Case Studies in Knowledge Management

(Michael S) #1

268 Al-Shammari


Copyright © 2005, Idea Group Inc. Copying or distributing in print or electronic forms without written


CRM Implementation

The operational CRM development process passed through the following major
decisions and/or activities:



  • Approval of the business case and project budget after analyzing its benefits,
    costs, and potential risks;

  • Selection of a vendor and ICT application. The vendor was itself the consulting
    company that managed the implementation of the CRM initiative, drawing on the
    software company’s extensive expertise in the business needs of the telecoms
    sector;

  • Integration of the old technology (CSS provisioning and billing system) with the
    CRM project in the transitional phase;

  • Identification of project implementation team members who represented major
    business units as well as the IT unit;

  • Establishment of best work flow practices for provisioning of services;

  • Mapping of customer data flow in line with the new process flow;

  • Deciding on the right time to discard the old customer service system (CSS), a
    system for telephone line provisioning and billing, and the right time to go live with
    the new operational CRM system, as well as deciding on the criteria of acceptance
    of the system from the vendor.


CRM Implementation Team

The implementation team of the operational CRM project performed the following
roles:



  • Business representative: this role provides the leadership necessary for project
    success, facilitates the decision-making process for current and emerging business
    needs and requirements, as well as facilitating users’ training and project budget-
    ing decisions. This role provides link between the business side and the IT side.
    While he/she does not need to understand the details of system installation and
    configuration, the business representative must be aware of CRM configuration
    and maintenance requirements. The GM for Customer Services handled this role.

  • Executive sponsor/owner: this person is a major business player who plays both
    roles of sponsor and owner, provides the link between the project manager and
    upper management, guides funding and financing decisions, as well as decisions
    about when and where to deploy the CRM system. This person must understand
    the details of the CRM’s installation, configuration, and the implementation
    schedule. The business representative was a senior manager for IS Development
    and Analysis.

  • Project manager: the project manager is the person who directs the work and makes
    things happen. This person must understand the details of the installation and
    configuration, the implementation schedule, work with other team members and
    understand their contributions, and work with the outside vendor. The CRM
    project manager handled this role.

  • System owners: set up and configure hardware, and install operating systems and
    supporting software. Different IS specialists in charge of ODSs handled this role.

Free download pdf