I decided to write up this post after watching the following video and tackling a bathroom remodeling project myself.
With the release of Microsoft Dynamics CRM Online 2011 more and more software applications are becoming easier and easier to self-manage with little help from consultants as technology advances.
I decided to put together a little list of Pro’s and Con’s below if you decided to start using Microsoft Dynamics CRM Online with little professional guidance.
Learning as you are doing - increases knowledge retention
Initial cost savings
Lower quality of initial configuration
Develop deep in-house expertise
Focus on functionality vs. strategy
If your approach is very vanilla 70% out of the box functionality will work for your business on the sales, marketing, and customer service arena’s
Internal resource drain
Increase costs down the road to reconfigure
If I continued I could put a whole lot more in the Con’s section but then it would appear to be a SUPER biased post from a consultant’s point of view. However, after trying to remodel one of my bathrooms on my own the above list resonated with my experience at the home front.
Below are some recommendations for smaller organizations that want to tackle Microsoft Dynamics CRM Online 2011 themselves:
Materials – ROI = Budget
Shopping the market for various consultants -cheaper doesn’t mean better nor does the highest rate – ASK for References!!!
MTV Crib’s Bathroom = Expectations
For the most part keep your expectations aligned with your budget. It’s a lamborghini but you might not drive faster than 10 mph for the first 3 months out of the parking lot.
Old Bathroom Tile\Vanity = Old Data DB, Excel files, Outlook contacts
Clean up source data yourself prior to migrating into Microsoft Dynamics CRM Online
Blue Print/Interior Decorator = Outline Business Processes and Procedures
Outline as many internal processes as possible in a word document, power point, or visio
Google DYI Sites \ Barnes and Noble
Use Microsoft’s Resource Center and other self-help books published.
These are a couple of things you can do even during a trial stage of using Microsoft Dynamics CRM Online 2011, which can help reduce your upfront costs!
Copyright © 2014 Dave Neal
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