| Role(s) |
Checkpoint Item |
Resources |
|
Executive Sponsor,
Adoption Manager,
IT Manger,
Site Administrator
|
Designate Executive Sponsor(s),
Adoption Manager,
IT Manager and Site Administrator
|
|
| Executive Sponsor |
Define overall business goals and objectives for CRM usage. |
|
| IT Manager |
Thoroughly Read Sugar Installation Guide |
Installation Guide |
| IT Manager |
Test Sugar access for all geographical locations (office locations, representative home/traveling users) |
Technical Requirements |
| IT Manager |
Test functionality of your new site (coordinate with your IT department if necessary) |
Technical Requirements |
|
Adoption Manager, Site Administrator
|
Train Adoption Manager and Site Administrator on Sugar user functions |
Sugar University Learning Sessions Schedule |
|
Adoption Manager, Site Administrator
|
Train Adoption Manager and Site Administrator on common Sugar administrative functions |
Sugar University Administration Online Library |
| Site Administrator |
Train Site Administrator on import capabilities |
Importing Data |
|
Adoption Manager, Site Administrator
|
Train Adoption Manager and Site Administrator on Sugar customization strategies |
Studio Customizations, Sugar Professional Services
|
| Site Administrator |
Configure system settings and make sure they are localized for your organization |
System Settings, Locale Settings, Configure System Settings
|
|
Executive Sponsor, IT Manager
|
Evaluate the minimum set of customizations to the application and determine if possible customizations can be made internally or require Sugar Professional Services |
Studio Customizations , Sugar Professional Services
|
|
Executive Sponsor, Adoption Manager
|
Identify minimum set of processes that must be automated or tailored via workflow through Sugar |
Creating and Managing Workflows |
|
Adoption Manager, Site Administrator
|
Identify certified items on SugarExchange |
SugarExchange |
| Site Administrator |
Install and Test all Plug-ins |
Plug-in for Word, Plug-in for Outlook
|
| Site Administrator |
Add users, define roles, and determine methodology of adding new users |
User Management, Manage Roles, Manage Users, Manage Teams
|
| Site Administrator |
Configure email settings and inbound email accounts |
Email Settings, Inbound Email
|
| Site Administrator |
Migrate data from legacy systems |
Importing Data |
| Site Administrator |
Add meta-data using the drop down editor |
Studio Customizations |
|
Executive Sponsor, Adoption Manager
|
- Kick-Off Meeting to define project plan for Awareness and Training Campaigns:
- Define scope of campaign and timeline
- Choose appropriate training courses
- Public Training Courses
- Private/Group Training Courses led by Sugar University
- Self-paced Training course
- Q&A Center
- Train the Trainer
- Define measurements for success
|
Sugar University Learning Sessions,
Sugar University Online Library
|
| IT Manager |
If On-Site, create a dev instance of Sugar in order to create a test environment for customizations, demos, and training exercises |
SugarCRM Demos |
| IT Manager |
Work with Site Administrator to develop scheduling strategy for IT maintenance |
|
|
Executive Sponsor, Site Administrator, Adoption Manager
|
Test reporting features and ensure that Sales management is comfortable with the reports |
Reports Module |
| Executive Sponsor |
Send Sugar Welcome Email |
Creating Email Template, Executing an Email Campaign, Using the Campaign Wizard
|
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| 
