How to Design and Implement

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Share on print is a large, enterprise-grade application. Due to its complex, expansive nature, companies can find it difficult to determine precisely where to begin their building and customization efforts.

At SOMAmetrics, we divide this complex beginning process into five manageable stages, all while using Agile development methods to ensure the rapid release of deliverables. These five steps of design and implementation are:

In this initial stage, we work with your senior management and department leaders to define your company-wide and departmental objectives. We also work to identify obstacles present in your company today that may prevent the future achievement of your goals.


We at SOMAmetrics work with your business’ leaders to optimize existing company processes. Together, we will remove any processes that no longer deliver your desired results. If necessary, we will assist you in adding new and improved processes to replace outdated ones.


Once we have designed your unique processes, we will develop the necessary tools and workflow automation to deliver your desired targets on identified metrics. These tools include cleaning your database; integrating systems to share data across your departments and workflows; and building dashboards and reports that enable your department heads to view how business is performing at a glance – on their laptops, tablets, or smartphones.

Once a workflow has been established, we will assist you in building a company-wide knowledge base to train both management and end users on how to use your uniquely designed

The final step of implementing your is providing ongoing maintenance. This ensures that is constantly delivering not only what your company needs today, but also what it will need in the future.

Our Experience Implementing

As a partner, SOMAmetrics has implemented, upgraded, and optimized 61 projects. These include:

  • New installations
  • Data cleansing and de-duping
  • Workflow and process automation
  • Automation of discounts and approvals
  • Integrations with marketing automation tools

As the leader in cloud-based CRM solutions, is equipped with more than just sales capabilities. is a full-featured, enterprise-grade business process automation platform.

Innovative companies today are using this feature-rich platform and extending its capabilities with the thousands of available third-party add-ons and personally developed custom code. These additions to’s existing features also companies to further customize the platform to address their specific needs. makes it possible for even small businesses to have sophisticated sales, marketing, contracts, and order processing automations. The result is a significant increase in revenue realization as

Case Studies

CASE STUDY: Capability Assesments

Capability Assessments

Our client’s business model was based on volume transactions—high volume of lending was good for business, and the reverse was equally bad. Volumes were at a historically low level.
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