Salesforce Implementation Guidance

For customers looking at a new Salesforce implementation, it can almost seem like a different language. (“Low-code/No-Code,” “Declarative,” “Apex,” “LWCs,” etc.) It can seem pretty daunting to embark on this journey and be confident that you are set up for success.

Implementation Readiness – Is your organization prepared to implement Salesforce?

Do you have an Adoption Plan with KPIs to track the progress of the implementation towards the expected ROI?

Do the people providing Requirements input understand basic Salesforce concepts and the “box” they need to target to take advantage of “Low-Code/No-Code” capabilities?

Do your Data and Integration teams understand the integration patterns available for Salesforce and how to think about what Data should be in Salesforce and how data should move in and out of Salesforce?

Does your Enterprise Architecture team understand the architectural constructs of Salesforce and how best to align Salesforce implementation to EA standards?

Has your Technical Architecture team defined Standards and Best Practices to be followed for implementation?

Does your CISO’s team understand the Security model of Salesforce and what things they should be paying attention to both within the implementation and over time?

Do you have an Adoption Plan with KPIs to track the progress of the implementation towards the expected ROI?

Do the people providing Requirements input understand basic Salesforce concepts and the “box” they need to target to take advantage of “Low-Code/No-Code” capabilities?

Architecture Review – Is the proposed Architecture aligned to your long-term strategy for Salesforce?

How is technical debt identified and managed?

Has your Technical Architecture team defined Standards and Best Practices to be followed for implementation?

Do you have a process for making value-based decisions when customization is the recommended approach for a given requirement?

Do you have a process for making value-based decisions around build-vs-buy for AppExchange and other additional apps?

How is the impact of technical debt assessed in a SaaS environment?

How is technical debt identified and managed?

Has your Technical Architecture team defined Standards and Best Practices to be followed for implementation?

RFP Review – Does your RFP include the parameters necessary to get accurate, thorough responses and drive the best decision?

Does your RFP include core assumptions around how the implementation will be executed and de-risked?

Are the elements of the RFP aligned to make the best use of Salesforce efficiencies?

Does your RFP include the appropriate KPIs to drive the goals of the implementation and the long-term Salesforce strategy?

Does your RFP include core assumptions around how the implementation will be executed and de-risked?

Are the elements of the RFP aligned to make the best use of Salesforce efficiencies?

RFP Response Evaluation – How do you decipher the “consultant-speak” and make the best decision for your implementation?

Does the proposed solution align to both the short-term deliverables AND your long-term strategy?

Does the proposed structure provide the appropriate “levers” to drive efficiency, quality, and cost?

What are the underlying assumptions and what do they mean in the context of Salesforce implementation, quality, and cost?

Does the proposed solution align to both the short-term deliverables AND your long-term strategy?

Does the proposed structure provide the appropriate “levers” to drive efficiency, quality, and cost?

Big Sky Consulting offers a range of expertise to help your organization de-risk major implementations and set a trajectory for long-term success.

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