Part 2: Essential Steps for Planning a CRM Implementation: Implementation Roadmap

  • by Tom Ditzler, Program Manager, J. J. Keller & Associates, Inc.
  • August 15, 2008
Learn how J. J. Keller & Associates, Inc., is using a phased roadmap to implement SAP CRM. See the original planned phases and how J. J. Keller & Associates, Inc., re-validated and modified the phases after an 18-month delay.
Key Concept

When taking on any implementation, it is important to have planning steps in place. These can include strategic assessments, deciding how to break the implementation up into phases, and building an appropriate implementation sequence. A phased implementation approach can help you identify the high-value, low-risk phases that can count as quick wins for your company.

In my last update, I described the strategic assessment we conducted at J. J. Keller & Associates, Inc., to select SAP CRM to replace our aging legacy sales and marketing systems. After making our decision to implement SAP CRM, we had to develop an appropriate implementation plan and sequence. We did not believe a big bang approach would work for us, so we had to identify a way to break up the implementation into manageable phases and determine the correct sequencing for them.

J. J. Keller & Associates, Inc., is the trusted source for safety and regulatory compliance products and services that help companies increase safety awareness, reduce risk, follow best practices, and stay current with changing regulations. We offer more than 6,000 safety and regulatory compliance products and services, including forms and supplies, time-saving online and outsource services, safety training programs, software, and regulatory manuals.

We believe a big bang implementation is not the best approach for J. J. Keller for a couple of reasons. First, we want to implement in phases to allow our internal staff time to build up our SAP CRM expertise. We want to do the majority of the implementation ourselves and need time for training and to develop the knowledge and skills we need.

Tom Ditzler

Tom Ditzler has been employed at J. J. Keller & Associates, Inc. for 10 years. He has served in sales, marketing, and business analyst positions and now is leading the company through a multi-year implementation of SAP CRM, SAP NetWeaver Portal, and SAP NetWeaver Business Intelligence. Tom holds numerous certificates in project management, training, and education.

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