Benefits of Software Implementation with Technology Advisors

Time-tested Approach

Guaranteed Success

Improved User Adoption

Personalized Approach

Long-term Strategy

Lasting Business Solution

Technology Advisors' Approach to 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.

What Customers Say About Us

Before Creatio, measuring and tracking KPIs and metrics was cumbersome due to the multitude of different systems. However, Creatio now enables us to analyze data effortlessly through dashboards, making it simple and greatly appreciated by managers for its ease of access to the necessary information.

Sam Mariani CRM Administrator at Cornerstone Bank

Having all this information in one place, where we can easily access individual responses, heat maps, and various types of data, is a valuable addition to our core need, which was CRM. Creatio offers exceptional marketing capabilities that are user-friendly, making it an excellent solution addressing one of our business needs, which we weren't expecting looking for a CRM tool.

Sam Mariani, CRM Administrator at Cornerstone Bank

Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service.

Sam Mariani

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.

Montelle D., Haynes International, Inc.

Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.

Brianna S., Burrus Seed

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 S., Recept Pharmacy

1

2

3

4

5

6

7

8

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	✔	✔

Start Your CRM Implementation with a Proven Strategy

Every CRM project is unique. Let’s find the right approach for yours. Connect with us to plan a successful implementation tailored to your goals and timeline.