How to successfully deliver your CRM project with Clarity, Simplicity and Certainty.
-Scott Fuller, Exception. Article 1 :: Project Charter – Universal Buy-in This is the first in a series of 6 articles looking at how to successfully deliver your CRM project, the rest of the series will look at: Architecture and Integration – The Big Picture Partner Selection – A Vendor vs A Partner Data; Data; Data – The Devil is in the Detail Project Management – Quality, On Time, On Budget Users, Usability and Usage – First, Last and Always The purpose of the Project Charter is to engage all interested and/or potentially affected parties, solicit feedback and gain a mandate to move to the next phase. It is a Pre-liminary Business Case, a succinct document preferably with an equally succinct presentation containing: Purpose: Definition and those Responsible Benefit: Objectives and KPIs, including indication of costs Resources: Key Players and Roles (RASCI Model), including external parties if known Architecture: Technology added, impacted or replaced Scope: Deliverables and Key Milestones The expected outcome is that everyone in the business is at least informed of the project scope and impact and those Responsible for the Delivery and Accountable for the Benefits are ready to drive the Project to its successful conclusion. The introduction of this Project ‘Vision’ gives many parts of the business an opportunity to participate in its inception and contribute to the direction. It should always be a 2-way engagement to create valuable buy-in and support. 3 x Critical Success Factors These are CSF’s for the Charter, not the Project: Multi-level and multi-functional buy in At the initiation of any project it is easy, and safer, to confine the visibility to the immediate user group and line management. However a customer management solution to be successful will require the commitment of all parts of the organisation, from Board to Basement, […]