What We Do
We take a strategic approach to CRM by building unified, End-to-End custom solutions that connect all lines of your business together. Microsoft Dynamics 365 brings together CRM & ERP into one cohesive cloud service with specific, purpose-built apps: Finance, Sales, Customer Service, Marketing, Field Services, & Operations.
Case Study - LINC Systems
CRM Digital Transformation
Learn how LINC Systems transformed their sales and marketing operations with Dynamics 365 CRM tools built by Leaf. Download the case study here. |
UNDERSTAND
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No one knows your business better than you & your employees. We take the necessary time to fully understand how your business operates relative to your desired project outcome to determine the best course of action.
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PLAN
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We develop a User-Centric End-to-End road map of your ENTIRE ORGANIZATION. We see the BIG PICTURE from the view of the end user and build out accordingly. Our team interviews and considers every aspect of the user involvement with the software. Our clients are also able to leverage our best practices and our proprietary apps to save time and control project costs.
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BUILD
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The apps are designed so they can be easily and independently deployed, which means you can start with the business area you need and scale as the business demands. All Dynamics 365 apps, plus the larger portfolio of cloud solutions like Office 365 share a common data model, making it very easy to add other apps as they become needed. This is the scalable "build as you grow" model for which everyone has been waiting.
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REVIEW
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We develop small chunks of software, demonstrate it to the business and keep moving forward. Our Adaptive Agile/Scrum User-Centric Approach allows for continuous improvement while reacting to the changing needs of the business as the project progresses.
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ADOPT
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Our adapted Scrum methodology incorporates change management principles that engage the client throughout the entire project. We also significantly increase End User adoption organically by involving the actual End Users in the design process. Beyond the technical aspects of a system implementation, Leaf helps you navigate the critically important parts of user adoption. This includes end user and admin training services crafted to your unique needs and company culture.
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We Listen to the End Users
How We do it
ADAPTIVEScrum is based on short iterative build cycles called “Sprints” that are usually 2 weeks in duration. Prior to the first sprint, the project team will conduct end user interviews and build a product backlog. The deliverable from these interviews are captured and turned into “User Stories”.
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USER STORYUser stories are business requirements from the end user’s perspective. The User Story also contains the acceptance criteria as defined by the business. The Acceptance Criteria could be a list of fields needed to store customer information. The user story also contains the test cases needed by QA to determine if the software meets the acceptance criteria.
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SPRINTSprint consists of Planning, Design, Development, Testing, Acceptance and Demonstration. We develop in increments, demonstrate it to the client and keep it moving. This allows for continuous improvement while reacting to the changing needs of the business as the project progress.
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BACKLOG - Throughout the project, each member of the team will close out a task as soon as they are finished with the required work. Tasks/user stories left unfinished at the end of the sprint get pulled out of the sprint & added to a future sprint.
SCRUM SUCCESS PROJECT TEAM
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Project Owner is held ultimately responsible for the project. From communicating with the client to prioritizing the Product Backlog, the project owner explains what needs to be done to the Team at the beginning of each Sprint and accepts the product from the Team at the end of each Sprint.
The Team consists of 3 players: Functional, Technical, & User Acceptance Trainer (UAT). The functional player is responsible for the build out of forms, fields, and entities. The Technical player is responsible for the creation of workflows, businesses rules, and JavaScript customization. The UAT player pulls it all together with Quality Assurance and trains End Users on application best practices.
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Scrum Master makes sure that the Scrum process is being properly followed by all Team members and that all impediments are being escalated to the concerned parties and/or solved in a timely manner.
Subject Matter Expert (SME) is not necessarily part of the implementation Team. This individual is consulted, mostly by the Project Owner, whenever an advice is needed regarding a specific business topic.
Strategic Partners
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ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM
ClickDimensions empowers marketers to generate and qualify high quality leads, while providing sales the ability to prioritize the best leads and opportunities. Providing email marketing, web intelligence, lead scoring, social discovery, web forms, surveys, landing pages, nurture marketing, subscription management, campaign tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions. |
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Agile Data Integration Software Platforms – In the Cloud (iPaaS) or On-Premises
Our powerful platforms are the fastest, most cost-effective way to create custom integrations. And our beautifully simple interfaces will give you the confidence to take on any integration challenge. After all, with 20+ years of solving integration puzzles for over 14,000 customers and partners, we have solved just about every integration challenge there is. And with easy-to-use management and collaboration tools, your confidence will last through the entire lifecycle of the integration. |
