A Microsoft Dynamics CRM implementation typically requires many skill sets, all working in conjunction with one another in order to achieve success. As a CRM implementation normally spans many departments, processes and functions, for most organizations this will be the most complicated software-related project they will ever embark upon.
As a result, the skillsets required to implement a CRM application cover technical, project management and business knowledge functions and include the following:
|Executive Sponsor|| |
To maintain an executive level relationship with the customer and ensure overall satisfaction with the software purchase and subsequent implementation.
|Project Manager|| |
To manage and successfully deliver the Dynamics implementation, and ensure that the scope, resources and budget constraints are balanced.
|Solution Architect|| |
To provide both technical and functional knowledge of the Microsoft Dynamics product being implemented and all related Microsoft technologies required for the implementation.
|Application Consultant|| |
Provides in-depth knowledge of the Microsoft Dynamics application and evaluate the customer’s business processes against the standard Microsoft Dynamics functionality.
|Development Consultant|| |
Provides both technical and functional knowledge of the Microsoft Dynamics application as well as knowledge of development technologies and environments.
|Technology Consultant|| |
Provides technical knowledge of the IT infrastructure and DBMS (database management system) required for successful operation of the Microsoft Dynamics CRM application. Also provides expertise on Microsoft Dynamics tools used for data migration and integration as well as knowledge of related Microsoft technologies.
|Test Lead|| |
Provides the means and measures for testing all different aspects of the solution, both functionally and technically, in order to meet the performance levels and overall quality as required and agreed with the Customer.
Of course, the size, scope and complexity of a Dynamics CRM implementation project will determine the actual composition of the project team, but normally most of these roles are required at some point during the lifespan of a project.
BDO Solutions is a
By Ryan Mullaney, Microsoft Dynamics CRM Consultant with BDO Solutions, Canada.