Salesforce Project Management
Why Salesforce Project Management?
A professional can be an excellent Project Manager and know very little about Salesforce. Or, a Project Manager can be equipped with both process & technology expertise. A PM with this very specific skill mix is the ideal candidate for organizations tackling a Salesforce project to:
- assist, advise, and lead
- improve communication and collaboration between all project stakeholders, both technical and business ones
- govern and monitor the project scope
- assess, prevent and manage risks
What is "Salesforce project management"?
There is not, strictly speaking, something like a ‘Salesforce Project Management. We use this definition to indicate some possible styles of project management, that are tightly influenced by the Salesforce technology. In our experience:
- an Agile Project Methodology is very well suited for projects that have a core Salesforce component
- a traditional, Waterfall Methodology is the one that capitalizes the least on the Salesforce Out of the Box advantage
- everything in between, such as forms of Hybrid-Agile Methodologies, can work well, based on the contextual needs of the organization
How we can help
Project methodology
We can help with the following:
- identify the best-suited Project Methodology, based on project goals, scope, and Salesforce applications involved
- bring Agile and Scrum Project Management best practices to projects with a high degree of business innovation and a need for a fast time time to market
- structure complex, multi-country projects, and projects with a significant integration component around a sound yet flexible Hybrid Agile Project Management model
project culture
WE CAN HELP WITH THE FOLLOWING:
- build a strong roadmap and business case with tangible KPIs, for project milestones to be continuously measured against and referred to
- contribute to all projects stakeholders being adequately onboarded and committed
- foster adoption at any stage of the project lifecycle with adequate communication and involvement of business stakeholders
- promote efficient decision-making through all of the project phases, by orchestrating hybrid rooms that bring together interested functions and actors
Project Value
WE CAN HELP WITH THE FOLLOWING:
- plan, document, manage and monitor project phases, from kick-off to analysis, DBUT, testing, training, go live, and AM
- manage and evolve the project scope, with a focus on generating value while meeting time and budget requirements
- build and manage a shared change request framework
- actively assess, prevent, and manage risks
- contribute to improving the quality of project deliverables with an iterative approach
- actively assess, prevent, and manage risks
- identify and help remove blockers
Book a Call
If your organization is interested in powering up your Salesforce Project Management capabilities, do get in touch for an introductory call. Our Consultants will be pleased to assist you to the best of our abilities.