How should Bitrix24 be implemented?
The implementation of a new process or system tries to answer specific business problems..
Successful implementation of Bitrix24 or as a matter any CRM is based on proper coordination work with company and its people. After analyzing a large amount of implementation projects and after discussing some recommendations regarding the technology and tools we have come a long way with successful implementations.
What is Bitrix24?
Bitrix24 is a complete suite of social collaboration, communication and management tools for you’re a company. It is used as a internal space for data storage, discussion, decision-making and overall control. Due to lack of such application companies looses a lot of time and resources in waiting for decisions, agreements, errors and business processes.
The convergence of communications into Bitrix24 increases the transparency, efficiency, and accountability for the employees. The probability for an employee to solve an issue increases multifold and for a managers and peers to understand fully what is happening in “couple of clicks” is the main benefit of the implementation. As a result it will become more convenient for the employees to work with the managers – to take complete control of the system.
The main driving force for the implementation is the wisdom and the will power of the chief executive officer of the company. Without the main stakeholder’s wisdom and insight, the implementation will lead to failure.
Sequence of implementation.
We need to start with the simple and workable models. Only after that we need to implement the control in form of: the company’s structure, internal communications, activity stream, tasks, executive discipline, activity reports, time tracking, accounting orders, workflow automation, application development.
The implementation must tangibly reduce bureaucracy. The “lost” and delayed time must be compensated and the overall efficiency must grow. It is normal, if the positive effect of every step occurs in a few months. It’s not normal, if it is getting worse as the system is being implemented.
Here are the steps for Bitrix24 Implementation.
Step #1 Determine the
number of users the particular client has (< 25 < 50 < 100
Step #2 Determine your that can be allocated per user (if self-hosted version, more than 25 users)
Step #3 The key decision on Cloud or On-premise? Both options work well according to clients needs.
Step #4 Identify which modules are we going to integrate with the Enterprise Portal/ERP/CRM
Step #5 Determine the lead acquisition mechanism and storage of that data in the system.
Step #6 Analyze the data migration scope. How much data you need to transfer?
Step #7 Determine the timelines for which you and the client is ready to work.
Step #8 Scalability should be in the Top of your mind.
Step #9 The responsible persons for actual implementation should be figured out.
When it comes full integration ,migration, training , and consultation how much of these tasks can be achieved yourself?
If this question remains unanswered for you then you probably need an implementation partner. Companies point to partners like us to perform complex implementations for all levels of business. Having an implementation partner is paramount while we are migrating data from an existing Portal/ERP/CRM system. This also depends on the age of the existing systems. The older or more outdated your existing systems are, the more likely that the migration will require the expertise of a partner. Besides this the previous complexity of integrations and various plugins on your Portal/ERP/CRM also turns implementation more challenging and tedious which will inevitably may also require the expertise of a partner. At Notamedia we understand you implementation pains and challenges. As a market expert we can streamline and optimize your implementation process thus making it efficient and cost worthy