Benefits of Implementation with Technology Advisors

Time-tested Approach
Guaranteed Success
Improved User Adoption
Personalized Approach
Long-term Strategy
Lasting Business Solution

Technology Advisors' Approach to CRM Implementation

There are two approaches to CRM implementation: plan driven and value driven. The best known plan driven methodology is called Waterfall, while the most popular value driven is known as Agile. A combination of these approaches is known as hybrid. Each approach is applicable for different types of CRM projects. To meet the needs of every type of business and every size implementation, Technology Advisors created tailored options based on these concepts. Learn more about our CRM implementation methodology on this page, and then contact us to get started with your next CRM project.


TAI's Three Implementation Approaches

Businesses come in all shapes and sizes, so they should have CRM implementation approaches that match their needs. Technology Advisors developed three implementation approaches that are designed to help you get the most of your CRM investment based on the size and complexity of your project: Basic, Advanced, and Enterprise. Read below to learn more about these three options.

Basic Onboarding

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.

Advanced Onboarding

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.

Enterprise Onboarding

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.

Continuous Improvement

A crucial piece to a Basic or Advanced implementation is the Continuous Improvement process. Continuous Improvement is an ongoing effort to incrementally enhance your CRM experience over time. Because the first release of the software is completed so quickly, it's unlikely you will get all your "nice to have" features right away. Through Continuous Improvement, additional features and functions are prioritized for upcoming release cycles. This enables your team to continue using the system while adding improvements throughout the coming weeks and months. Talk to our Solutions Consultants to learn more about Continuous Improvement and whether it's right for you.

CRM Implementation Packages

Features Basic Advanced Enterprise
Approach Waterfall Hybrid Agile
Requirements Out of Box
Release Plan x x
Custom Training x Extra
Custom User Guide x Extra
Standard Components
Configuration of Standard Components Limited/Extra Limited
New Modules Limited/Extra Extra
Custom Code x Extra
Test Planning x Extra
Testing By User Acceptance only
Ability to change / modify requirements after approval x x
Add Marketplace items x Extra
Integrations Limited/Extra Extra
Project Team 1 Limited to 10 Limited to 10
Documentation x
Project Management x

Ready to Get Started?

Request a FREE consultation with Technology Advisors. We'll start you on the path to CRM success.


What Customers Say About Us

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
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