Implementing Salesforce.com and Apps


BACK TO HELP CENTER

Implementing Salesforce.com and Apps 

Free eBook on Implementing Salesforce.com and Force.com apps

screen-shot-2016-10-01-at-16-24-50We’ve written a book on this subject. Analysis, Automation & Adoption for #AwesomeAdmins has been written for Salesforce Admins

Click to download a copy

Business analysis is probably the most critical skills for any Salesforce Admin when implementing Salesforce.  And it is becoming more important as implementations are getting increasingly complex. Business analysis is a combination of soft skills – questioning, communicating, formulating answers  – and the hard skills such as project management, process mapping and Salesforce automation.

This book is all about providing you with easily understood and learnt tools and techniques for business analysis and process mapping. They have been proven in 1000’s of clients in every industry and in companies ranging from the Fortune500 down to innovative start ups. Scroll down to the bottom of this article for a summary of each chapter.

Elements Integration with Salesforce

The Elements Integration with Salesforce enables clients to deliver process content inside any Salesforce application with single sign-on:

  • Single Sign-on within Salesforce: users can use their Salesforce login credentials to access process content in Elements
  • User Management provisioning: Bulk load and then automatically keep Salesforce users and Elements users in sync
  • A new tab with process maps: Add a Salesforce Tab with list of Maps a user can access
  • Diagrams embedded into objects, display as a Related List: Add a Salesforce Related List to any object (account, contact, custom etc) and display a process diagram
  • Document the Salesforce Org by linking Salesforce configuration data to process steps, and run reports to see the impact of changes  (Pro feature)

For more information visit Elements Integration with Salesforce webpage

Click to download a copy of Installation Guide which has link to package download


in-brief-button

Salesforce and Apps

Salesforce is now a comprehensive suite of applications; Sales Cloud, Service Cloud, Marketing Cloud, Community, Analytics, IOT…  There are also a number of ISVs that have built major applications on the Force platform, which cover other functional areas – e.g. HCM, ERP, Finance, Supply Chain or industry solutions  – e.g. Healthcare, Wealth Management, Financial Services, Retail – it pretty much covers every aspect of business today.

Whichever flavor of Salesforce or the platform you are implementing, a successful implementation is about successful business outcomes. The best technology, perfectly configured can still be a poor implementation if the end to end processes it supports are not what the business needs to deliver the continually evolving business outcomes demanded by today’s customers and stakeholders.

Implementation projects can be large, complex and risky. Many clients use both boutique and large Systems Integration consulting firms to support them as appropriate. While this may reduce the project risk and inject Salesforce expertise into the project team, it can leave the client’s Salesforce Admins with only a high level understanding of the configuration and customizations and a poor level of documentation of what got implemented, how it impacts the affected Business Processes. In fact with the trend towards more ‘Agile’ implementations and fewer ‘Waterfall’ implementation projects, the disciplines of good documentation and process detail have been getting weaker. A great Agile implementation approach still requires discipline and detail focus – even if it is iterative and time-boxed rather than sequential and towards a big ‘go-live’ deadline.

Implementing Cloud Software is still Implementing Software – just without the infrastructure bit…

It’s just faster, more agile and flexible without the infrastructure part and with all the head starts that the Salesforce platform gives you. But most of the established steps that you need to think about, plan for and execute, are valid to the latest technologies. Which means you can implement well – or poorly, regardless of how wonderful the technology is.

Systems Imp = Phases

 


deep-dive-button

First understand your processes

All implementation projects should start with a phase where the client defines their target operating processes. These are currently captured in a number of different formats, but in most cases these documents are intended for internal project use, and are not written with the long term, continuous improvement in mind.

The process capture could be in a textual document (MS Word, Google Docs etc) or as a series of flowcharts in a diagramming tool (MSVisio, MSPowerpoint, Lucidchart, Gliffy). None of these tools are designed for capturing and managing complex process content, and they have limited management of interrelated objects and collaboration capabilities. They are ok for authors (of single and complex diagrams), but not designed for Process Knowledge consumption or engaging as valuable managed content with end-users. In nearly every case, you would copy and past an image of the process into a document – and circulate/link to the document from other content. It is not ‘living’. Hence the processes captured by the project team have a very short shelf life and often very limited focus on isolated process areas under discussion.

Which is a huge waste, as they could be so valuable later in the project for User Acceptance Testing (UAT), training content (on the whole end to end process – not just the salesforce interactions), on-boarding staff to the new configuration of Salesforce, and as a basis for process improvement. But to be useful. they need to be correctly structured.  They cannot be huge textual documents or flowcharts that cover the walls of the project war room, which are a mystery to all but the people who were in the workshop (while they still remember it) – and the one or 2 team members who sat down and documented it afterwards.

Don’t start with  a clean sheet every time

Consulting firms can rapidly map the Salesforce or App process best practice, based on their industry expertise. This process map is valuable IP.

  • It can be used as a competitive differentiator in the sales cycle to demonstrate to the client a clear understanding of the scope.
  •  It is a great way of getting a clear understanding of the scope of the project – which is critical to manage towards a successful result
  • It will enable the team to hit the ground running, and demonstrate early success and quick wins which is critical as the team starts to build and the project is under scrutiny.

Tight integration with Salesforce and Apps

Process content should be used as the operations manual – in the context of Salesforce or other Apps. To do this, process diagrams need to be available within the Salesforce environment with single sign-on.

Click to download a copy of Installation Guide

The Elements Salesforce Player enables clients to deliver process content inside any Salesforce application with single sign-on:

  • Single Sign-on within Salesforce: users can use their Salesforce login credentials to access process content in Elements
  • User Management provisioning: Bulk load and then automatically keep Salesforce users and Elements users in sync
  • A new tab with process maps: Add a Salesforce Tab with list of Maps a user can access
  • Diagrams embedded into objects, display as a Related List: Add a Salesforce Related List to any object (account, contact, custom etc) and display a process diagram

The Elements Salesforce Configuration Manager will provide a process context for Salesforce objects that have been configured or customized

  • Sync Salesforce objects to Config Manager: decide which Salesforce objects are synced to the Configuration Manager}
  • LinkConfig Manager nodes to process: For each node (item within object) create a link to the related process step}
  • Capture meta data on node: define a set of custom data fields to capture against the node
  • Make and illustrate configuration and customization decisions in the context of your business processes and link them back into Salesforce
  • Report on usage of Salesforce objects related to process

Client and consulting firm benefit – WIN:WIN

Client

  • Reduced project risk
  • Increased visibility of who needs to do what, when, why and how
  • improved change management
  • Better scope control
  • Higher end user adoption
  • Less reliance on external post implementation support

Consulting firms

  • Better win rates: use process map as lead-gen and competitive IP
  • Fewer cost overruns: use process maps to agree scope
  • Better client engagement: demonstrate early results and quick wins from mapping workshops
  • Higher margins: enables WFH/remote workshops, better scope control, better handle on change request
  • Increase pull-through: mapping identifies adjacent opportunities

 

  • Was this article helpful ?

  •    

BACK TO HELP CENTER