This approach is best for smaller CRM implementation projects. It is an out-of-the-box configured implementation designed to get you up-and-running quickly so you can gain the fastest return on your CRM investment. Basic Onboarding is based on the premise that you will get immediate ROI on implementing the out of box solution. Therefore, to maximize ROI, the system must be configured quickly and with minimally viable features so it can start paying back your investment within 6 weeks of its purchase. To truly benefit from this implementation and keep the system aligned with your requirements, TAI suggests you follow a continuous improvement process as part of this approach. A Basic Onboarding implementation is not designed for companies replacing a complex CRM system.

Our hybrid approach, meant for mid-sized projects, is called Advanced Onboarding. In Advanced Onboarding, we create user stories and have design reviews like waterfall, but then implement using an agile approach. Advanced Onboarding includes all the configurations found in the Basic approach, plus the ability to accommodate marketplace items, integrations, and some custom coding. It works well for customers who need more than an out-of-the-box solution and for those who wish to replace an existing CRM but do not want to significantly redesign processes. It is not suited for large organizations who wish to do a multi-divisional rollout or any organization that wishes to rebuild their processes.

Large complex implementations need a different approach to be successful. They require a process that documents both the current and potential future uses of the CRM and creates a release plan for implementation. TAI accomplishes this by using Disciplined Agile Delivery (DAD) for enterprise customers. Through a combination of workshops and design sessions, we create a comprehensive list of user stories. These stories are organized into releases that take no more than 3 months to implement. Then, our development team uses two week sprints to develop a personalized solution. Our approach not only considers change management and user adoption, but also applies industry specific best practices to ensure success and the highest possible ROI.