1. SynapticAP Implementation Process
Process
Design
Database
Design
Technical
Design
Analytics
Design
UAT Deploy
Train/
Go Live
Phases
Reviews
Progress
Documents
Alpha
Iteration
Beta
Iteration
Testing
Iteration
•Goals
•Process Overview
•Use Case
•Business Rhythms
•Roles
•Database Design
•Data Preparation
•Roles and Profiles
•Workflows
•Mobile and Offline
•Portal
•Integration
•Analytics
Design
•User Acceptance
Testing
•End User Training
•Executive Training
•Admin Training
•Check-Ins
•Use Case Design
•Conduct
workshops
•Draft architecture
•Document
Processes
•Conduct
workshops
•Initial App
Development
•Initial App review
•Conduct
workshops
•Ongoing
development of
Appl
•Conduct
workshops
•Develop analytics
•Second App
review
•Conduct UAT
•Fix bugs
•Prepare for
deployment
•Prepare training
materials
•Migrate from
development to
production
•Load data into
production
•Regression test
•Conduct Training
Sessions
•Assist with Change
Management
•Engage Admin or
Developer On
Demand
•Support requests
•Define use cases
for upcoming
releases
•Process Design
Document
•Database Design
Document
•Solution Design
Document
•Analytics Design
Document
•Test Plan
•Version
Control
•Training Agenda
•Training Materials
•Status Updates
•Defined Release
Use Cases
Release
Iterations
Use Case
Design
Release
UAT and
Deploy
•Develop of
functionality to
support defined
use cases
•Release packages
•Production
Update
•Release Reviews
•Final review of
functionality to be
migrated to
production
•Deployment of
new functionality
to production
•Regression testing
Planning and Management, Quality Assurance, & Communication
Workshops
Initial Release Phased Release(s)
Release 2
Release 2
Release N
Release 3
Release 2
Notas do Editor
Mature methodology focused upon your current business state and future business needs
Identifies gaps and flags change management requirements
Pinpoints opportunities to combine or separate processes
Key stakeholders are “at the table” when making technology decisions that impact their business
Stimulates discussion around strategic vision for the solution
Drives buy-in for a successful CRM deployment