MS-Dynamics CRM-System

Client: International concrete manufacturer Project duration: 5 months Further development of a CRM system based on Microsoft Dynamics Problem definition: In the international company based in Germany, there are several sub-companies with their own mostly SAP-based systems, which are supposed to supply the CRM with data and vice versa. In addition, the companies are represented on different continents or countries worldwide and sometimes have very different approaches, which in turn affects individual process routes, information architecture and distribution pages.

Approach:

In qualitative interviews, stakeholders in different roles of the initially Western European offices were asked about their current business approaches as well as their problems and wishes regarding a CRM system.

Afterwards, a consolidated blueprint of all branches was created and presented in workshops and further developed. This blueprint was the starting point for further hackathons in order to jointly work out a middle way of how all branches can work together on one system in the future.

After a hackathon with some good Lego sessions at the beginning, the implementation of individual features in the CRM was started immediately if possible or implemented using wireframes/prototypes and then questioned, presented and refined.

Main tasks within the project:

Creation of interview guidelines

Conducting the interviews

Creation/further development of blueprints

Workshop preparation as well as facilitating.

Creation of prototypes

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