Phase 1 - Pre-Analysis

This phase establishes the fundamental framework for your project and ensures common understanding of processes and solution setup.

Workshop

AS IS - Review of Existing Meeting Booking Processes

Meeting Booking Workflows

Book a meeting - advisor
Book a meeting - customer
Book a meeting - specialists
Using Outlook in general
Meeting confirmation
Meeting agenda
Meeting presentation
Meeting minutes

Current Challenges

Outlook synchronization
Meeting room booking
Specialist/advisor booking
Multiple external participants
Other identified issues

Future Requirements

Process improvements
Integration needs
User experience goals

&bookme System Review

IT architecture overview
Meeting booking process flows
Integration points identification
Opportunities & potential matches
Implementation strategy
Data quality requirements

Salesforce Module Review

Marketing Cloud integration
Experience Cloud requirements
Opportunities alignment
CRM Analytics integration

Responsibility Assignment

Key roles to be assigned:

Entra administrator
Project coordinator
Azure infrastructure
Salesforce development
Business (sales) representative
Implementation lead
Support (technical and business)

Deliverables

Process Documentation
- Current state analysis
- Pain points identification
- Future state requirements
Technical Assessment
- System architecture diagram
- Integration requirements
- Data flow mapping
Project Structure
- Team assignments
- Responsibility matrix
- Communication plan

Success Criteria

Complete understanding of current processes
Clear identification of pain points
Documented requirements for future state
Assigned responsibilities for all key roles
Initial project timeline established
Risk assessment completed