Configuration and migration
Prepare data, roles and selected-solution settings.
Solution implementation
Configure, integrate and test selected solutions, then support users.
Discuss this subjectThe challenges to address
Technically correct configuration can fail in practice when data, roles and acceptance testing are unprepared. A launch without handover leaves the team dependent on the project.
Our response
We propose implementation in testable increments. Priority business workflows guide configuration, integration and testing, with users contributing to acceptance.
What the engagement can cover
Business acceptance
Define test cases, resolve gaps and validate critical workflows.
Operational handover
Prepare documentation, training, cutover and initial monitoring.
Acceptance testing based on real workflows
Example acceptance checklist for a CRM pilot, covering business outcomes, access and recovery.
| Workflow to test | Expected outcome | Validation |
|---|---|---|
| Migrate a contact | Data and ownership retained | Sample compared with source |
| Manage an opportunity | Stages and follow-ups available by role | Workflow completed by a user |
| Prepare cutover | Access, backup and rollback documented | Launch decision recorded |
How the engagement works
Workflow scoping, prototype, iterative configuration, documented acceptance and prepared cutover. Post-launch follow-up addresses defects and transfers procedures to designated owners.
Prepare an initial scope.
A few practical points to make scoping and acceptance clearer.
What you can prepare
- Priority business workflows and the users who can validate them.
- A test dataset and expected results for each workflow.
- Relevant licences, required access and the people responsible for operations.
What we need to agree together
- Which defects should prevent launch and who makes that decision?
- What must the team be able to do independently when the pilot ends?
Have users execute the agreed workflows with their own roles and test data. Review outstanding defects, recovery instructions and the handover of procedures before jointly deciding the next step.