Hello, dear readers! Today, I want to share my experience in implementing new business processes within a CRM system in a large organization with over 500 office employees and a total workforce of several thousand.

This post will be useful for project managers, business analysts, and team leaders. I hope my checklist of 7 steps will help you avoid common mistakes and make the process more efficient.

Step 1: Kickoff Meeting

First and foremost, hold a kickoff meeting with the department head. It’s crucial to gather all requirements for the new business process and ask additional questions for clarification. Don’t hesitate to propose your solutions, and sketch out a preliminary process diagram during the meeting to visualize your ideas.

Step 2: Develop the Business Process

Once you have collected the information, move on to creating the business process in a process editor. Simultaneously, test the process as individual sections are completed. This will help identify shortcomings at an early stage and make necessary adjustments.

Step 3: Test Runs

After completing the development, conduct several test runs that closely mimic real conditions. This is a great opportunity to demonstrate the process to the department head and gather their feedback. Make adjustments as needed.

Step 4: Instructions and Educational Materials

When the business process is ready, create detailed instructions for its use, including video materials. It’s important to add this information to your knowledge base so that all employees can easily access it.

Step 5: Discussion with Department Employees

Hold a meeting with department employees to discuss why this business process was adopted, its benefits, and usage rules. Be sure to give employees the opportunity to ask questions and discuss any issues that arise.

Step 6: Launch the New Process

After a successful meeting, proceed with the launch of the new business process. It’s essential that all employees are prepared and understand their roles.

Step 7: Support and Improvement

Create a support chat including all employees who will use the new process. Be ready to answer any questions and assist with problem-solving. After a week, when the questions have been resolved, you can close the chat if it's no longer needed, reminding everyone about the availability of video instructions in the knowledge base.

Implementing new business processes is not only a challenge but also an opportunity for growth and optimization for your team. I hope my experience will be helpful and inspire you to make successful changes in your organization.

Wishing you success in your work!