Leverage our CRM Experience

 

Tailored after a decade of experience successfully implementing CRM projects for companies of all sizes, our methodology is proven; we set expectations every step of the way and ensure your project will come in on time and within budget.

Back to Services for Microsoft Dynamics CRM

1
Discovery
Business Requirements

Document Business Requirements/Meeting Minutes

Business Requirements Sign-Off

Outline high level project scope

Provide indicative overall project estimate

Provide SOW for Functional Definition

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2
Design
Functional Design

Translate Business Requirements into Functional Systems Requirements

Functional Specification Document Creation

Data Migration Analysis

Functional Specification Document Sign-off

Deliver actual project estimate, milestones, and timeline for implementation

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3
Development
Technical Specification

Translate Functional Requirements into Technical Specifications

Milestone Reviews with Customer

Unit & System Testing

Data Migration Design

User Acceptance Test (UAT) Scripts

Development Sign-Off

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4
Deployment
Implementation

Installation & Configuration of Customer Environment

Migrate Development from AbleBridge Staging Environment to Customer Production Environment

Customer Testing & Acceptance

End User / Administrative Training

Go Live / Production Rollout

Project Sign-Off

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