Enterprise CRM Modernization

Enterprise CRM upgrade at a Fortune 5 healthcare firm.

Systems Analysis Development Project Leadership

Project Impact

Key metrics and outcomes from this modernization

1,300+
Defects Resolved
System stabilized
186
Workflows Refactored
Streamlined processes
$2–3M
Total Investment
Fortune 5 enterprise

Project Overview

Collaborated with diverse teams to support the modernization of a sales-driven CRM, contributing to analysis, development, UAT, and deployment, while optimizing processes and accelerating delivery output.

Our Strategic Approach

Challenges

  • • New team members lacked system familiarity.
  • • Underestimated timelines → delays & rework.
  • • Limited analysis time → unplanned support tasks.
  • • Environment inconsistencies slowed alignment.
  • • Phase overlaps strained resources.
  • • Offshore coordination gaps post-upgrade.

Solutions

  • • Comprehensive training pre-assignment.
  • • Revised schedules with buffers for downstream impacts.
  • • Resource optimization & prioritization for support work.
  • • Consistency measures to align environments/workflows.
  • • Improved onshore/offshore coordination for smooth deployment.

Benefits

  • • Streamlined processes & faster execution.
  • • Reduced delays via coordination & planning.
  • • Higher quality through consistency & thorough testing.
  • • Cost savings from optimized resource allocation.
  • • Increased stakeholder confidence & satisfaction.

The Bottom Line

Used by several thousand sales users; ~1,300 defects resolved and 186 workflows refactored during upgrade. Total spend ~$2–$3M.

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