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The Methodology

A Published Nine-Stage Pipeline

Quick answer

protagx implements enterprise CRM through a published nine-stage pipeline with defined inputs, outputs, and a quality gate at every step. Most HubSpot systems go live in fifteen days at 99.5% data-migration accuracy. The person who scopes the engagement delivers it, and compliance is designed in from the first stage.

  • 15 days Average HubSpot implementation
  • 99.5% accuracy Data-migration accuracy
  • 250+ projects Implementations delivered
  • 94% on time On-time delivery

  1. Discovery and Audit

    Assess current systems, data, and processes; define goals and success metrics.

    Inputs
    Stakeholder interviews, system access, current data export
    Outputs
    Audit report, prioritised goals
    Quality gate
    Signed scope of work

  2. Requirements and Data Mapping

    Map objects, fields, and processes to the target CRM, with owners for each.

    Inputs
    Audit report, process documentation
    Outputs
    Data map, requirements specification
    Quality gate
    Requirements sign-off

  3. Architecture and Compliance Design

    Design the CRM architecture to GDPR, ISO 27001, and 21 CFR Part 11 standards.

    Inputs
    Requirements specification, compliance constraints
    Outputs
    Architecture diagram, data-governance plan
    Quality gate
    Compliance review passed

  4. Build and Configuration

    Configure objects, pipelines, properties, permissions, and automation.

    Inputs
    Architecture, requirements
    Outputs
    Configured CRM environment
    Quality gate
    Internal build review

  5. Data Migration

    Migrate and de-duplicate records, with validation at every step.

    Inputs
    Source data, data map
    Outputs
    Migrated, validated dataset
    Quality gate
    99.5% migration accuracy

  6. Integration and Automation

    Connect adjacent systems and build the marketing-to-sales workflows.

    Inputs
    Integration specifications, API access
    Outputs
    Live integrations, automated workflows
    Quality gate
    End-to-end test pass

  7. Validation and QA

    Test data integrity, workflows, permissions, and edge cases.

    Inputs
    Configured environment, test plan
    Outputs
    QA report, resolved defect log
    Quality gate
    Zero critical defects

  8. Enablement and Training

    Train teams by role and deliver living documentation.

    Inputs
    Configured CRM, role definitions
    Outputs
    Trained teams, knowledge base
    Quality gate
    User-readiness check

  9. Go-Live and Handover

    Launch, monitor, and hand over with defined support channels.

    Inputs
    Validated system, trained teams
    Outputs
    Live CRM, support plan
    Quality gate
    On-time go-live
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A working conversation about your CRM, your data, and your compliance constraints. The person who scopes the engagement delivers it.

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