Office of Personnel Management (OPM) Microsoft CRM 3.0 Deployment
Infostrat helped the Office of Personnel Management (OPM) with their deployment of Microsoft Dynamics CRM 3.0. OPM had previously identified a number of business requirements which they believed could best be addressed by Microsoft Dynamics CRM. OPM needed expert technical consultation to help map these business requirements to the features of the CRM product, conduct the implementation, develop required customizations, and deliver end-user training.BACKGROUNDThe Office of Personnel Management (OPM) is a Federal agency whose mission is to ensure that the Federal government has an effective civilian workforce. The Center for Talent Services (CTS) of the Office of Personnel Management (OPM) provides a variety of personnel services to federal, state, and local government agencies. CTS has a mandate to be self-funding and so having a well managed system to track potential services engagements is critical to their financial solvency. CTS deployed the Microsoft Dynamics Customer Relationship Management (CRM) Version 3.0 product with the technical assistance of consultants from Infostrat.
The purpose of the Microsoft Dynamics CRM 3.0 product is to significantly improve the viability of the CTS reimbursable business. Effectively selling personnel services to government agencies is critical to ongoing viability. OPM does not employ experienced sales people with a background in CRM systems and so the selected CRM tool must be intuitive and easy to use and map well to their style of business development.PROBLEMOPM management needed a sophisticated tool to track their sales pipeline in a consistent, methodical way. They needed a disciplined methodology for tracking potential leads through the sales lifecycle to a closed sales win.Some of the key requirements for a new system included: Easy to Use Interface Provide remote access Provide Management Reports
Business ProfileOffice of Personnel Management (OPM)Solution at a GlanceDeployed a web-based sophisticated tool to track their sales pipeline in a consistent, methodical way Technologies involvedMicrosoft Dynamics CRM 3.0
Business ProfileOffice of Personnel Management (OPM)Solution at a GlanceDeployed a web-based sophisticated tool to track their sales pipeline in a consistent, methodical way
Technologies involvedMicrosoft Dynamics CRM 3.0
SOLUTION
To begin the project, Infostrat gathered detailed requirements and developed a project charter that outlined the scope of the work to be done which was then signed off on by both OPM and Infostrat.
Infostrat consultants then coordinated with OPM technical staff to install the Microsoft Dynamics CRM 3.0 product and the Scribe Insight product on their test network. The Scribe Insight product was used to migrate data from two existing OPM Microsoft Access database systems to seed the new Microsoft Dynamics CRM 3.0 database.
Custom fields and reports were developed and added to Microsoft Dynamics CRM 3.0 to accommodate unique business needs of CTS and unnecessary fields were hidden. Infostrat consultants conducted classroom training on Microsoft Dynamics CRM 3.0 product features to introduce the CTS end users to the product.
Infostrat consultants then worked with CTS management to develop a set of real world exercises, complete with step-by-step instructions with screenshots for each user to complete and report on.
___________________________ These case studies are provided to illustrate the capabilities of Infostrat in delivering solutions on the Microsoft platform. They do not represent an endorsement of Infostrat or Microsoft Corporation by the customer.