Generic Success – Focused Project Method

Stage 5 – Implementation and full testing

• Involve all project team members
• Gain documented acceptance of test plans and scripts
• Obtain senior management approval of criteria for success
• Integrate systems, processes, third party interfaces with simulation of live environment

Stage 6 – User and customer training followed by go live and review

• Implement training courses on philosophy, processes, systems and individual role within delivering effective CRM (build on communication program)
• Provide ongoing help desk and support to customers and users during training and after new process or system goes live
• Following implementation, review, learn lessons, find-tune future plans, make formal changes