- Requirements Gathering and Analysis
- Conduct stakeholder interviews
- Document functional and non-functional requirements
- Create detailed software requirements specification (SRS)
- System Architecture Design
- Design overall system architecture
- Choose appropriate technology stack
- Create database schema and data flow diagrams
- Development Planning
- Break down project into sprints or milestones
- Assign tasks and set deadlines
- Set up version control system (e.g., Git)
- Iterative Development
- Implement features in priority order
- Conduct regular code reviews
- Maintain continuous integration/continuous deployment (CI/CD) pipeline
- Quality Assurance
- Develop and execute test plans
- Perform unit testing, integration testing, and system testing
- Conduct security audits and penetration testing
- User Acceptance Testing (UAT)
- Prepare UAT environment and test data
- Train users and gather feedback
- Iterate based on user feedback
- Deployment
- Prepare production environment
- Develop deployment scripts and procedures
- Conduct final checks and go-live
- Training and Documentation
- Create user manuals and system documentation
- Conduct training sessions for end-users and administrators
- Maintenance and Support
- Provide ongoing technical support
- Implement feature enhancements and bug fixes
- Conduct regular system health checks and optimizations
Enterprise Resource Planning (ERP) Systems
- Business Process Analysis
- Map out current business processes
- Identify areas for improvement and automation
- ERP System Selection
- Evaluate various ERP solutions (e.g., SAP, Oracle, Microsoft Dynamics)
- Select best-fit solution based on business requirements
- System Configuration
- Set up core ERP modules (e.g., Finance, HR, Supply Chain)
- Configure system parameters and workflows
- Data Migration
- Develop data migration strategy
- Clean and prepare legacy data
- Execute data migration and validation
- Customization and Integration
- Develop custom modules or features as needed
- Integrate ERP with existing systems (e.g., CRM, e-commerce platforms)
- Testing
- Conduct module-specific testing
- Perform end-to-end business process testing
- Stress test system performance
- User Training
- Develop training materials
- Conduct role-based training sessions
- Set up ongoing user support mechanisms
- Go-Live and Support
- Develop detailed go-live plan
- Execute phased or big-bang implementation
- Provide post-go-live support and issue resolution
Customer Relationship Management (CRM) Tools
- CRM Strategy Development
- Define CRM goals and objectives
- Map customer journey and touchpoints
- CRM Platform Selection
- Evaluate CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics)
- Select platform based on business needs and scalability
- System Configuration
- Set up user roles and permissions
- Configure sales pipeline and customer lifecycle stages
- Set up email templates and automation workflows
- Data Migration and Integration
- Import existing customer data
- Integrate with other business systems (e.g., ERP, marketing automation)
- Customization
- Develop custom fields and objects
- Create custom reports and dashboards
- Implement business-specific processes
- Testing
- Conduct user acceptance testing
- Test integrations and data flow
- Verify reporting accuracy
- User Training and Adoption
- Develop user guides and training materials
- Conduct hands-on training sessions
- Implement adoption monitoring and feedback mechanisms
- Launch and Ongoing Support
- Execute phased roll-out plan
- Provide post-launch support and troubleshooting
- Continuously optimize CRM based on user feedback and business needs