See how a Typical Project Works
Hybrid Agile Waterfall Methodology
Interested in what we have to offer, you reach out to Total CRM as a potential partner in CRM for your business.
Best Practice Advice
Based on your needs and using our expert CRM guidance, we develop a specific set of recommendations to be implemented within your business.
We meet with your key stakeholders to gain a comprehensive understanding of the situation, identify requirements, clarify goals, and define the scope of the project.
Business Process Analysis
We document the key business processes and how they would operate in your future state CRM system. We then verify these processes with your team and gain their confidence.
We create a proposal to drive change. The proposal uses the knowledge gained during discovery workshops and business process analysis to present a solution to meet the needs of the business. This includes a breakdown of costs and recommendations.
The Agile framework provides a structured yet flexible approach that emphasizes collaboration, iterative progress, and responsiveness to change. Short sprints of design; development; testing; deployment; and user training rapidly deliver specific use cases. This loop is repeated until all functionality is completed and user-generated issues are resolved.
Training & Testing
The solution undergoes thorough testing and we train key stakeholders before go-live. This ensures the system is functioning correctly and meets the specified requirements.
The project is officially deployed and made available to users. It marks the transition from development and testing to the actual usage of the software in a live environment.
The project now moves into a phase of responding to issues discovered, tweaking the system to support user preferences and training for System Administrators.
Ongoing Support and Maintenance
This phase ensures the software remains functional, secure, and effective over time. It involves addressing issues, making improvements, and offering assistance to users to secure better outcomes and productivity.
Focus shifts to maintaining a strong, long-term partnership. We ensure needs are anticipated through communication, ongoing development and support. The solution continues to evolve based on user needs, changing requirements and new software functionality.