1. Requirements Analysis and Customisation

RD Associates' consultants work with you to establish your key objectives for the system and develop a prototype system that will enable you to see exactly how it will work within your organisation. The areas to be reviewed will be dependent on the solution being implemented, but will typically include: defining user and their requirements; lookup tables; security settings; field changes; workflow/automated processes; reports; templates.

In most cases we will develop a prototype of the system, import a sample of your data, and then present this to you for review before completing the process and installing the software on your systems.  This is likely to be an iterative process which is refined several times before final implementation.

2. Integrating with CRM Solutions

Many implementations will require data to be transferred from your existing systems into the new CRM system.  The transfer of data may be a "one-off" exercise to migrate data from your old system, or the requirement may be for a routine transfer of data from another system e.g. a weekly transfer of account summaries from your accounting system into the CRM System.  Either way, RD Associates' expertise combined with specialist software tools will enable these potentially complex issues to be resolved.

Many CRM solutions can also be integrated with other applications – such as accounting software, quotation modules, help desk etc.  For further details go to our Products page.

3. Installation

RD Associates are experts in setting up CRM systems, with extensive experience of implementing both the dBase and SQL versions of the products in a wide variety of network and workstation environments.

Enabling remote users to access the CRM data is often a key objective. RD Associates are experts in setting up remote synchronisation that enables remote users to synchronise their data from anywhere in the world and server-to-server synchronisation where an organization has multiple sites.

Installation tasks undertaken include installing and configuring the applications on servers and client PC's, setting up routine maintenance tasks, implementing agreed security measures, implementing routine data transfer utilities.

4. Training

The RD Associates Training Facility is located at Cranfield in Bedfordshire.

The success of any system is largely dependent on how well users understand it; effective training is therefore an essential component to success.  RD Associates offer a range of specialised courses, run by highly experienced trainers at our training suite in Cranfield, Bedfordshire.

For more information about our training courses and public course schedule please see our Training page.

5. Support Services

Help is available when you need it with RD Associates flexible Support Block scheme.  The scheme allows you to easily access RD Associates specialist resources for a range of purposes such as telephone support, site visits, and support using web access tools.

For more information about our support arrangements please see our Support page.