Case Study

International Utility – CRM-ERP Upgrade (Phase 2)

Technical specifications, vendor selection, and project initiation for a CRM-ERP upgrade at an international water utility.

System Study Vendor Selection

Sector

Utilities

Duration

Completed

Stack

CRM, ERP, Cloud Platforms

Services

System Study, Vendor Selection

The Challenge

Following Phase 1 SWOT analysis, the international water utility needed detailed technical specifications, formal vendor selection, and structured project initiation for the CRM-ERP upgrade.

The Solution

Developed comprehensive technical specifications, managed the RFP process, evaluated vendor proposals, and delivered a structured project plan with milestones and governance frameworks.

Key Features

Technical specification documentation
RFP preparation and vendor evaluation
Project initiation and governance setup
Risk assessment and mitigation
Change management planning

Technologies Used

CRM ERP Cloud Platforms

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