It’s been a while since I posted anything, so I thought I would share what I’ve been up to. I have been functioning full time as a consultant which has impacted my training gigs, but is satisfying none the less.
Over the last 4 years, I have been involved as a consultant in a legacy software replacement project using Microsoft CRM as the ‘XRM’ (anything relationship management) platform. We started by providing Dynamics CRM subject matter expertise, business analysis and database design, added a senior developer, then assumed a project architect role over time. Over the project I worked to help train & mentor the team with CRM skills necessary to implement and support.
This project was different from many implementation projects as our job was to help build the skills of the internal team and involve them in the entire process rather than do all the work and give them a complete system. The fact that it was legacy systems replacement meant that the existing data needed to be converted – it was critical to get buy in from all the team as in some cases, the data conversion to the new database was the most arduous part of the project.
There are many lessons learned, which I will share with you over time via my new blog, XRMarchitect.com. Expect to see articles there soon.