• Review existing CRM-BI capabilities

- Systems, Processes, Skills, Techniques

• Assess strengths and weaknesses
• Identify and prioritise gaps

- Based upon potential to improve business performance

• Validate requirements
• Formulate roadmap

- Create solution scope definition
- Guide delivery of essential improvements
- Realistic view on timescales and deliverables
- Create training plan
- Advice on buy or build
- Build a training plan