CXM - Implementation Guide

Purpose of this Guide

This guide is for organisations who are implementing, or are thinking of implementing, Jadu CXM. It is intended to provide a high-level perspective of who will need to be involved from an organisation; the process and tasks that will be required; and some instructions for getting started. It is a guide for Managers, Heads of Departments / Service, their business analysts and project managers.

It is not intended that this guide is a prescriptive project approach that an organisation must adopt, rather it is intended to provide an outline that each organisation can adopt and adapt to fit their own individuality to increase the likelihood of success.

This implementation guide is not intended to provide detailed instructions for how to use CXM.

Detailed instructions for configuring CXM and building workflows are available in: CXM User Guide for Administrators

If you have customer / citizen / student facing staff who will be using CXM to locate and create customer records or create or edit cases within CXM detailed user instructions are available in: CXM User Guide for Advisors