Interim CIO: Dr. Claus Michael Sattler
Project report: Introduction of a cloud-based CRM system for a medium-sized mechanical engineering company in Germany
The task
- Planning of commercial software
- Definition of internal and external business processes
- Definition of a mobile solution for service technicians
- Tender for commercial software
- Evaluation of the tender documents answered
- Bringing about a purchase decision
- Commissioning
- Project management for rollout and customer-specific adaptations
- Introduction of a cloud-based customer relationship management system (CRM) based on Microsoft Dynamics 365 CRM
- Training of employees
The challenge
- Start-up of the customer
- Lack of definition of the internal and external business processes to be implemented
- Lack of IT infrastructure
- Short-term productivity after purchase decision
- Supplier, prospect and customer management
- Management of potentially explosive equipment placed on the market
- Integration into the enterprise resource planning system (ERP) introduced in parallel based on Microsoft Dynamics 365 Business Central
- Integration in ELO Digital Office
The solution
- Cloud-based customer relationship management system (CRM) based on Microsoft Dynamics 365 CRM
The result
- Productivity after two weeks of implementation
- Complete acquisition and sales documentation for the systems
- Detailed documentation of projects and systems
- Campaign management
My position as interim manager
- Mentor for the management on technical and content-related issues
- Project owner / project manager
- Strategist
- Converter
Duration of use
- two years / part-time
About the company
- Mechanical engineering company / machine builder
- Start-up within a group of independent companies of the dominant majority shareholder
- Importer, builder and distributor of potentially explosive systems
The key success factors I have introduced
- Knowledge of the CRM market and the ERP market
- Knowledge of tendering procedures
- Knowledge of company-related product selection
- Agile project management with Scrum and Kanban
- Process knowledge
Dr. Claus Michael Sattler
