Business Questions for CRM Implementation |
Before you can effectively use a reference, you must have a good idea of what you are trying to accomplish with your data warehouse. Unlike traditional systems, these definitions might be somewhat fuzzy. For example, consider one of the most common requirements of a decision support, marketing analysis, or data warehouse environment: Be able to answer any reasonable business question with no worse than overnight turnaround. How do you translate this into a tangible deliverable? The point here is you might not know exactly where you are going, but some quick introspection can save you a lot of trouble down the road. Below are some simple questions to ask yourself before checking references.
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Question 1: How Is Your Risk Tolerance? How is the vendor support? You cannot build and support this environment on your own. If you must train the vendor every step of the way, what is the risk of failure?Can you afford to be the first site? There can be strategic advantages to being first, but there is always significant pain and/or risk as well. You can donwload excellent powerpoint slides on marketing management and business strategy here.
Question 2: Is Your System Mission Critical?
Question 3: What Is Your Processing Environment? Your database marketing people will need to take over much of the work you used to rely on DBAs to do. The real value is in the ability to ask unpredictable questions and get a quick response. If the users are asking for the moon, it's probably because they need to get to Saturn to be competitive but do not think Saturn can be reached. They've already lowered their expectations based on past experience—be careful not to lower them any further.
Question 4: How Much Data Do You Have? When you check the references, be very careful on this point. Vendors like to tell you how much disk space their systems support. More often than not, this indicates the shortcomings of the database managers, not the amazing data volumes they can access. It is not unusual to find systems in excess of 1 terabyte of disk to support less than 100 Gigabytes of real data. Before you know if the solutions can support your data volumes, you must know what your data volumes are. Consider this question in conjunction with your level of risk tolerance. The largest reference out there for a product got there through much pain. Can you afford to be larger? Can you afford to be as big? Can you even afford to be within 80% of it?
Question 5: How Many Concurrent Users Will There Be? In analytical systems it is very common for there to be dozens or even hundreds of users all asking questions (queries) at the same time (when many of these interactions are not pre-defined or pre-coded). The most effective analytical systems provide for any question, at any time, to any data (correlations, as an example), to any user for any potential business opportunities. In customer relationship systems, such as on the Internet and e-commerce, there is a requirement for more users to access more data in order to be able to make more decisions in an instantaneous timeframe. Be prepared to discuss vast magnitudes of scalability and performance requirements if your system is being opened to your customers and outside users (prospects or channels).
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