Aufgabe
RFI, scope, requirements analysis, specifications, tender, basis for decision-making
Project objective
Evaluation of a standard CRM solution with high integration into the ERP landscape. Consideration of all touchpoints along current and future customer journeys.
Project activities
- Carrying out a Request for Information with CRM software manufacturers
- Scope definition with 2BCS CRM map
- Requirements assessment along relevant touchpoints, orientation based on defined customer journeys
- Coordination with IT requirements of existing and future application landscape (especially ERP)
- Coordination of requirements from the analytical area (aCRM)
- Consolidation of requirements and creation of functional specifications
- Longlist definition: reduction of potential software solutions on the basis of the RfI information, definition of potential implementation partners per software solution
- Tendering and evaluation of offers
- Basis for decision-making
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