Implementing a new CIS: 6 steps that will set you up for success
- Jul 15, 2021 1:40 pm GMT
Implementing a new Customer Information System (CIS) can seem challenging but with the right preparation and planning, you can achieve an on-time and on-budget project.
These 6 steps will set you up for success when implementing a new CIS:
1. Understand and document your business processes
Having a deep understanding of your internal business processes is key for a successful implementation. This may sound obvious, but in a lot of legacy systems workflows are built into the code, without any documentation. Understanding and documenting your existing business processes and, even better, your desired best practices, will save you frustration, time, and money.
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