You're reading from Salesforce End-to-End Implementation Handbook

Product typeBook

Published inMar 2023

Reading LevelIntermediate

PublisherPackt

ISBN-139781804613221

Edition1st Edition

Languages

Apex

Tools

Salesforce

Concepts

CRM

Author (1)

Kristian Margaryan Jørgensen

Determining How to Deliver Your Salesforce Project

In this chapter, you will learn about different delivery methodologies, and how to choose the delivery methodology most appropriate to your Salesforce project considering the nature of your project and your company’s circumstances and priorities. Next, you will come to understand why a well-thought-out change management strategy is critical to the success of your Salesforce project. Finally, you will learn to envision the structure of your Salesforce Center of Excellence (CoE) – the management and governance framework to oversee your Salesforce program.

You will be introduced to waterfall, agile, and hybrid agile delivery methodologies, as well as the concepts of different project phasing approaches. You will get an understanding of how to craft a communication and change management strategy, along with the related activities required in the different phases of your project. Finally, you will be introduced to the roles...

Choosing your delivery methodology

In the previous chapter, you defined the nature of your Salesforce project – the desired business capabilities, and the high-level hypothetical technical scope. As illustrated in the following figure, it is now time to determine how to deliver your Salesforce project.

Figure 3.1 – Activities in the pre-development phase

Before jumping to delivery methodologies, let’s briefly look at what is special about enterprise projects, and Salesforce projects in particular.

Enterprise projects

Considering all the types of projects an organization may be planning or currently delivering, it is important to note the differences between them.

The following table provides a simple overview of the nuances between some of the most common enterprise project types:

Determining your change management strategy

Over the course of your Salesforce project, many things will change for your organization. Most importantly, how your employees work will change. How good you are as an organization at managing these changes has a direct and enormous impact on the success of your Salesforce project. You could design and deliver the most technically sophisticated solution, but if your users don’t want, need, or know how to use your solution, then your efforts and investments will not bear fruit.

Introducing change management

Change management encompasses all the efforts, initiatives, activities, and tools you use to maximize the positive outcomes of the changes your organization undergoes.

You need to manage change in your Salesforce project to ensure the intended users of your Salesforce solution adopt and use your Salesforce solution. The level of adoption is a key metric for measuring the success of your Salesforce project, which we’...

Envisioning your Salesforce Center of Excellence

Your project taskforce has, until this point, consisted of three key roles (refer to Chapter 1, Creating a Vision for Your Salesforce Project), who have done an amazing job getting to this point. Now is the time to envision how to manage your Salesforce program and envision the structure of your Salesforce Center of Excellence (CoE). Your Salesforce taskforce members will continue to play key roles in your new Salesforce CoE.

Understanding the purpose of a Salesforce Center of Excellence

Your Salesforce CoE will be your management and governance framework to oversee your Salesforce program.

The benefits of establishing your Salesforce CoE are multi-faceted:

To ensure timely delivery of Salesforce projects or features, depending on your chosen delivery methodology
To ensure your overall Salesforce solution is compliant with regulations that your company is subject to
To enable faster delivery of innovations and...

Iterating in the pre-development phase

Determining how to deliver your Salesforce project is an important undertaking. Determining your Salesforce program roadmap and the scope for an initial Salesforce project is an iterative process. You will return to your roadmap and make modifications as you become aware of dependencies and more familiar with the cost to acquire licenses and implement features. Iteration and modifications are great – you are further shaping your Salesforce to fit your organization. Capture any changes and decisions in your RAID log.

Summary

In this chapter, you have made many considerations for how best to deliver your Salesforce project. You have considered what delivery methodology is most appropriate for your particular project and organization, and you have considered how you might phase your implementation by scope and geography to reduce the risk and increase the speed of delivery. Then, you were introduced to change management, the degrees of change management. You also learned how to identify the many stakeholders affected by change as a result of your Salesforce project, and how you should time your change management activities depending on your chosen delivery methodology. Finally, you envisioned your Salesforce CoE, your management and governance body to oversee your Salesforce program, and you learned how to create a Salesforce program roadmap.

Up until now, you have created a vision for your Salesforce project – the why – as well as the nature of it – the what – of your...

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Author (1)

Kristian Margaryan Jørgensen

Kristian Margaryan Jørgensen is a Salesforce Solution Architect at Waeg, an IBM company, with nearly a decade of combined Salesforce end-user, consultant, and solution architect experience. His experience from both the customer-side and consulting-side of implementations enables him to empathize when advising and challenging enterprise customers on how to plan, orchestrate, and scale their Salesforce implementations with clear focus on usability, scalability, and adoption to succeed in unlocking value from their Salesforce investments. Kristian holds 14 Salesforce certifications including Strategy Designer, Development Lifecycle and Deployment Architect as well as Application Architect, and System Architect. He is a certified SAFe Agilist.
Read more about Kristian Margaryan Jørgensen

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