Solutions Consultancy
Optevia 4D Methodology
Underpinning each client engagement is Optevia’s robust and systematic implementation and change management methodology known as the Optevia 4Ds: Discover, Design, Develop and Deploy
.
The 4Ds is a disciplined implementation approach with four defined
stages through which Optevia leads an organisation. Optevia
consultants also use the Microsoft Dynamics CRM Implementation Toolkit
(ITK) - a set of tools based on CRM industry best practice – throughout
each engagement.
Discovery Services
Optevia works with its customers in partnership to understand their business, their existing technology, and their CRM challenges and opportunities; over and above the level of understanding gained at the time of first engagement. Together with the customer, Optevia determines the best approach for applying Microsoft Dynamics CRM to deliver the desired business benefits. Through this collaborative process strategic and tactical plans are developed to ensure these benefits are achieved.
Key Discover outputs (products) can include:
- A project definition document
- An implementation team definition document
- A business & technical discovery document
Design Services
At this point Optevia works with the customer to discuss how Microsoft Dynamics CRM will be crafted to address specific business requirements. During this phase, the easily customisable user interface of Microsoft Dynamics CRM supports an iterative, rapid prototyping approach which ensures the delivery of a complete, scalable solution, one that integrates with a customer’s current environment and maps uniquely to their business initiatives.
Key Design outputs (products) can include:
- Requirements analysis document
- Mapping business requirements and processes to Microsoft Dynamics CRM
- User interface design prototypes
- Data design
- Integration design
- Security design
- Workflow processes
- Legacy data conversion
- Testing
- Deployment support requirements
Development Services
With requirements, approach and architecture clearly defined, Optevia applies its depth of public sector experience and Microsoft Dynamics CRM technical know-how to develop an integrated service orientated solution.
Key Develop outputs (products) can include:
- Installation of all software, (Microsoft Dynamics CRM & other Microsoft pre-requisite software)
- Configure – business units, users, teams, security roles, system settings
- Customise the UI
- Migrate data
- Integrate with other systems
- User acceptance testing
- Reporting modifications
Deployment Services
With the Microsoft Dynamics CRM solution implemented, Optevia will provide post transition training, support, help-desk services and systems operations.
Key Deploy outputs (products) can include:
- Train end users and administrators
- Bring into production (go live). Verify all hardware and software and test connectivity for every user
- Transition to support
- Conduct project closure
Support Services
Optevia provides a full spectrum of Microsoft Dynamics CRM, Microsoft SharePoint & Microsoft Performance Point technical services, ranging from the design and delivery of a customer service and reporting system to its on-going support and maintenance
