InterAction Implementation Methodology

Implementing InterAction effectively is key to realizing your organization's Relationship Intelligence goals and your overall Client Relationship Management (CRM) strategy. The InterAction solution is designed to generate value by increasing your ability to attract new clients, cross-sell to existing clients, and increase overall client retention. Successful implementations require a structured approach to software deployment while maintaining a continuous focus on realizing these benefits for InterAction users and the organization overall.

This chapter provides a high-level overview of the implementation approach followed by LexisNexis InterAction’s Consulting Services team. Whether you are doing your InterAction implementation yourself or using the services of LexisNexis InterAction or an LexisNexis InterAction certified partner, it is important to understand the fundamentals of a good implementation methodology. For information on the services LexisNexis InterAction’s Consulting Services team can provide, send an e-mail message to consulting.services@lexisnexis.com.

A checklist of implementation steps is available on the Best Practices page of the InterAction Support Center Web site. On that page, LexisNexis InterAction provides a series of best practice documents that address implementing InterAction to support a number of common business processes.

Our recommended approach stresses a balance among the four key components critical to achieving your business objectives:

• Processes
• Data
• Technology
• Organization

That is why LexisNexis InterAction’s Consulting Services team takes an approach that includes both a structured implemented methodology complemented by a robust set of Best Practices that address the cultural and change issues that your organization will encounter during the implementation.

The implementation methodology should drive the project plan, deliverables, and overall flow of activities during the implementation.

InterAction Implementation Methodology

 

The remaining sections in this chapter provide an overview of the components of the implementation methodology:

• Plan and Manage the Project
• Analyze and Discover
• Design and Configure
• Pilot Test and Validate
• Roll Out
• Sustain and Build Value