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NSIGHT Associates can do
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iStar Implementation Services

NSIGHT understands that a key component in the success of any CRM project is the implementation. NSIGHT's implementation services include CRM benefit studies and ROI calculations, defining business requirements; project management, data migration, data source integration, infrastructure design and integration, operations planning, delivery and post implementation support. NSIGHT employs a customer centric approach, working with our clients throughout the implementation.

NSIGHT provides implementation services on a fixed-price basis whenever possible. The full range of our implementation services includes:

CRM benefit studies and ROI calculations

NSIGHT will work with management and key leaders to identify and define overall goals and benefits. From these sessions, NSIGHT will define possible ROI scenarios and associated risks.

Business Analysis

Clear and concise documented requirements are critical to a successful project. NSIGHT interviews key business management and employees to understand business objectives, requirements and project goals. The information from these sessions is critical to ensure that expectations are aligned with solutions.

Project Management

Proper planning, tracking and communication during a project is key to success. NSIGHT uses industry standard best practices to ensure that projects are managed properly, formalizing accountability, financial tracking and information flow to help mitigate contingencies.

Data Migration

Data Migration is a key component to every enterprise level CRM project. Whether data is scattered in disparate applications or centralized in another CRM system, NSIGHT will define a data migration strategy early in the project cycle and execute that strategy if required.

Data Source Integration

NSIGHT understands that there is no "one size fits all" CRM solution. iStar Workstation has been architected to integrate easily with internal and external data sources including but not limited to:

  • Trading Systems
  • Commission Systems
  • Internal Client Ranking processes
  • Research origination and distribution
Infrastructure Design and Integration

NSIGHT will analyze the infrastructure environment and policies of a client to identify any gaps between the requirements of iStar Workstation and the client's technology platforms. These gaps will be reviewed, prioritized and added to the goals of the implementation project.

Operations Planning

The work surrounding the implementation of a CRM platform doesn't stop after the initial delivery. There are periodic operational duties required to maintain and software and hardware platform. NSIGHT will outline these requirements and review with the client's operational team.

Delivery and Post Implementation Support

NSIGHT's commitment to our customers does not end with the implementation. NSIGHT is committed to providing first class support throughout the delivery phase and beyond.