This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
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Creating a user manual for a CRM system
Project duration: 2 months
Brief description
Creating central user documentation as a shared working basis for users of internal customer relationship management.
Supplement
First, the existing documents and presentations and the system are examined and analyzed in detail. The document structure is then developed and coordinated, followed by all the necessary content. In addition, current specifications and instructions for sales and distribution are incorporated into the documentation, in close cooperation with the business management, corporate management and sales support.
Subject description
The new user documentation replaces a large number of individual documents and files and bundles the information into a single document. Furthermore, all content that is no longer valid is updated or removed.
IT project data
- Industries information technology
- Specialist tasks BPM: process design, centralization, documentation, quality management, sales support
- DP tasks concept
- System environments standard software: CRM systems
- Procedure model customer standard
- Standard software and BI Microsoft Dynamics CRM
Project period27.09.2016 - 25.11.2016
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