In the case of an independent implementation, the Client and the Vendor are different departments of one company. As a rule, independent implementation is used by companies that have in-house developers and analysts who can perform system administration and configuration.
An independent implementation project workgroup consists of Client’s and Vendor’s representatives divided into three levels (Fig. 3).
•Steering committee
•Project management
•Project team.
Fig. 3 Project workgroup structure for independent implementation
Note
An employee can have several roles within a project workgroup if needed.
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The Project team consists of employees, responsible for the preparation, development, testing and implementation of the project.
Analysts – employees who develop Business concept and Technical design of project, define tasks for developers and check the quality of work.
Developers – direct performers of the project. They are responsible for the development of project solutions based on the Business concept and Technical design.
IT Coordinator – an employee responsible for the project infrastructure, deployment of testing and production environments, integration between different systems and other technical issues.
CRM Coordinator – an employee responsible for implementation of the functions developed as part of the project. Typically a technically savvy company’s expert, who trains other employees, motivates them to use Creatio, implements guidelines, coordinates the work and is responsible for Creatio administration. It can be either a representative of a business department with a technical mindset, or a representative from the IT department who knows the specifics of company’s business.
Note
Depending on the number of departments where the project is implemented, there may be several CRM coordinators.
Business Experts – company employees who will use the implemented system in everyday work. They test the developed functions and provide feedback.
Direct project managers, who have the authority to solve the project’s general development and progress issues.
Project Manager – accepts the completed project and controls work of the Vendor department.
Project Mentor – top- or mid-level manager of the company. The head of the department where the implementation is carried out.
Note
If the Project Mentor role is not a part of the Client’s team, then the project owner can take over this role.
The Steering committee includes top-management of the project. This is the main decision-making body for the project.
Project Director – executive, oversees the analysts and developers who are working on the implementation of the system.
Project Sponsor – a company’s top-manager responsible for the financing and budgeting of the project. The Project Sponsor makes decisions on increasing the budget and is usually the owner of the company.
Project Owner – a top-manager of the company, who is directly interested in the project results, or manager of the department that will be using the product. Project Owner makes important decisions and provides general project supervision.
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