Analyze
The goal of this stage is to define the current state of the organization. The most important questions to resolve:
- the list of entities presented in the IT ecosystem and their attributes;
- currently existing systems and their functional purpose.
Sales
Let's try to combine the most common components that our IT landscape could consist of, so we can get a picture of a self-sufficient multilateral system. It must be able to support the
full cycle of the company's life
. What is the very starting point of almost every business in the world? That's a client – a person, who's most probably interested in your services or products. And yes – it is obvious that one of the main parts of the system should implement a flawless sales process and corresponding level of customer engagement. Such assumption allows us to define the first part of the system –
CRM component (on diagram), which is responsible for interaction with customers and collecting their information relevant for business processes that are currently in use.
Marketing Communication with clients is quite a complex task that requires a reasonable approach to choosing tools for building your customer interaction processes. Most CRM systems provide some basic marketing functionality, so it makes it possible to send some emails to customers or let them submit some landing forms, but comprehensive flow can be guaranteed by professional external modules. Let's define it as a separate
Marketing component (on diagram) block. Billing & Resources
When you face any issues with
financial processing and reporting, it means that this is the time to pay attention to accounting automation. If current CRM+Marketing composition is not capable of scaling and fitting the required level of
transactional, quoting, or billing processes, the situation forces us to look for a new module built exactly for that. That is why one of the most encountered issues and tasks for the IT department is to investigate integration capabilities of
ERP and Accounting (on diagram) modules to include them in current processes and combine with the CRM core.
Business Intelligence
Automatically calculated
KPI's and business insights can be extremely helpful when making decisions on further ways of company evolution. Producing low- and high-level reports and indicating sales process or customer interaction weaknesses allow us to draw the correct conclusion and plan corresponding correction activities on different management levels. What information may be helpful for that? The answer is "any" – just let your
BI component (on diagram) analyse the data you already have in the system and use the results!
Data Warehousing Once your system has grown, it starts to iteratively evolve: existing and connected modules are being modified and new components are introduced and integrated. Every new piece of the system may require different sets and levels of data from various modules, so it becomes helpful to connect a
Data Warehouse component (on diagram) to be able to backup and share both sensitive and secondary data from different parts of the system.
Event Management & Data Sync
When building a large system which is able to support the complex functionality described above, it is crucial to ensure the integrity and relevance of information, as well as its timely receipt in various layers of the system. Popular solutions for that are
ESB (Enterprise Service Bus,
on diagram) and
ETL (Extract/Transform/Load,
on diagram) services built to support
real-time and scheduled uni- and bidirectional data synchronisation.