CRM Software Implementation - Readiness Assessment

http://www.crmsoftwarefreetrial.com/

Purpose:

The Readiness Assessment is designed to prepare your staff and management for the implementation of a New CRM System by:

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  Identifying the current skills and culture within your organization affecting the success of the change process produced by computerization
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  Providing staff and management with information regarding the change process and opportunities to engage in personal and organizational change preparations
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  Identifying characteristics of existing work flow processes affected by the change process
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  Identifying preparations needed related to work flow processes prior to training staff
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  Providing staff and management with an overview of the implementation process

Process

• Completion of surveys by selected staff and management affected by the implementation of a new computer information system
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  Completion of a trend analysis of existing work skills and organizational culture
  Provision of a site visit which includes:
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  Public Announcement by Client of: the project, its objectives and who is involved
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  Management interview with key stakeholders
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  Focus groups with staff involved with systems and processes
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  Departmental/Discipline interviews
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  Presentation and discussion of the implementation process
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  Presentation and discussion of internal project management processes and tools
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  Provision of a typed report of individualized observations and recommendations

Readiness Assessment Description:

Using survey measures and interviews, experienced change management consultants determine the status of staff and management related to computer use, work processes, and change management. The two-day on-site visit focuses on determining the preparedness of staff for the broad scope of change resulting from the transition to a new system. In addition, staff is provided the opportunity to engage in the project, identify expectations and concerns related to the project, identify their roles within the project and provide suggestions for the consideration of the leadership within your organization. Potential redundancies in documentation, discrepancies between work practice and policy and unclear or undefined processes are identified.

This process allows for the necessary corrections, improvements, or clarifications in work processes and documentation to be managed before training staff on a new computer information system. Specific guidelines are provided to establish the internal mechanisms to address the change processes and the observations made during the site visit. Early preparations can then be undertaken to expedite the implementation process. An overview of the implementation process provides staff and management with the perspective to establish the internal structure to manage the change process and engage the staff affected by the change process related to the new system. A written summary following this visit identifies pertinent observations related to the existing culture and skills within your organization and provides individualized recommendations for your consideration.

http://www.crmsoftwarefreetrial.com/