CRM Project Governance Best Practices

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CRM Project Governance Best Practices

Posted by: Brendan Keating
Category: Learning Centre
Project Governance

Customer relationship management (CRM) tools are now essential to how the Sales, Marketing, and Services departments do their jobs daily.  CRM empowers businesses to create a centralised view of their customers and provide expected personal experiences throughout the customer journey. But for a CRM tool to be used well, it needs careful planning, alignment, buy-in from all stakeholders, and clear communication. This is where project governance comes into play,  So how can strong project governance ensure the success of your CRM project?

Project Governance

At Ignyto, we have completed over six hundred Salesforce CRM projects and have a few ideas to ensure that your CRM project is safe in our hands. Project governance is one essential tool we rely on to ensure your project’s success. Project governance is an integral part of all IT projects, especially CRM projects, and it can significantly affect how well the project turns out.

Effective project governance helps organisations deliver projects on time, within budget, and to specification. Here, we list the ten most important parts of a project governance framework for CRM projects that are necessary for success.

1. Establish clear roles and responsibilities.

The project governance framework should spell out the roles and responsibilities of everyone involved, including project sponsors, managers, teams, and key stakeholders. This ensures that everyone knows what they are supposed to do and keeps confusion and misunderstandings from happening.

2. Define decision-making processes.

The project governance framework should include transparent decision-making processes and issue resolution. Establishing a project steering committee, a decision-making matrix, and dispute resolution processes can help ensure efficient and effective decision-making.

3. Communicate effectively.

The project governance framework should say how project managers will keep stakeholders informed about the project’s progress, risks, and problems. Effective communication ensures that all parties have all the information they need to make good decisions and determine the best next steps.

4. Ensure stakeholder engagement 

The project governance framework should include processes for engaging with stakeholders, such as regular stakeholder meetings and workshops and provide mechanisms for stakeholders to provide feedback and raise concerns. This engagement helps ensure that stakeholders are invested in the project’s success.

5. Establish clear project governance policies.

The project governance framework should include clear rules for running the project. These policies include risk management, change management, procurement, and resource allocation guidance.

6. Monitor project performance 

The project governance framework should include ways to check and report on the project’s progress regularly. Regular status reports, project reviews, and risk assessments help project managers stay on top of performance.

7. Implement risk management processes.

Effective risk management is an essential component of project governance. The project governance framework should include processes for identifying, assessing, and managing risks. It should also provide mechanisms for responding to risks if they materialise.

8. Implement change management processes.

Change is a constant in projects, so the project governance framework should include ways to handle project scope, schedule, and budget changes. Change control boards, requests, and impact assessments can help drive change effectively.

9. Provide resources and support.

The project governance framework should ensure the project teams can access the resources and help they need to succeed. This includes technology, personnel, and financial resources.

10.Continuously evaluate and improve.

The project governance framework should be continuously evaluated and improved to remain effective. Regular framework reviews, performance metrics, and stakeholder feedback help identify areas for improvement.

Every one of our CRM implementation projects has been a success because of how well we managed them. By using best practices like clear roles and responsibilities, good communication, stakeholder engagement, and continuous improvement, we can ensure that our projects are finished on time, on budget, and to the required quality standards. Project governance also helps organisations mitigate risks and ensure that projects are aligned. 

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