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QISYS Microsoft CRM Design Audit: Questions and Answers

Q: Why is the Design Audit and Prototype first in the Quality Integrity 7-step method?
A: It sets the overall vision for the solution and outlines a direction to take that meets with uncovered business needs.

Q: What are the dangers or pitfalls of omitting the Design Audit step?
A: Without a vision to guide the development of the system, the drive to get the system done can stagnate, and the overall business needs may be forgotten in favor of solving non-critical issues. The Design Audit increases user-adoption rates to 90%+. One of the top three reasons for CRM deployment failures is low user-adoption rates.

Q: What are the benefits of the Design Audit step?
A: Those who don’t plan, plan failure. The Design Audit provides a framework for identifying a clear vision and helps to develop a clear roadmap when implementing a solution to meet precisely with business needs and matching or exceeding return on investment expectations.

Q: What will be uncovered during the Design Audit?
A: Business needs, return on investment opportunities, areas of your business that is exemplary, areas of your business needing improvement. It is putting your sales business and pipeline under a microscope and understanding how’s and why’s.

Q: What will be analyzed during the Design Audit?
A: Existing systems where there appears to be an opportunity for enhancement or migration to a superior platform, existing and proposed IT infrastructure, high-level business processes, existing reports and required documentation.

Q: What resources are needed, whose time, expertise and when they need to be scheduled?
A: This depends on the Design Audit. Generally, it is requested that both managers and users have input in the Design Audit process (they will ultimately be using the system), as well as technical staff and IT representatives.

Q: What happens after the Design Audit process? How should I proceed?
A: We are ready to start the project, of course. If you agree on the results of the Design Audit and see value with the return on investment, why are you waiting? Each hour that passes is an hour of missed opportunity.

Q: How is return on investment (ROI) tied to the Design Audit?
A: ROI is a critical part of the Design Audit. A high ROI is one of the goals a successful Design Audit achieves.

Q: How do you sign up for a Design Audit?
A: E-mail or call us (678) 528-2607 to get you started right away.