Avoiding a failed CRM project - 7 Top Tips

Gartner Group reports over 70% of IT projects fail to meet expectations and that is mostly due to poor Project Management. 

If you are ever faced with a Gantt chart or a task list referred to as a CRM project plan, then there is an extremely high likelihood of failure. While the schedule is essential, it is only one of seven critical elements of a robust CRM Project Plan.

Project Plans must include:

1. Execution Charter

   An executive summary of what is to be achieved
   

2. Stakeholder Identification

   Contact details of Executives, managers, users, and influencers involved in or affected by the project

3. Scope of the Project

   Including Requirements Definition and Specification
   
   

4. Delivery Approach

   A detailed explanation of how the project will be delivered, including methodology, standards and Quality Assurance processes
   
   

5. Schedule

   Detailed task lists with associated timeframes and resources
   
   

6. RAID analysis and log

   Including fully documented risks, assumptions and dependencies
   
   

7. Project Management log

   Log of all tasks and assigned responsibilities

When analysing proposals for CRM implementation and adoption here is a proven rule of thumb:

-25% of a project cost is project management and related activities

-25% to system and user acceptance test and associated documentation,

-25% to requirements definition documentation, sign off and design,

-25% to implementation

Neglecting to invest enough in project management, such as solely relying on a task list, can steer the project towards becoming part of the alarming 70% of projects that fail.

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