ORGANISATIONS
CRM platforms are one of the largest technology investments an organisation makes. The platform is only as good as the organisation that owns it. Most organisations are not ready to own what they are about to build.
CRM Transformation Readiness for Your Organisation.
How FOUNDATIONS Works for Organisations
A six-stage methodology that works upstream of implementation to make sure your organisation is structurally ready to own its CRM platform. Each stage has defined outputs and clear ownership. It is a working engagement that leaves your organisation more capable at the end.
Organisations invest in CRM and move straight to implementation. They appoint a build partner. They start sprints. Then things slow down. Requirements are unclear because nobody mapped the end-to-end customer experience first. Decisions take weeks because there is no governance structure to escalate through. Internal teams cannot sustain the platform because capability was never built alongside it.
The platform goes live. Adoption is lower than expected. The build partner moves on. The organisation is left with a system it does not fully understand and cannot confidently develop.
The readiness work was skipped. That is the root cause. It is preventable.
The Problem Is Not the Technology
Governance First
Establish the decision-making structures before you start building.
Design the Full Picture
Map the complete customer journey before deciding what to build in Phase 1.
Build Internal Capability
Make sure your people can own, sustain and develop the platform after implementation.
Leave a Legacy
When Maven Kairos steps away, the knowledge, the structures and the confidence stay with you.
Maven Kairos provides a Fractional Director of Transformation service, embedded within your leadership team for the duration of the engagement. The work is structured and co-delivered, sitting within your governance and reporting to your board. Where specialist capability is needed, MKAL places experienced professionals to deliver specific stages of the framework.
Engagement is scoped per organisation. Some need the full six stages. Others need specific stages to address defined gaps. There are no open-ended retainers. You pay for outcomes, not time.
How Engagement Works
FOUNDATIONS is relevant to any organisation making a significant CRM investment. In particular:
- Selecting or recently selected a CRM platform and want to get the pre-implementation work right
- Already in implementation and recognising governance, requirements or capability gaps
- Been through a CRM implementation that did not deliver expected value and want to reset before Phase 2
- Investing in CRM for the first time and want to avoid the common pitfalls
This applies across private sector, public sector, education and not-for-profit. The structural challenges are consistent. The context and language flex to your organisation.
Who This Is For
Investing in CRM?
If you are preparing for a CRM investment and want to make sure the foundations are right before you build, we would welcome a conversation.