CRM System Transition Project Management

VIP SOLUTIONS CASE STUDY

Healthcare Staffing

INDUSTRY

200

EMPLOYEES

$150M

ANNUAL REVENUE

BACKGROUND

A healthcare staffing company required project management support to coordinate the transition from a home-grown CRM to Bullhorn, a cloud-based system. 

OBJECTIVES

VIP Solutions Case Study

Review current state and design future state of the new CRM.

IT Roadmap

Prepare and get signoff from all coordinated parties on the overall project plan.

System Transformation

Project manage the project plan to ensure tasks are completed on time, provide the expected functionality, and are implemented successfully.

SOLUTIONS

IT Roadmap

Developed and project managed system transition plan.

5

Conducted data mapping, data migration, process review, quality assurance testing, and training.

System Transformation

Supported profitability of the business through the COVID pandemic by enabling remote access to new, cloud-based CRM.

Successful implementation of the new cloud-based Bullhorn CRM