SED Fund
Sustainability, Equity and Diversity
CRM Decision Pathway
From kickoff to signed SOW — gated, evidence-led, bias-aware.
Total elapsed
6–8 weeks
Total cost (pathway)
$18,000 – $24,500* USD
Through Gate 2 + SOW. Implementation effort sits beyond this map. Should SED choose an alternative to Dynamics, additional scope is proposed for Branch B.
*If SED elects onsite Discovery, estimated travel cost adds ~$4,750.
00
1 week
$1,400 USD
Phase
Kickoff
Convene the room, confirm the mandate.
Inputs
- Executive mandate
- Current CRM context
Deliverables
- Project charter
- Executive sponsor confirmed
- Working agreement
Outputs
- Named project team
- Cadence + decision rights
01
Onsite
1 week
$9,000 USD
Remote
2 weeks
$4,200 USD
Open dedicated page ↗
Phase
Discovery (Onsite preferred, Remote available)
Stakeholder map · Interviews · Working agenda.
Inputs
- Stakeholder list
- Stated Dynamics preference
Deliverables
- Stakeholder map
- Requirements brief
- Future-state narrative
Outputs
- Validated needs
- Bias-tested assumptions
- Fit-gap signal
Key questions
- What is driving the Dynamics preference — capability, cost, comfort, or contract?
- Where does the future state diverge from what Dynamics does best?
- Which systems must the CRM integrate with on day one, and which can wait?
- Are integrations point-to-point, via middleware, or part of a broader data platform play?
- Which data flows and master records are non-negotiable?
G1
1 week
$4,600 USD
● Decision Gate
Confirm Technology Path
Is Microsoft Dynamics the right answer for the future state?
Inputs to decision
- Discovery findings
- Fit-gap analysis
- TCO sketch
Outputs from decision
- Endorsed technology direction
- Documented rationale
← Branch Acontinue
Microsoft Dynamics
Standardize on the Microsoft stack — partner-led implementation
G2
2 weeks
$4,600 USD
Decision Gate
Gate 2 · Select Implementation Partner
Interviews, working sessions, scoped demonstrations — evaluated against our readiness profile.
Inputs
- Internal capacity for ongoing maintenance
- Platform integration pipelines
- Security management posture
- Budget for implementation
- Budget for annual support
Activities
- Capability interviews
- Reference checks
- Scoped demos against our data
- Commercial review
Outputs
- Selected partner
- Scorecard + rationale
Selection criteria
- Time-zone availability
- Experience working with similar organizations
- Ability to provide ongoing support
- Technical skill and Dynamics depth
03
TBD
Phase
Contracting · SOW
MSA, statement of work, governance setup.
Deliverables
- Signed MSA + SOW
- Governance model
- Day-one plan
Outputs
- Implementation kickoff scheduled
↳ Parallel Track
If Gate 1 lands on Alt CRM or Bespoke
The Alt path runs on its own governance — separate vendor evaluation, separate sourcing, separate implementation. The phases below mirror the Dynamics spine but stay independent.
A1
Alt-CRM Evaluation
Run a parallel vendor / bespoke evaluation.
A2
Select Vendor or Build Path
Choose product, partner, or bespoke build.
→
Alt implementation begins
Own delivery model, separate from the Dynamics path.
End of pathwayGates: Confirm path · Select partner