TrellisPoint Success Framework

Working together to deliver high-value solutions.

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TrellisPoint Success Framework

Understanding the What and Why

A customer relationship management system is one of the most critical investment decisions your business will face. Many partners in the field claim they can deliver the best solution, fast. Some will not provide post-launch support. Our team takes pride in learning your business and  internal processes before we begin designing your solution.

It’s like reading the directions before you begin building something. When you have a strategy, you gain speed, agility, and scalability.

"Our proven process ensures that we all have the same shared vision of success"

Peter Katz


Strategic Partners from Day 1



Learning what makes you successful

A free, two-hour strategic assessment to discuss your business goals and current technology infrastructure. This meeting drives our first project deliverable called the Strategic Technology Roadmap showing you the phases of your project and scheduling based on impact and effort.



Reviewing high-level project scope

Once the discovery session is completed, we invite you to a take a deeper dive into business processes and systems in order to identify and prioritize your needs. The outcome of this meeting is a comprehensive Project Roadmap that illustrates priorities, deliverables, integration points, and timelines. This the risk-free* part of our engagement. We want to provide you accurate costs and timing in way that makes sense for both parties.



We want to remove all financial risks associated with starting project due diligence. If we come back and the costs are too high, timeline too long, or you’d prefer another solution, we will refund your money – no questions asked.


Driving Continuous Improvement

Designing-Building-Delivering high-value solutions

We collaborate with your team consistently throughout the design process, always focused on your business goals. We make sure to understand capabilities, expected, and desired outcomes in areas including:

  • Efficient System Navigation
  • Form Fields, Sections, and Overall Layout
  • Business Process Automation
  • Data Views, Reporting, and Dashboards

Development is iterative. However with consistent check-points and collaborative processes we can ensure that what we deliver matches your needs. Your team members will: 

  • Have system access during all delivery phases
  • Be able to review and test the system as it’s developed.
  • Test the system and make suggestions
  • Give approval to “go-live”

Maximizing Adoption and Growth

Ensuring your CRM always aligns with your business needs

Strategic Support

Continued collaboration + support from our team after your project is delivered.

Quarterly Reviews

Formal touchpoints throughout our partnership ensure your D365 solution is delivering results.

D365 Support Plans

Hire us to manage your the administration of your D365 software post-project.

Let’s connect to discuss your CRM needs.