User requirement gathering and business process analysis through stakeholder consultations
System architecture planning aligned with organizational goals
Customization of entities, forms, views, workflows, business rules, and dashboards
Custom plugin and workflow development support using Power Automate and native CRM tools
Integration with Power Platform (Power Apps, Power Automate, Power BI), SharePoint, Omnichannel Anywhere365, Cisco Finesse, and other third-party systems
Data modeling, migration planning, staging, data cleansing, and validation
End-to-end system testing, including unit testing, user acceptance testing (UAT), bug tracking, and resolution
Role-based security configuration, user access control, and permission management
User onboarding, multi-level training, and creation of support documentation, manuals, and standard operating procedures (SOPs)
Helpdesk and Tier 2 technical support for incident management and service requests
Report and KPI dashboard development for operational monitoring and performance analysis
CRM system monitoring, version control, updates, and performance tuning
Change management support, feature rollout planning, and communication coordination
Collaboration with developers, vendors, consultants, and internal teams for continuous improvement and issue escalation
Implementation of data protection policies and compliance with organizational security standards
Automation of business processes and approvals to improve efficiency and reduce manual tasks
Troubleshooting integrations, workflows, and plugins for a seamless user experience