Search Results: CIO (1575)

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Dynamics 365 CE – Planning for Successful Adoption

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Did you know that over 60% of CRM projects encounter serious user adoption and ROI issues? The struggle is real. But you’re not alone!

This non-technical session will include a full day of information on how to engage your team (leaders and users), improve your CRM solution, drive up adoption, and measurably improve results.

Our agenda for the day:

•The Annual Roadmap – Everything you need to know about engaging your team to build a roadmap to success. We’ll dive head first into what should be included in your CRM roadmap, how to built it, creating a vision, project planning, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, working with your unique corporate culture, and constantly improving. Attendees will take away a workbook with a framework for planning to launch or improve your CRM project.

•Employee Surveys – A simple solution for giving everyone a voice. But with a twist on creating a gap analysis for better prioritization, persona analysis to identify differences across teams, and benchmarking to give CRM project leadership recognition for the success that they create.

•The Culture Factor – Why sociology, and not psychology, is at the heart of driving CRM adoption. The 6 cultural metrics, and how to work with them to create and better CRM adoption strategy.

•User Personas and the CRM Framework – A matrix for understanding your strengths and weaknesses, with over 20 different approaches for driving adoption. Material will be covered in a round-table format with attendees selecting and prioritizing areas for discussion and sharing their own stories of success and struggle; and instructors sharing lessons learned from the field.

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AX to D365 Finance and Supply Chain: Why a Holistic Business Analysis is Essential

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Join us for a discussion with AXIA’s Consulting’s D365 Practice Lead, Doug Blitzer, Managing Director John Tierney, and CIO of Performance Health, Adam Shapiro to learn about about  the critical importance of a holistic business analysis when considering an implementation or upgrade to D365 from AX and/or other ERP systems. We will look at:•     The top 5 areas to evaluate when considering the move to D365 from AX (or any legacy ERP)•     Why a holistic approach centered around business value is critical •     Understanding where the opportunities lie for process improvements and efficiencies to help set the objectives for the implementation / migration project and bolster any supporting business case•     Considerations when performing the assessment and building the implementation / migration plan•     Determining is your organization ready?  Is the timing right?The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.