Customer Relationship Management System Development Projects and Measuring User Adoption

A structured, applied course in customer relationship system projects — designed to be used the week you return.

📍 Istanbul🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

A schedule for customer relationship system projects without a critical path is a wish list with dates. Stakeholders withdraw support for system projects quietly before they withdraw it formally. It is designed for mixed groups, so that the project and portfolio delivery capability is examined from more than one functional angle. They gain the ability to sequence improvements to customer relationship system projects in an order their organisation can absorb. It treats this part of project and portfolio delivery as an operating discipline and equips participants to run it as one. Practitioner evidence points the same way: system projects improves fastest where responsibility for it is named and owned. The version of customer relationship system projects described in the manual and the version practised on the floor tend to diverge over time. Sessions alternate between guided analysis of system projects and supervised application. Participants leave with a plan for this strand of project and portfolio delivery sized to what their organisation can realistically absorb.

Expected Learning Outcomes

01

Estimate cost and effort for customer relationship system projects using more than one method.

02

Recover system projects when it is behind, without pretending it is not.

03

Track progress on customer relationship system projects by earned value rather than by activity completed.

04

Adapt recognised practice on system projects to local constraints without hollowing it out.

05

Manage stakeholders of customer relationship system projects according to influence and interest.

06

Test the organisation's response to system projects under conditions that are less than ideal.

07

Prepare a short, evidence-based briefing on customer relationship system projects for senior management.

Who Should Attend

01

Analysts producing the data on which decisions about customer relationship system projects rest.

02

Technical leads delivering work packages within system projects.

03

Project management office staff assuring customer relationship system projects.

04

Team members preparing to take on project responsibility for system projects.

05

Planning staff whose forecasts and budgets are affected by customer relationship system projects.

06

Cost engineers and project controls staff on system projects.

Course Modules

01

Customer relationship system projects: governance, gates and decision rights

2 sessions · 8 points

Session 1Closing customer relationship system projects and capturing what was learned

  • Map stakeholders of customer relationship system projects by influence and current level of support.
  • Compare resource demand from system projects against other commitments.
  • Build the competence framework that supports customer relationship system projects.
  • Measure progress on system projects by value earned, not tasks ticked.

Session 2Reading the current state of system projects honestly

  • Confirm that contractual obligations around customer relationship system projects are understood.
  • Verify six months later that changes to system projects have held.
  • Assign responsibility for keeping documentation of customer relationship system projects current.
  • Establish who is informed, consulted and accountable in system projects.
02

System projects: scope definition and exclusions

2 sessions · 8 points

Session 1Measuring progress on system projects honestly

  • Review at each gate whether customer relationship system projects should continue at all.
  • Set out the decisions in system projects that require sign-off and by whom.
  • Build the work breakdown for customer relationship system projects to a level that can be estimated.
  • Rank the weaknesses in system projects by consequence rather than by ease of fixing.

Session 2The hard cases in system projects and how to reason about them

  • Write the scope statement for customer relationship system projects including explicit exclusions.
  • Rehearse the briefing on system projects that would follow an incident.
  • Identify the critical path through customer relationship system projects and the float elsewhere.
  • Agree the escalation threshold for system projects in advance.
03

System projects: progress measurement and early warning

2 sessions · 8 points

Session 1Estimating system projects without anchoring on the answer wanted

  • Archive the decision record for customer relationship system projects so successors understand it.
  • Define the decision gates for system projects and what evidence each requires.
  • Plan the sequence in which improvements to customer relationship system projects will be introduced.
  • Set the change control process for system projects and require cost and time impact.

Session 2The risks to customer relationship system projects nobody wants to raise

  • Write down the assumptions underpinning the approach to customer relationship system projects.
  • Hold a lessons session on system projects while memory is accurate.
  • Define the trigger that would require customer relationship system projects to be redesigned.
  • Draft the minimum viable delivery plan for system projects.
04

System projects: stakeholders, communication and support

2 sessions · 8 points

Session 1Recovering system projects when it is behind

  • Identify single points of dependency in customer relationship system projects and reduce them.
  • Estimate system projects using two independent methods and reconcile the difference.
  • Manage supplier performance on customer relationship system projects against contract, not goodwill.
  • Build reporting on system projects that surfaces problems while they are small.

Session 2Moving system projects from approval to execution

  • Test the procedure for customer relationship system projects against a realistic scenario.
  • Anticipate the objections system projects will raise and prepare the answers.
  • Plan handover of customer relationship system projects to the team that will operate it.
  • Agree what will be standardised in system projects and what will not.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.