' 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