Technical Design from Functional Design Document

Diagnosis & analysis phases yield the functional design document in this 'Design' Phase. This document is then handed-off to the technical crew to produce the technical design document followed by development, testing and deployment.

Depending on the complexity of the customization, configuration and XRM specified in the requirements, roles can be assigned for development, testing and deployment in your internal environment, followed by testing & deployment on the customer’s training/sandbox environments.

Now for some art & science on this topic: J Work breakdown structure defining all the technical components and resource assignments furnishing details of the team lead and technical team for each component will help with large enterprise efforts. And this WBS must be an aligned effort by you (partner source) and your (customer source) so that it facilitates information flow for collaborative decisions/executions. Enterprise efforts may involve third party integrations of applications with MS CRM such as Call Center, Email Marketing, Social Networking, etc.,

However, a ready to deploy product (solution) with few customizations and configuration efforts can be technically designed & managed by the technical consultant who also estimates the timeframe to do development, testing. Form changes, web control changes, data modifications, process modifications, security strategy summary, roles-based security (summarizing privileges, entry points, permissions, and sub-roles) will be some of the details furnished and completed during this phase.

I will discuss some commonly used customizations, configurations, and technical design related information in the next post.