Salesforce: A Catalyst to Effective Digital Transformation

Design with Clients and End Users

Involving clients and end-users in the design process is integral. This is everything from identifying required scope, prioritisation of features, design of processes and screen flows.

Don’t underestimate the power of prototyping

A benefit of Salesforce is its speed to prototype and develop capability. Traditionally many use prototyping as a way of managing technical risk. By bringing the problem to life with a prototype much more value was gained such as greater clarity of the requirement, alignment of stakeholders’ expectations, and reduced waste.

Have a Roadmap that Delivers Value Incrementally

There’s lots to consider when developing your roadmap:

• Salesforce licences cost money so you don’t want to have a long period before a first release. Identify small low risk areas and design the scope of your release around that. This you to try things out in a safer environment.

• Allow time for establishing the foundations - solid foundations enable future speed and leveraging the innovation of the platform

• Test and learn through smaller more regular releases.

Change Management is Critical

This is just as critical as any requirements or technical implementation and should get just as much attention. Start engaging your users upfront, take time to design your change and rollout approach, and don’t forget the job is not done when you go live. You need to invest in driving adoption, listen and respond to feedback.

Mobilise for Success

Salesforce is an existing platform and it is always tempting to rush in to get started, however it’s important to take time to mobilise for success:

• Get sponsorship and active involvement from the business – this can’t be a project that a team deliver in isolation from the business, the owners need to be actively involved in all aspects.

• Establish ways of working – if adopting agile you need to work through how agile will work for your organisation and get teams understanding this first

• Educate - leverage tools like ‘Trailhead’ to learn what Salesforce can do while having some fun along the way.

• Dev Ops and release automation –investing in theses ensures delivery at speed and scale.