CRM and ERP solutions expertise at every phase

DSG believes that the most successful Cloud CRM, ERP and Financials solutions begin with good listening. In addition to understanding your business and operational goals, we ask questions about how you want to achieve these goals and how that should be reflected in the implementation of your solution. For example, how does your company interact with your customers and business partners now and how do you want to do this once your new ERP or CRM solution is implemented? Only then do we move forward.

DSG Methodology

Cloud ERP, Financials and CRM solutions are crucial elements of your business, and the DSG Roadmap process provides a strategic approach to defining your business application goals and identifying the best path to achieving them. We work closely with you to:

Identify your strategic business needs
Map a strategy that enables you to achieve your business and process goals
Select the Cloud CRM, ERP or Financials solution that best matches your goals, processes, budget, and time frame
Create a roadmap for delivering meaningful value from your Cloud ERP, Financials and CRM implementation

DSG has developed a proven, three step methodology for your NetSuite and Salesforce implementation using an agile, iterative approach that provides the fastest possible return on your Cloud investment.

Discovery – provides the foundation for a rapid, successful deployment and the creation of long-term business value. Through one-on-one interviews and in workshops with key stakeholders we develop a clear understanding of your business goals and, once we understand these, we focus on the performance and functionality gaps in your existing systems and ensure that we design a solution to address these gaps and issues.
Definition - DSG handles your basic Salesforce or NetSuite implementation, loads it with a subset of your data and then works with select users to review and tune functionality and workflow and also focus on usability issues to ensure that this does not become an obstacle to adoption once the system goes live.
Deployment - to achieve a successful Go Live, all the key functional, workflow and usability changes identified in the workshops have to be configured into the production system; final data conversion and integration with other systems has to be done and end-to-end systems testing has to be successfully completed.

One of the things that DSG learned long ago is that going live with Cloud CRM, ERP or Financials is not a one-time event. Using our agile, iterative approach, DSG Optimize continuously monitors your changing business needs, user experience and expectations and system capabilities and suggests new workflows, features, customizations and integrations to prevent a "Value Gap" developing between your business and your Cloud ERP, Financials or CRM solution.

DSG Optimize services are performed by DSG specialists who know your business and system needs inside and out and who are backed by DSG's rich ecosystem of specialists to provide deep expertise on both Cloud and SaaS solutions and business best-practices.

Many companies implement Cloud ERP, Financials, CRM and other Cloud solutions only to find that they don't fully meet their business needs. These companies then become frustrated with the Cloud solution when the real issue is an implementation problem not a functional problem. DSG takes these companies through an abbreviated version of the DSG Implementation Methodology and focuses efforts on the Optimize process to ensure that the anticipated benefits of your Cloud CRM, ERP or Financials solution are being achieved, the value gap closed and their solution — and its business value — revitalized.

Learn more about our Cloud implementation services. Call 866.486.4064.

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