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1、crm项目实施总结(CRMprojectimplementationsummary)CRMprojectimplementationsummary-CengMenglongSoftwarevendors:ORACLEapplicationversion:11imainmodule:CallCenter
2、Marketing
3、sales
4、serviceTheimplementationoftheprojectimplementationofPartyB:PartyA:Shanghaihandprojectlaunchtechprojectimplementationdate:2006-
5、6to2007-4Theoriginalbasicsystem:2004on-lineOracleERPsystem,thenumberofusers:CallCenter35,Marketing40,sales350,service250peoplePartyaprojectteamplanningmembers:atotalof9people,1projectdirector,deputydirectoroftheproject2people,1projectmanagers,technicalconsultants2,businessconsultants3peopleApr
6、acticalprojectgroupmembers:atotalof6people,1people(projectdirectorITdepartmentgeneralmanager),deputydirectoroftheproject2(domesticmarketsalesdirector+domesticmarketservicedirector,projectmanager(1people)andtechnologyconsultant,businessconsultantandsalesmodule),1peopleatthesametime(technicalcon
7、sultantandmarketingmoduleconsultant,businessconsultant(1)servicemoduleismyadvisor)Iparticipatedintheimplementationoftheformerpost:metatechnologycustomerservicecentermanager,mycurrentposition:CRMsystemprojectmanagerThefollowingisasummaryofmyexperienceintheactualimplementationoftheproject:1about
8、teamissues1.1theprojectteamofPartyAwillsetupthemostimportantissuesintheimplementationofthewholeproject,andtheprojectteammembersofthefirstpartymustmeetthefollowingrequirements:The1.1.1projectleaderisfullyempowered:theprojectdirectorandtheassociatedirectormusthavesufficientauthority1.1.1.1resour
9、ceschedulingrights(equipmentprocurement,officeenvironmentsetup,etc.)1.1.1.2businessdecision-makingauthority(businessplanapprovaletc.)1.1.2technicalconsultant:mustbeabletointerfacewithPartyBtechnicalconsultantinknowledgeandtechnology1.1.2.1,especiallyforcustomdevelopment,mustbeabletoreadandunde
10、rstandthesourcecode1.1.2.2systemdevelopmentsettingsmustbeimplementedindependentlyandreadyforsystemhandoverandindependentmaintenance1.1.3businessconsultantprofessional:mustbeseniorbusinessmanagers,notfromotherpostspart-time1.1.3.1mustbef