How on earth do I carve out my CRM system?

by | Jan 30, 2024 | News

CRM Carve Outs The Siena Partnership

For some, the CRM system of an organisation is like its beating heart. So, extracting parts of it from the parent company during a carve-out may feel like open heart surgery!

Capabilities, commercials, data and functionality need to be carved out to create a business-as-usual eco-system in the new organisation.

But where do you begin? Read on to learn a little more about our approach and the questions that we ask as part of our carve-out modelling service:

Discovery, prototyping and requirements engineering

  • What is the existing architecture of the CRM system and what will be required in the new one?
  • What functionality is in place and needs to be replicated?
  • What is the minimum viable product necessary to keep the new business operational?
  • What are the critical success factors (CSFs)?

Implementation considerations

  • Who owns the data and where is it located?
  • What’s the data separation and migration process?
  • Which systems will be affected across each business function (HR, finance, marketing etc.)?
  • What are the time constraints and cost constraints?
  • What is time will be taken in the contract negotiation and procurement process?

People, future-proofing and outsourcing considerations

  • What are the key CRM processes that are required in its future state?
  • Who are the internal and external stakeholders, who looks after the new system in the future?
  • Is there a Target Operating Model (TOM)?
  • Which vendors are we considering? Is an RFP required?
  • What needs to be included in the transition service agreement (TSA)?

By answering these questions, you can go some way to determining the resources you’ll need to carve-out your CRM, what sort of team you need to build and who you need to work with, both internally and externally to plan and execute a successful CRM carve-out.


At The Siena Partnership, we work with our clients to recruit digital transformation teams and help their organisations achieve innovative, digital transformation success.

If you’d like to continue the conversation with our digital transformation expert Rob Saunders, contact him here:



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