Pivotal CRM Data Sheet-Rapid Productivity Methodology by PivotalCRM


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									                                                   Pivotal® Rapid Productivity Methodology
                                                   Ensure the success of your CRM implementation with the help of the
                                                   Pivotal Professional Services Rapid Productivity Methodology

Pivotal’s Rapid Productivity Methodology           Pivotal’s Rapid Productivity Methodology (RPM) is a unique proprietary
helps customers achieve a successful CRM
implementation faster.
                                                   methodology applied by the Pivotal Professional Services team to
                                                   ensure your CRM implementation meets business objectives.
• Mitigate risks in deploying your CRM
  solution by using processes with successful      RPM processes follow implementation best practices and generate a library of living project
  outcomes and proven best practices               resources that are added to, improved, and elaborated over the course of the project. The
• Achieve predictable costs and timelines          methodology is scalable, allowing it to fit simple, single-phase or complex, multi-phase projects.
  through a clear mutual understanding of the      RPM comprises four stages—Project Initiation and Startup, Requirements and Design, Delivery,
  scope of the products and options that will      and Wrap-Up—plus an overall project management component.
  be deployed
• Ensure your CRM solution meets                   Stage 1: Project Initiation and Startup
  business needs by clearly pre-defining the       Project Initiation and Startup ensures your implementation gets off on the right foot. This is the
  requirements of your CRM implementation          first stage of any RPM project, in which initial needs are determined and preliminary work planning
  and documenting and tracking changes as          is performed:
  the project proceeds
                                                   • Initial Discovery: This information-sharing process involves the completion of a series of
• Obtain detailed documentation on your              discovery documents that help define the project’s deployment environment, integration
  implementation from a process that creates         needs, training needs, and scope, as well as meetings and discussions to review the
  a continually refined set of project resources     materials collected.
To learn more about RPM and how it can             • Estimating and Budgeting: A budget related to the startup, requirements, and design is
address your firm’s unique needs,                    established, and high-level budget, scope, and schedule estimates are provided based on
call 1-877-PIVOTAL (1-877-748-6825).                 shared assumptions.
                                                   • Scoping and Planning: Following project initiation, more detailed project scoping and
                                                     planning is performed through workshops with the customer, resulting in a Project Charter.

                                                   Stage 2: Requirements and Design
The Stages of RPM                                  The Requirements and Design stage drills down into what your implementation needs to deliver:
  Stage 1: Project Initiation and Startup          • Requirements and Design: Workshops are conducted with the customer to define the project
                                                     requirements and design. In addition to system requirements, this stage addresses designs for
                                                     the project environment (including test, development, and production environments) and system
  Stage 2: Requirements and Design
                                                     architecture, data planning and migration, and integration.
                                                   • Delivery Scheduling and Planning: A detailed GAP analysis is provided, the project plan is
  Stage 3: Delivery                                  refined, resource requirements are determined and scheduled, and a detailed project budget
                                                     and schedule are developed.
  Stage 4: Wrap-Up
                                                   Stage 3: Delivery
                                                   In the Delivery stage, the Pivotal Professional Services team builds, tests, and deploys your
                                                   solution and works with your team to train key stakeholders, ensuring your implementation is
                                                   functioning correctly and according to expectations.
                                                   • Build: All the components of the system are developed and the code is reviewed.
                                                   • Testing: System and performance testing is conducted to ensure the system is working as
                                                     planned. Client-led user-acceptance testing allows the customer to test that all aspects of the
                                                     system are functioning according to expectations.
                                                   • Training: Training plans and materials are developed and delivered (may involve a separate
                                                     engagement with Pivotal Education Services).
                                                   • Deployment: Configured and customized systems components are distributed to the client’s
                                                     environments. Once ready, the system goes live and all final documentation is delivered to
                                                     the customer.

                                                                                                                                   Pivotal CRM | Datasheet
The Rapid Productivity Methodology includes:             Stage 4: Wrap-Up
• Best-practice processes, from start to finish          In the Wrap-Up stage, the Pivotal Professional Services team meets with the customer to ensure
                                                         that all of the deliverables in the project were met and completed to satisfaction. A series of wrap-
• Flexible, phased delivery approaches                   up activities is conducted to certify Pivotal is providing the expected quality of service, including
• Document templates and samples to enable               measurement, a continuous-improvement feedback loop, and hand-over tasks. This stage also
  rapid delivery                                         brings official closure of your services engagement and equips you with all of the information
                                                         necessary for the continued success of your CRM solution.
• Checklists, check-points, and milestones
  for quality assurance                                  • Deliverables Sign-off: The customer has the opportunity to review and sign off on
                                                           all deliverables.
• A partnership approach with solid transfer
  of knowledge                                           • Post-Project Evaluation: The project is assessed on 12 key criteria points. The results are
                                                           used to refine the RPM methodology for continuous improvement. Where required, a post-
• Quality assurance checks to ensure                       project debrief session is also conducted.
  implementation success and client
  satisfaction                                           • Support and Internal Handover: The Professional Services team hands over project
                                                           documentation to the Pivotal Global Technical Support (GTS) team and alerts them to any
• Automatic weekly communication, which                    unusual aspects of the implementation, ensuring informed support moving forward.
  includes Milestone Reporting, Project Issues,
  and Billing Summary                                    Mitigate Risk with Effective Project Management
                                                         The RPM methodology is built on a foundation of well-practiced project management
                                                         principles. This ensures that your project meets your time and budget expectations and fits with
                                                         your resources.

                                                         The discipline and clear deliverables of Pivotal RPM mitigate risk effectively. By managing
                                                         requirements and identifying critical success factors, RPM helps your internal champions, users,
                                                         and the Pivotal implementation team custom-create the right kind of CRM solution for your
                                                         company with predictable, sensible costs and timelines.

                                                         Pivotal Professional Services
                                                         Pivotal strives to help organizations achieve meaningful CRM results by delivering a collaborative
                                                         and flexible set of services that are designed to meet the unique requirements of each Pivotal
                                                         customer. Drawing on our extensive technical and industry knowledge and proven methodologies,
                                                         we give companies the speed and predictability of a CRM solution completed on time, on budget,
                                                         and customized to each customer’s unique way of doing business.

                                                         Learn more about the wide range of implementation, optimization, and upgrade services that
                                                         accelerate and increase return on your Pivotal investment, while reducing total cost of ownership.
                                                         Contact your account manager at 1-877-748-6825 or accountmanagement@pivotal.com.
                                                         Customers outside of North America should send an e-mail to professionalservices@pivotal.com.

Take the Pivotal Step with Pivotal Rapid Productivity Methodology
To learn more about how the Pivotal Professional Services team can help your organization, call us today at 1-877-PIVOTAL (1-877-748-6825) or visit us
at http://www.pivotal.com.

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