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Www.xRM1.com Business Solutions for Microsoft Dynamics CRM.

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Presentation on theme: "Www.xRM1.com Business Solutions for Microsoft Dynamics CRM."— Presentation transcript:

1 www.xRM1.com Business Solutions for Microsoft Dynamics CRM

2 www.xRM1.com xRM1 HR Best Practice Standardized Best Practices Implementation Package for Your Organization xRM1 Human Resource Implementation

3 www.xRM1.com xRM1 Project Management Implementation Strategies xRM1 Best Practice Implementation Package ▫ HR Management in use within 4 weeks ▫ Implementation close to the standard ▫ Manufacturer HR Best Practice processes in your organization ▫ On-the-job individual coaching for employees included xRM1 Initiative ▫ Prioritization of planned improvements ▫ Process definition and optimization ▫ Rebuilding your processes in the xRM platform ▫ Iterative implementation of the various function areas ▫ Customizing based on individual organizations’ needs ▫ Tailor-made solution xRM1 Implementation Package ▫ Solution in use within 4 weeks ▫ Customizing based on individual organizations’ needs ▫ Current processes in the Microsoft Dynamics platform ▫ On-the-job training for employees included

4 www.xRM1.com HR Best Practice Implementation – Sequence in 5 Steps HR-Management implemented

5 www.xRM1.com HR Best Practice Implementation – Sequence in 5 Steps  Preparation ▫ Schedule appointments ▫ Select Activity Areas ▫ Ensure availability & configuration of Microsoft Dynamics platform ▫ Define relevant data for import ▫ Send import templates  Data Migration ▫ Collect data for import ▫ Import data quality assurance ▫ Import collected HR data  Onsite Coaching ▫ Employee Recruiting ▫ Employee Organization ▫ Employee Development ▫ Payroll  Usage of HR Solution ▫ Internal usage ▫ Collect experience  FAQ Session

6 www.xRM1.com Step 1: Preparation – Available Activity Areas

7 www.xRM1.com Step 1: Preparation – Selected Activity Areas

8 www.xRM1.com Step 2: Data Migration & Preparation for Onsite Coaching  xRM1 ▫ Import & setup of HR Management solution ▫ Create users & assign roles ▫ Ensure fully functional HR environment ▫ Create import templates & deliver to the customer  Customer ▫ Ensure availabilty of working Microsoft Dynamics xRM environment including Outlook Client ▫ Define HR Management users & roles ▫ Collect previously defined data for import ▫ Prepare import templates

9 www.xRM1.com Step 3: HR Best Practice Implementation Package Schedule

10 www.xRM1.com 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

11 www.xRM1.com 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

12 www.xRM1.com 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

13 www.xRM1.com 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

14 www.xRM1.com HR Best Practice Implementation – Migration Order  Implementation Order: ▫ (User, Currencies, Countries) ▫ Business Units ▫ Job Profiles ▫ Employees ▫ Skills ▫ Skill Levels ▫ Certificates ▫ Education ▫ Contracts ▫ Wages ▫ Job History


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