit including data readiness, data sources for initial upload, migration plan, and any associated issues
- Integration definition – identify the existing systems to be integrated, the data items likely to be integrated and the nature of the integration (real-time/batch/ write-back etc.)
- Documentation of any automated processes, workflows, alerts and escalations
- Document the planned users, user access profiles, security privileges and territory management
Statement of Work Document
- Project approach, resources, roles, responsibilities and expectations
- Project risks, constraints and dependencies
- Technical environment – existing and required
- Basic project plan, change control procedures, project reporting and phasing
- User acceptance testing and system testing procedures
- Training plan – users and system administration
- Man days effort required broken down into specific work packages with associated costs based on the detailed specification defined in the Requirements and Design document
- Go-live procedure and handover to Support procedure
- Summary of documentation to be provided following implementation audit
Why Wizard Systems?
No matter what your needs, if one of our CRM solutions is the right product for you then we will be able to assist. If we don't think that any of our CRM solutions can reasonably meet your requirements then we would rather you knew this early on than waste money and valuable time on a solution that is not suitable.
Whether you are new to CRM solutions, already a customer of Wizard Systems, or have purchased a CRM solution from elsewhere, please contact us if any of the following are of interest:
Whether you are new to CRM solutions, already a customer of Wizard Systems, or have purchased a CRM solution from elsewhere, please contact us if any of the following are of interest:
- Workflow analysis to understand your business and enable tailoring of a CRM solution
- Installing, configuring & customising any of our CRM solutions
- Automating as much of CRM processes as possible via external instructions or Automated Processes
- Setting up remote access for users to your chosen CRM solution
- A CRM solutions review with recommendations on how configuration, customisations and user processes can be improved
- Enabling remote internet access to GoldMine or Sage CRM (requires additional software)
- Troubleshooting new or ongoing problems with your CRM solution
- Troubleshooting for your CRM Solution.
- Bespoke or integration requirements.
