Independent CRM / Membership review

I would like to find out more details about the following so to come up with a more detailed reportthat will help you make informed decisions:


Understanding Company Requirements

• What are the primary business goals the platform needs to support in the next 1-3 years?

• Are there any pain points or limitations with the platform currently hindering your business processes?

• What metrics do you use to measure the platform’s success or effectiveness?

• Are there upcoming initiatives or changes (e.g., expansion, new services) the platform needs to accommodate?

• How do you envision the platform evolving to stay competitive in your industry?

Current Technology Platform

• Are there specific concerns about the platform's security, scalability, or performance?

• Has the platform undergone any major updates or overhauls recently?

• What integrations with third-party tools or systems are critical to your operations?

• Do you have internal resources managing the platform, or do you rely on external vendors?

• Are there known technical debt areas or outdated components that need review?

User Journeys and Custom Work

• Who are the primary users of the platform, and what challenges do they face?

• Are there any custom workflows or features that are crucial but problematic?

• How do you collect feedback from users, and is this feedback acted upon?

• Do you have any data or reports on user behavior that can help us identify friction points?

• Are there specific features or processes you'd like to see improved or streamlined?

Business Risks

• Are there compliance requirements (e.g., GDPR, HIPAA) the platform must adhere to?

• Have there been any security incidents or breaches in the past?

• Are there operational risks (e.g., reliance on specific vendors) tied to the platform?

• How critical is uptime, and what is your tolerance for downtime?

• What would be the business impact if the platform failed or faced a significant disruption?

Logistics and Expectations

• Are there specific stakeholders we need to involve during the review?

• What does success look like for this review?

• Do you have existing documentation on the platform’s architecture or workflows?

• Are there time-sensitive decisions tied to this review?

• Would you be open to follow-up support for implementing the recommendations?

HI Craig, can you confirm which platform you use and what kind of product or service you offer? Thank you