Four stepped optimized SugarCRM project Development
After analyzing typical pain points mentioned above and to summarize our 150+ implementations, we have designed the four steps for a successful SugarCRM implementation. These have not only worked wonders for us but also helped our customers achieve the business goals. We sincerely recommend them to entire community so that every one can benefit from this information.
The underlying principle remain the there has to be a fast match between business needs and what is being developed. At the same time, the consultant must address medium and long term needs of the organization taking into account the best practices and re-usable from the past implementation.
The stepped delivery methodology has been explained below
# 1. Know and Listen This phase sets the context of business operations and need for CRM implementation. This is a crucial phase in which SugarCRM consultant comes to know what the business pain points need to be addressed in the short and medium terms.
# 2 Design for future Guesstimating the business growth and also the changing business requirement. The application needs to be designed for years going forward. So the consultant must thoroughly design the application before jumping onto coding.
# 3 Upgrade Safe The consultant must minimize, if not eliminate non-upgrade safe coding so that you don’t find yourself spending enormous upgrade fees later on. Non upgrade safe coding if at all must be justified and also tracked.
#4 Best Practices What can the consultant add from his previous implementation experiences? Are there opportunities to automate or re-engineer the business processes? Integration with other applications using frameworks like SOAP and REST can also save manual effort and drive user adoption. This also helps reduce manual errors.
Following the above four steps actually works! They have saved a lot of potential problems and conflicts. They also ensure that we match the expectation of most of our client have with their CRM initiative. Most important is that once these principles are adhered to and communication is simplified, there is little that can go wrong. Though we have followed this in our implementations related to SugarCRM, this is true across all IT implementations.