Our Services
PMI Software has carried out a number of very successful implementations of Dynamics CRM over the past 12 months. In all cases we used the same very effective implementation methodology. This methodology involves the customer throughout the project life cycle and also provides the option to have most of the work actually done onsite so that the knowledge transfer is happening from the very start of the project
Our standard implementation methodology has 4 phases:
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Design Phase
Design Workshop
Functional Requirements Specification
Prototype
Data Migration Plan
Reporting Requirements
Integration Requirements
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Development Phase
Configuration & Customisation
Reports - Standard & Complex
Data Migration
Workflows Workflow Foundation
Integration with existing systems
.NET Extensions
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Implementation/Operation Phase
Installation & Exchange Integration
User Acceptance Testing
Admin & User Training
Training/User Manual
Onsite for Live Running
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Post Implementation Phase
Service Level Agreement
Telephone, Remote, Onsite Support
Patches & Upgrades
Additional Training
Quarterly Review
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PMI Software Ltd., Unit 8, Kingswood Avenue, Citywest Business Campus, Dublin 24, Ireland
