Our Services

Whether its a brand new implementation, enhancements to an existing build, program management services, or providing ongoing support of your current Salesforce ecosystem, our team of cloud consultants can ensure your organization gets the most out of your investment in the Salesforce platform.

System Implementations

We lead new implementations of the Salesforce platform, which includes functional requirements gathering, technical design, solution build, end user testing and training, go-live support, and end to end program governance. We specialize in implementing Salesforce Sales Cloud, Service Cloud, and Financial Services Cloud for banking and wealth sector clients.

Overview

Our implementation methodology focuses on delivering capabilities that enable deep client relationships, enhanced productivity, and meaningful customer engagement. We work with your stakeholders to define a vision for the platform, gather functional and technical requirements, define representative personas of your end users, and develop the solution through agile build sprints.

The supporting deliverables memorialize the functional and technical design decisions made through the duration of the project, making it easy to provision users, reference security controls, and enhance your platform moving forward. We provide best-in-class program management services to ensure the solution is delivered on-time and within budget.

Deliverables

  • Platform Vision Statement
  • Functional and Technical Requirements
  • Persona Definitions
  • Design Documentation
  • Security and Profile Documentation
  • Data Model Documentation
  • Environment & Org Strategy
  • Functional Test Cases
  • Fully configured solution ready for end users
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Platform Enhancements

We design and deliver enhancements to existing Salesforce implementations. This includes adding new functionality, aligning to best practices, and optimizing existing solutions.

Overview

We work with your teams to create and deploy new functionality to your existing implementation.

We start by assessing your existing functionality using our industry best practice Assessment Playbook, then work with your stakeholders to define and prioritize functional and technical requirements based on business needs. We then build, test, and deploy through agile sprints.

If your team is further along and has a defined backlog, we can quickly validate your requirements against industry best practice to quickly start designing and building.

Deliverables

  • Platform Assessment Findings
  • Functional and Technical Requirements
  • Design Documentation
  • Security and Profile Documentation
  • Functional Test Cases
  • Training Documentation
  • Enhanced functionality deployed and tested in your existing instance of Salesforce

Support Services

We offer part-time support to optimize and enhance existing Salesforce implementations.

Overview

Our team provides part time support to maintain and enhance your existing implementation, either based on an existing prioritized backlog or through ad-hoc requirements defined by your stakeholders on an as-needed basis. We can also help with ongoing Release Management and platform support.

Deliverables

  • Functional and Technical Requirements
  • Functional Test Cases
  • Support updates deployed and tested in your existing instance of Salesforce
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Training and Change Management

We offer Training and Change Management solutions along with our implementation services. This includes partnering with our clients to communicate system changes and train end users on new system functionality.

Overview

 

We work together to define a shared vision for your platform, which serves as the foundation of our communication and training plan.

Utilizing our Persona Playbook, we start with assessing industry best practice change implications for common roles in similar implementations, accelerating the process of identifying and planning for change impacts. We assess the level of change each persona group will incur as part of your initiative, which helps us determine the amount of functional training needed by user role.

Putting the plan in action, we lead end user training sessions based on persona group needs, provide resources catered to each groups change impacts, and work with your leadership team to communicate key messages to stakeholder groups along the way.

 

Deliverables

  • Platform Vision Statement
  • Communication Plan
  • Job Aides
  • Training Plan by Persona Group
  • Training Documentation
  • Post Go-live Support Plan