| Business Process Workshop |
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Sample Agenda ContentThe agenda for every Business Process Workshop is different depending on client needs. As a general rule, discussions begin at the front of the demand cycle (Marketing) and progress through Order Management. A general framework for the workshop is described below: MarketingDiscussion topics: Current marketing strategies, methods of customer acquisition, return on investment tracking Lead ManagementDiscussion topics: Definition of a lead, lead handling, lead qualification algorithms, conversion rules, lead source tracking, lead assignment and distribution, supporting management reporting Account ManagementDiscussion topics: Definition of an account, account types, account segmentation, master data elements, account relationships Opportunity ManagementDiscussion topics: Definition of an opportunity, opportunity types, sales stages, close percentage, forecasting, pipeline management, opportunity approval rules, supporting workflows Project ManagementDiscussion topics: Current use of projects, project types, time tracking, billing considerations, customer project interactions Customer ServiceDiscussion topics: Definition of service request, case types, priority setting, cases assignment rules, supporting workflows Data MigrationDiscussion topics: Identify current systems of record, determine level of data to be converted to the new system IntegrationsDiscussion topics: Identify target integrations, determine integration types (real-time, message based, batch), supporting workflows Custom Modules and ObjectsDiscussion topics: identify work processes not supported by current modules and flows, determine module relationships, discuss master data elements DeliverableAt the conclusion of the workshop, an Intelestream consultant will schedule time with the Client to review findings and present recommendations and an initial broad estimate.
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Successful projects start with a thoughtful investigation of client business processes. As described in the methodology, this step of the Intelestream process is called the Discovery session. It is critical that the consultants understand the basic fundamentals that comprise client business functions and processes. Intelestream understands that software system design is (most likely) not our Client’s core business. The Business Process Workshop takes the guesswork out of the process. An Intelestream Professional Services Consultant will carefully guide Client Stakeholders through the Discovery Process step-by-step, documenting business flows in a narrative fashion, while creating system requirements that both developers and business stakeholders will understand. Intelestream will present requirements back to the client to ensure the level of understanding is sufficient. The final step in the Discovery process is to deliver recommendations for next steps and provide an estimate on total project costs.