ZOHO Partner
ZOHO Partner
Внедрение, обучение, интеграция приложений ZOHO
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Ignored Discovery Phase?
No wonder why your CRM system is not working

What is Discovery Phase?

The discovery phase in a project is a crucial stage that takes place at the beginning of the project.

It involves extensive research, analysis, and planning to gain a comprehensive understanding of the project's scope, objectives, and requirements.

During this phase, the project team collaborates with stakeholders, including project managers, clients, designers, developers, and other team members, to define the project goals and establish a roadmap for the project's execution.

CRMOZ discovery phase
discovery phase for implementation

Skipping discovery can result in:

  • Never-ending scope creep. A lack of measurable expected results can cause constant extensions to project duration, which delays the release.
  • Climbing costs. Blurred goals and requirements generate changes in direction with further associated cost increases.
  • Missed deadlines. Without precise project boundaries, the development timeline can easily stretch out, postponing the launch.
  • The project doesn’t meet your expectations. A misunderstanding at the initial stage of cooperation can lead to more confusion further down the line, wasting both time and money. 

Who is involved in the process of Discovery Phase?

  1. Project Team: This includes representatives from our team and your organization who work together to ensure a successful project outcome.
  2. Business Owners: The owners of the business provide insights into the organization's goals, objectives, and business processes.

  3. Subject Matter Experts (e.g. business analytic experts): These are individuals who possess in-depth knowledge of specific areas of the business, providing valuable insights into workflows, pain points, and areas for improvement.

  4. IT Staff: The IT staff provides technical expertise and support, ensuring that the Zoho app is implemented efficiently and effectively.

discovery phase for CRM
why do you need discovery phase?

How do we conduct Discovery Phase?

  1. Work with your team to identify and define the company's goals.
  2. Conduct a thorough analysis of potential risks and pain points.
  3. Choose software that is tailored to your business needs and objectives, and that can help address any risks or issues.
  4. Develop a BPMN (Business Process Model and Notation) scheme and establish clear business processes for all integrations and automations.
  5. Create a detailed TOR (Terms of reference document) and Gantt Chart (vizualization of project duration) that outlines the project's scope, timeline, and costs.
  6. Develop the necessary API and finalize the solution, including selecting programming languages and software tools as needed.

As a result you will get:

  1. BPMN (Business Process Model and Notation) to map out your business processes and identify areas for improvement. This powerful visual tool allows us to create a clear understanding of your workflows and optimize them for better efficiency.
  2. ТOR (Terms of reference document) that outlines the scope of the project, including goals, deliverables, timelines, and budget. This document acts as a roadmap for the project, ensuring that everyone is on the same page and that the project stays on track.
  3. Vizualization of the project (Gantt Chart) to display the project schedule, including tasks, milestones, and deadlines. It provides a comprehensive overview of the project and helps to identify potential bottlenecks and areas for optimization.
dicovery phase for CRM
why discovery phase for CRM is needed

Универсальное решение для внедрения любой программы Zoho!

Подготовка к внедрению- это всегда фундаментальное решение, что-то вроде разработки рецептуры духов или вкуснейшего десерта. Ведь, чтобы получить вкусный торт - нужно правильное соотношение ингредиентов. 
И что самое главное, данное решение вы сможете использовать для внедрения любой программы Zoho!

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Still wondering how to solve CRM problems and how to streamline your business? Book a free consultation with one of our experts and we will find a personalized solution according to your business' needs