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' CRM/SFA Blueprint

Blueprinting is a process by which we define and document all aspects of your system implementation; goals & objectives, system configurations, customizations, user permissions and security, reporting requirements, and data migration considerations.
From this process, we develop a comprehensive system design that documents any and all of the following (depending on the system you choose):
- Users and user permissions
- Security/sharing model configuration
- Field customizations
- System settings
- Workflows and processes
- Custom reporting
- Custom objects (if applicable)
Benefits
of Blueprinting...
 Blueprinting significantly reduces the risks associated with the implementation by:
- Creating a common vision within the organization prior to implementation
- Establishing and manage expectations correctly
- Understaning trade-offs (how the decision to implement in one way affects reporting, for instance)
- Determine what and HOW you want things done
- Documenting the system for current and future reference
- Expediting the overall speed and ease of implementation
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