Provide a health check and performance report after a thorough discovery exercise:

• Disk usage and top tables in CRM database
• CRM customizations and integrations
• Data Quality
• Security check
• Network speed and performance
• System logs
• System Security
• Performance - System, User and Network
• Storage
• System integrations
• Core product configuration
• CRM Adoption
• Privacy/Security/GDPR Compliance recommendations
• Alignment with Best Practice
• Licensing
• System Monitoring and Alerting
• Disaster Recover/Business Continuity preparedness
• Management Reporting
• Documentation
• High Risk areas

Outcomes

• Comprehensive status report with a summary of findings
• Identification of strategies for quick wins and longer term maintenance