Ten Steps to Process Review
The following is a brief description of my firm’s 10-step business
process review procedure. These steps provide general guidelines for the
activities that need to take place for a better understanding of the current
and desired business processes related to CRM.
Step 1: Meet with the Client to Plan an Initial Schedule
Meet with key client representatives to determine strategy, direction,
and a list of possible participants in the business process project, and outline a tentative schedule for engagement with the client staff.