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We were looking for more than just a simple upgrade and XRM enabled us to achieve exactly that. Their rapid implementation was pain free and the new CRM system has exceeded our expectations.
Fiona Mackinnon, IT Assistant Manager, Hawksford

Whether it’s reduced costs, streamlined business processes, or optimised communication between departments, companies that engage with XRM Architects gain increased efficiency and profitability. We support with strategy, scoping, development, training, and support.

Strategy

Helping you to define your vision and strategy.

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Assessment & Scope

Ensuring your software project delivers results.

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Training & Support

Helping you ensure that the change lasts.

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Software Consultancy


Software Strategy Consultancy

Helping you to define your vision and strategy.

Having a clear project definition enables you to ensure all of your key stakeholders recognise the value that the change will bring, and that you end up with a system that solves real problems for your business.


The Process

Workshops

We facilitate a series of workshops that enable you to identify the critical aspects of your software project. These will include:

  • identifying strategic objectives
  • establishing programme initiatives
  • recognising system capabilities
  • determining potential obstacles to success
Road Map

We craft a strategy using the results from the workshops to produce a comprehensive road map for your software project.

Plan

From there, we will outline a bespoke long-term strategy, including essential key milestones and your bespoke success metrics, to ensure that your new software achieves the business values you seek.


Software Planning Meeting


Assessment & Scope

Ensuring your software project delivers results that drive your business forward.

By transforming your vision and strategy into a clearly defined road map with deliverables, requirements, and costs, we keep the project on track and enable to you to avoid costly rework.


The Process

Understand

We gain an understanding of your requirements via a series of workshops, end user walkthroughs, and ongoing reviews. This allows us to build a comprehensive wish-list of your requirements.

Estimate

We assess the cost/value of each line item through informed business decisions and create a roadmap for future software requirements to be tackled in phases. Each phase comes complete with indicative cost estimates.

Implement

We work alongside you to implement the roadmap by supporting your in-house team, delivering the project ourselves, or a combination of the two.


Microsoft Dynamics CRM Training


Training & Support

Helping you ensure that the change lasts.

The most concerning threat in software projects was that of slow user adoption (49%). Successful software projects rely on our experience to design and deliver powerful change management plans that make sure your new software becomes an integral part of your business process.


The Process

Plan

We create a training and communication plan that is bespoke to your business taking into account your culture, and whatever else sets you apart from other organisations.

Communicate

We provide tools and templates to support your internal CRM Champions to achieve thier CRM adoption goals.

Coach

We work alonside your CRM Champions to make sure that your adoption is on track. This includes ongoing coaching and guidance when required.


Who's done this before?


Discover how Microsoft Dynamics could help you meet your business goals.

Set up a meeting with Simon.