Project management

SAP or CRM project kick-off and management

From the kick-off workshop to the blueprint and the sprints with the vendor’s team: we lead the implementation of an SAP system or a CRM, with acceptance criteria defined from the start.

Implementing SAP or a CRM is as much a project about people and processes as about technology. We lead the kick-off and management of the project, between the business, IT and the vendor.

Goal

Reach an approved blueprint and a realistic delivery plan, with scope, owners and acceptance criteria defined before the first sprint.

Challenges

Business and IT teams with different priorities, vendors with their own methods and source data nobody has validated. Without a view of the whole, scope grows and deadlines slip.

• Kick-off workshop: Goals, organisation, processes and the data that flows in and out of the platform.
• Blueprint: Data model, integrations, priority use cases and acceptance criteria.
• Sprints: Planning, follow-up with the vendor, and risk and change management.

Data and tools

SAP ASAP methodology, PMI practices and agile methods, in SAP or other CRM platforms.

What you get

Approved blueprint, sprint delivery plan, responsibility matrix and a log of risks and decisions.

Example

At an energy distributor, the workshop with SAP and the sales, marketing, e-commerce and IT teams defined the SAP Marketing Cloud blueprint and the first customer-journey campaigns.

The project starts with everyone looking at the same plan.