Transcript Business Solutions for Microsoft Dynamics CRM

Business Solutions for Microsoft Dynamics CRM
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xRM1 Human Resource Implementation
xRM1 HR Best Practice
Standardized Best Practices Implementation Package for Your Organization
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xRM1 Project Management Implementation Strategies
xRM1 Best Practice Implementation Package
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HR Management in use within 4 weeks
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Implementation close to the standard
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Manufacturer HR Best Practice processes in your organization
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On-the-job individual coaching for employees included
xRM1 Implementation Package
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Solution in use within 4 weeks
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Customizing based on individual organizations’ needs
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Current processes in the Microsoft Dynamics platform
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On-the-job training for employees included
xRM1 Initiative
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Prioritization of planned improvements
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Process definition and optimization
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Rebuilding your processes in the xRM platform
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Iterative implementation of the various function areas
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Customizing based on individual organizations’ needs
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Tailor-made solution
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HR Best Practice Implementation – Sequence in 5 Steps
Tasks
Week 1
Week 2
Week 3
Week 4
Preparation
Data Migration
Onsite Coaching
Usage of HR Solution
FAQ Session
HR-Management implemented
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HR Best Practice Implementation – Sequence in 5 Steps
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Preparation
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Schedule appointments
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Select Activity Areas
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Ensure availability & configuration of Microsoft Dynamics platform
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Define relevant data for import
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Send import templates
Data Migration
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Collect data for import
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Import data quality assurance
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Import collected HR data
Onsite Coaching
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Employee Recruiting
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Employee Organization
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Employee Development
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Payroll
Usage of HR Solution
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Internal usage
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Collect experience
FAQ Session
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Step 1: Preparation – Available Activity Areas
Recruiting
Organization
Development
Payroll
Job Profiles
On/Offboarding
Job History
Salary
Open
Placements
Processes
Education
Integration
Recruiting
Channels
Employee
Cockpit
Certificates
Reporting
Applicants
Travel
Management
Skill
Management
Applications
Performance
Reviews
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Step 1: Preparation – Selected Activity Areas
Recruiting
Organization
Development
Payroll
Job Profiles
On/Offboarding
Job History
Salary
Open
Placements
Processes
Education
Integration
Recruiting
Channels
Employee
Cockpit
Certificates
Reporting
Applicants
Travel
Management
Skill
Management
Applications
Performance
Reviews
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Step 2: Data Migration & Preparation for Onsite Coaching
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xRM1
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Import & setup of HR Management solution
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Create users & assign roles
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Ensure fully functional HR environment
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Create import templates & deliver to the customer
Customer
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Ensure availabilty of working Microsoft Dynamics xRM environment
including Outlook Client
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Define HR Management users & roles
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Collect previously defined data for import
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Prepare import templates
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Step 3: HR Best Practice Implementation Package Schedule
Topic
Best Practice xRM1 HR Management Implementation
Date
Time
Time
Day 1
09:00
Kick-Off
10:00
Location
Day 2
Day 3
Day 4
Day 5
Employee
Recruiting
Employee
Organization
Employee
Development
Employee
Self Services
Coaching for
HR Department
Coaching for
HR Department
Coaching for
HR Employees
Coaching for all
relevant employees
11:00
12:00
13:00
Employee
Recruiting
14:00
Coaching for
HR Department
15:00
• Recruiting Process
• Applicants
16:00
• Open Placement
• Recruiting Channels
17:00
18:00
• Recruiting Process
• Applicants
18:30
Feedback
HR Department
• Targets
• Performance Reviews
• Further Education
• Skills
• Time Tracking
• Leave Requests
• Activities
• Travels & Receipts
Employee
Development
Employee
Recruiting
Coaching for
HR Manager
Feedback
HR Department
• Employees
• Contracts &
Documents
• Processes &
Capacities
• Absences
Coaching for
Relevant Manager
• Targets
• Performance Reviews
• Skills
Feedback
HR Department
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Feedback
HR Department
Global Feedback
HR Manager
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
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HR Best Practice Implementation – Tools to use
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Preparation
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Analysis-Document
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Process Map
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Preparation
Data Migration
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Import Templates
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Migration Order Document
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Migration Checklist
Onsite Coaching
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xRM1 HR Management Coaching Slides
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Coaching Agenda (=Process Map)
FAQ Session & next Steps
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Requirement Specification Sheet
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HR Best Practice Implementation – Preparation Checklist
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Preparation
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Define relevant contacts & define roles in project
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Reassure defined areas of activity
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Setup project-plan (important appointments / milestones)
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Analyse system background (CRM in use?, online / on-premise, etc.)
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Provide & explain import files
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HR Best Practice Implementation – Migration Checklist
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Data Migration
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All dependencies considered?
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Setup order for data migration
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Controll progress and make sure deadlines are kept
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Quality assurance of customer delivered import files
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HR Best Practice Implementation – Migration Order
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Implementation Order:
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(User, Currencies, Countries)
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Business Units
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Job Profiles
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Employees
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Skills
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Skill Levels
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Certificates
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Education
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Contracts
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Wages
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Job History
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