Effective project information management is vital for successful project communications. At Enable we have various methods of information gathering, this allows us to make your project more sustainable through collecting and distributing necessary information to our internal Sugar project team, your executives and your stakeholders. This information is usually gathered in a Scoping Session with one of our dedicated Solutions Architects.

What is a Scoping Session?

The first step towards your Sugar implementation is to conduct one or more ‘Scoping Sessions’ where you have the opportunity to formally communicate your vision, goals, and requirements for a successful project.

Scoping Session Goals

The output of these sessions is most commonly a proposal or a Statement of Work (SOW) from Enable confirming and documenting their understanding of your designed project scope, timeline, and required resources and pricing.

What to expect

To deliver an accurate SOW, there are a number of topics that need to be addressed as part of any scoping session, such as:

  • Which Business Users will be using Sugar?
  • What are your key Business Objectives and Key Drivers for change?
  • What are the Business or Functionality Requirements?
  • Are integrations with other systems required?
  • Is there data that needs to be migrated?
  • And, how will your end users get trained?

It’s perfectly acceptable to not have all the answers to the above questions before engaging in a scoping session. A certified SugarCRM Consultant can share their experiences with similar customers to help you define your scope.