crm-cat
commented
7 years ago Fantastic notes, thank you! I renamed your title to include 'Delivery Mechanism' as i think this was one of the important discussions from CRMUG and so it can be easily identified in the issue list.
The delivery mechanism is so important to make it easy, there could be combinations of templates you use but also another good point in relation to starting on one schema first could be a logical way forward
Following CRMUG.
My idea would be to have various templates of schema's to choose from when initially starting a CRM environment. This would act in a similar way to the templates you have when you start a visio / publisher / powerpoint or other office file. These templates would give the common generic entities needed for a particular business sector. Some examples below; Council Lettings & Sales (Homes) Club Membership Retail Business To Customer Business To Business Insurance & Finance Banking Holiday & Travel This would move away from trying to create a one size fits all approach, and could take the key common attributes of a particular area. It would also allow quicker and easier development, as once a scheme is built the project could work on a second and so forth. Any template could be revisited and added to without impacting other business industries.