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Our Services:

XRM Services Overview:

The pressure to achieve profitable growth has introduced a new mandate for our customers. That mandate is called innovation.

Beyond product or service innovation, more CEOs are looking to business process innovation as a key competitive advantage. Innovation is driven through collaboration to solicit ideas (internal and external). The flexibility to rapidly implement innovation is the key enabler and will ultimately determine whether a business follows a path of growth or decline.

Today, business strategy and success means being able to differentiate from the competition. Being different means delivering business applications with the following characteristics:

bullet Fits the needs of the users and business
bullet Enables rapid innovation
bullet Delivers agility & responsiveness

Business applications need to be delivered from an optimized IT infrastructure, multiple environments and resources across the enterprise. XRM is the solution.

XRM is a Microsoft application platform layer designed to accelerate the development of relational business (or LOB) applications through flexible dynamic application services based on the Microsoft Dynamics CRM solution.

Our XRM Approach

At Western Principles, we believe that a successful implementation of a XRM solution requires careful and equal attention to the following three key components: People, Process and Technology.

It is essential to ensure that your people are properly aligned to the most efficient business processes and ultimately both must be supported by the right XRM technology that can help your business differentiate itself and chart a growth path.

What makes Western Principles different? We are widely known and regarded as being experts in Enterprise Project Management. Coupling our deep knowledge of business knowledge across multiple industries enables our consultants to deliver best-in-class consulting and technical services for your organization.

We provide end-to-end services for the XRM Lifecycle. All of the following services listed are offered individually or as part of a full-scale XRM implementation.

XRM Strategic Planning

While almost all organizations talk of strategic planning, few possess the ability to assess how the organization's activities and resources are actually aligned with corporate, business unit and/or end user strategic goals.

Our XRM practice consultants can work with your organization to review strategic objectives and quickly assess how to develop and implement frameworks to ensure the organization's activities and resources are focused on executing the strategy.

XRM Business Process Review

Over time, key business processes can become entrenched and rigid. The original intent or rationale behind the process may change or may no longer be valid. The process is followed simply because "that's how we've always done things around here".

One of the reasons why many XRM initiatives fail is that organizations and/or their consultants may not question or challenge the process(es) and instead deploy the technology in a way that is outdated or inefficient.

Our consultants have extensive expertise in process auditing and are able to bring a fresh set of eyes and a new perspective to examining existing processes. Western Principles has extensive experience in reviewing and designing new processes whether in sales, marketing, service or in other business units.

XRM Change Management

Change management is often overlooked in an organization in spite of the fact that it is one of the leading factors in making any XRM project a success or failure. It focuses on your most important resources; human resources.

Western Principles can assist in the development and delivery of change management strategies within your organization. We can help your people to understand, accept and commit to new initiatives, which the organization deems critical to its continued success.

XRM Implementation

Western Principles provides end-to-end XRM implementation services. We utilize a proven 6 stage methodology that has been tailored specifically for successful XRM implementations.

All of our projects may include the data migration services, integration to legacy applications and/or custom training services to ensure success.


Please contact us for additional information on our support plans and how they can be tailored to meet your requirements.


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