Our Salesforce Consultancy isn’t about applying
It’s about understanding how you work and what you’re trying to achieve, so that we can offer you expert advice on the best way forward.
The experience we have gained from delivering over 1800 Salesforce projects to more than 400 clients, gives us breadth and depth of knowledge about the challenges affecting the business landscape. We leverage this expertise to map out your future vision and help define your next steps.
Our Salesforce Consulting Services are supported by two key engagements: Discovery and Blueprinting.
Discovery - from vision to value
Our Discovery framework enables you to align your organisation’s objectives with the right technology solution.
The end result is a clear vision and roadmap of how your goals and technology architecture will be achieved through your Salesforce implementation.
Our Discovery services
At makepositive we appreciate that in order to ensure a successful implementation, we need to fully understand the ‘as is’ processes, existing technical landscape, organisational structure and challenges, as well as business objectives.
1.Gain a high-level view of programme objectives.
2.Identify key roles, responsibilities, risks and dependencies.
3.Align Salesforce track to wider programme and delivery teams.
4.Further validate the budget for project delivery.
5.Produce detailed plans and estimated costs for next stage - Define & Design.
Blueprinting - aligning IT and Business objectives
Our Blueprinting™ Services will help you align your organisation’s objectives with the right technology solution.
The end result is a clear vision and roadmap of how your goals and technology architecture will be achieved by your Salesforce implementation.
What you get:
We will identify some low effort, high impact Salesforce implementation changes you could think about to ensure things get moving in the right direction.
We will capture what the roadblocks are, as well as the gap between the goals and the current infrastructure or Salesforce implementation.
We will provide guidance on when each phase should be planned for the business and why. We will take into consideration the business change requirements not just the technical delivery.
We will look at the plan for the immediate future, short term and long term as follows:
1.Short term: We will identify quick wins or work on initial implementation to get started. At this stage we would look to improve existing Salesforce usage and enhance adoption
2.Medium term: We will attempt to automate or integrate in order to increase efficiencies within the business
3.Long term: We will proactively continue to deliver ensuring the business objectives are at the heart of every improvement.
1.Identifies risks and issues up front so they can be planned for
2.Document integration requirements so parties can work in parallel
3.Reduces project contingency
4.Enables prototype solutions to be proven at limited risk
5.To create an initial project backlog for roadmap guidance