We at Creatio are inspired to create best-of-breed technologies for process-driven CRM. While we are focused on product development and update, our 400+ partners provide implementation and consulting services for Creatio products.
CRM project implementation methodology
Creatio implementation methodology in based on PRINCE2, a worldwide acclaimed approach to project management that helps to significantly reduce project timelines, improve communication between team members and deliver a turnkey solution that meets all business requirements. PRINCE2 approach includes the following stages of the project execution: Elaboration, Execution, Transition and Operation.
Specify project goals and tasks
Define the vision of the project
Customize and deliver staggered solutions
Finalize the project
During the elaboration phase together, we will determine project milestones, its concept, and specify goals and tasks.
The Project Charter is an essential document that defines agreements and project goals. When preparing a project charter, we thoroughly study all the customer’s needs to define project outcomes and timelines.
The Project Concept is created based on customer business cases and describes the whole process of the user experience, including workflow processes outside the system. This enables a common understanding of the system operation.
Creatio products are delivered to the customer as separate ready-to-use functional blocks. Our technical advisory group provides design engineering, system adaptation and functionality testing with every delivery. Once the Execution stage is finished, the system is fine-tuned according to your requirements.
Each requirement of yours is documented: system logic, integrations, pre-built reports, as well test cases required for system customization.
Adaptation and testing
Creatio experts configure the system to fit your requirements. Your team tests and verifies the adjustments.
Delivery of functional blocks
Once our development team presents the customized solution, we test the system together.
Delivery testing by the customer
Your team tests the system in-house, checks its operation by launching the test cases and provides feedback.
At this stage, your task force tests the entire functionality of the system and your employees learn to work in the system.
Creatio team performs end-to-end testing of the system and delivers the product to your task force after completing the test cases.
After trainings, the test group starts working in the system. Creatio experts may supervise users for the first few days if needed.
Creatio experts tutor all your employees and the pilot group starts operating in the system.
The operation phase includes the formal closure of the project, analysis and future planning. The Statement of Acceptance is signed and Creatio conducts a user satisfaction survey and launches project support.
Creatio experts present the project results and system functionality at a face-to-face meeting. After signing the required documents, both parties agree on further actions.
Project support launch
All your employees are now operating in the system. A Customer Success Manager is assigned to support your system.