Business Solutions for Microsoft Dynamics CRM

xRM1 HR Best Practice Microsoft SureStep HR Standardized Best Practices Implementation Package xRM1 Human Resource Implementation

xRM1 Business Solutions Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Extend your Dynamics CRM with Project Management Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … The Complete Solution for HR Management Idea Management Innovation Management Idea Prioritization Rewarding … and much more … Idea Management Innovation Management Idea Prioritization Rewarding … and much more … The Microsoft Dynamics Solution for Idea Management Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Extend your Dynamics CRM with Time Tracking

xRM1 Best Practice Implementation Packages ▫The Software in use within less weeks ▫Implementation close to the standard ▫Low follow-up costs after the implementation ▫Best Practice processes in your organization ▫On-the-job coaching for employees included ▫Fixed price implementation Implementation Strategies xRM1 Dynamics CRM and xRM Initiatives ▫Prioritization of improvements ▫Iterative implementation of the Software ▫Customizing based on individual organizations’ needs ▫Tailor-made solution ▫Rebuilding your processes in the xRM platform ▫Process definition and optimization

xRM1 Best Practises Implementation Online

xRM1 Best Practises Implementation on-site

HR Best Practice Implementation – Sequence in 5 Steps  Preparation ▫Schedule appointments ▫Selected Activity Areas ▫Ensure availability & configuration of Microsoft Dynamics platform ▫Define relevant data for import ▫Send import templates  Data Migration (optional) ▫Collect data for import ▫Import data quality assurance ▫Import collected HR data  Sessions (example) ▫Employee Recruiting ▫Employee Organization ▫Employee Development ▫Payroll  Usage of HR Solution ▫Internal usage ▫Collect experience  Review & next steps

Step 1: Preparation – Available Activity Areas

Step 1: Preparation – Selected Activity Areas

Step 3: xRM1 HR Best Practice Implementation Package Schedule

Benefits of xRM1 Best Practice Implementation Package High value Manufacturers rich implementation experience for an incredible price Low workload on employees Human Resource Management is in use within 4 weeks Improved internal workflows The implementation package includes lots of Best Practises Robust work processes On-the-job coaching for employees Low implementation risk Fast and reliable fixed price implementation Close to the standard implementation Low follow-up costs after implementation

HR Best Practice Implementation – Tools to use  Preparation ▫Analysis-Document ▫Process Map ▫Preparation  Data Migration ▫Import Templates ▫Migration Order Document ▫Migration Checklist  Onsite Coaching ▫xRM1 HR Management Coaching Slides ▫Coaching Agenda (=Process Map)  FAQ Session & next Steps ▫Requirement Specification Sheet

HR Best Practice Implementation – Preparation Checklist  Preparation ▫Define relevant contacts & define roles in project ▫Reassure defined areas of activity ▫Setup project-plan (important appointments / milestones) ▫Analyse system background (CRM in use?, online / on-premise, etc.) ▫Provide & explain import files

HR Best Practice Implementation – Migration Checklist  Data Migration ▫All dependencies considered? ▫Setup order for data migration ▫Controll progress and make sure deadlines are kept ▫Quality assurance of customer delivered import files

HR Best Practice Implementation – Migration Order  Implementation Order: 1.(User, Currencies, Countries) 2.Business Units 3.Job Profiles 4.Employees 5.Skills 6.Skill Levels 7.Certificates 8.Education 9.Contracts 10.Wages 11.Job History