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A working CRM prototype in 10 days

An aviation organisation planned to move an on-premises CRM to the cloud, but an earlier requirements phase had produced no working system. I switched to hands-on prototyping with a key user and delivered a working CRM prototype in 10 days.

Type
Professional · client project (anonymised)
Period
Apr 2024 – Jul 2024
Role
Senior Power Platform Consultant
Sector
Aviation · Netherlands

Client names and financial figures are left out. Details are limited to what can be shared.

Context

The organisation ran an on-premises CRM that was more than ten years old, next to applications that were several decades old and critical to its aviation operations. The project was in its concept and proof-of-concept phase for a move to Power Platform.

Problem

Expectations were significantly misaligned. The organisation had already invested substantially, but had no working proof of concept or base system: only Excel sheets.

Constraints

Legacy, operations-critical applications around the CRM, urgent stakeholder needs, and low trust after the earlier phase.

My role

Senior Power Platform consultant. I built the first version of the app myself, together with the key user.

Decisions

I moved from a high-level requirements approach to a hands-on approach: build the low-code app collaboratively and in real time, with the key user sitting next to me, and document the requirements alongside the build.

Delivery

Agile prototyping on Power Platform, with ALM in Azure DevOps.

Outcome

A functional CRM prototype within 10 days. Stakeholder trust was restored, and the prototype became the foundation for later project refinements.

IT considerations

Adoption
The key user shaped the app from the first build, instead of reviewing documents.
Requirements
Requirements documented alongside working software, so they could be checked against it.