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The Art of the Org Change

In Best Practices, Change Management, Data Migration / Integration, Project Management by Hy WuLeave a Comment

Acquisitions and Mergers from an IT perspective In today’s fluid business environment, the one thing most businesses are guaranteed to experience is some form of organizational change. For many, that change will come in the shape of an acquisition, merger, or divestiture. For some it can be as simple as a realignment of departments and resources. Hy Wu, a Principal …

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Preventing Projects From Going Red

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Andy Yang

Projects have an expected outcome.  When the outcome does not meet minimum expectations the project has not been successful.  Industry experts often boiled down project expectations around several key project parameters: Scope – Did what was delivered meet expectations? Timeline – Was it delivered on time? Budget – Did it get delivered at the expected cost? There are many other …

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Roadmapping Revisited – An Essential Exercise

In Best Practices, Change Management, Salesforce Administration by Andy Yang

Salesforce is not just a CRM app but is one of the most powerful software platforms available anywhere. One of the great things about SaaS solutions like Salesforce is the ability not only to get up and running quickly, but to “continuously grow” by utilizing more and more of the capabilities as you need them. Roadmapping your business goals with technology assets and people resources can help you achieved the desired outcome, while maximizing the power of your Salesforce system.

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#2 – Best Practices in Managing Technical Debt

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Andy Yang

Article #2 in series on Technical Debt. Good Practices Make Good Systems Not surprisingly, it takes work to manage Technical Debt, and there are multiple approaches, none of which apply to all situations.  Every Salesforce customer has different business requirements, different skill levels, different technical systems to support the business, and different levels of Technical Debt already accumulated.  In this …

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#1 – Technical Debt in the Salesforce World

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Jim Lambert

Article #1 in series on Technical Debt. Technical Debt or Tech Debt. A pay me now or pay me (a lot) later situation that the mere mention of can send shivers down the spine of IT leaders. While not limited to any one system or technology, it is very real with Salesforce customers who are working in rapidly growing and …

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Roadmapping – Aligning goals and outcomes with optimal investment

In Best Practices, Change Management, Salesforce Administration by MondayCall Admin

Salesforce is not just a CRM app but is one of the most powerful software platforms available anywhere. One of the great things about SaaS solutions like Salesforce is the ability not only to get up and running quickly, but to “continuously grow” by utilizing more and more of the capabilities as you need them. Roadmapping your business goals with technology assets and people resources can help you achieved the desired outcome, while maximizing the power of your Salesforce system.

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The Lightning Experience – A Missed Opportunity?

In Change Management, Data Migration / Integration, Lightning by MondayCall Admin

The Salesforce Lightning Experience is a newly re-imagined platform and UI that is designed to boost productivity, optimize operations, and increase efficiency and adoption. For many current customers on Salesforce Classic, it’s a complete UI revamp, but it also includes powerful capabilities to build next generation apps. Salesforce rolled out Lightning over several releases and has been encouraging customers to migrate to Lightning..

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Longterm Success: Owning Salesforce

In Best Practices, Change Management, Salesforce Administration, Tips & Tricks by MondayCall Admin

What It Takes to “Own It” New initiatives are very shiny. They garner lots of attention, tackle big problems, and jumpstart an organization towards positive change. However, more often than not, once the new initiative has been established, interest in “owning and managing the solution” tails off dramatically at all levels of the organization. It becomes an afterthought even though …

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Easing Your Way Through Change Management

In Best Practices, Change Management, Tips & Tricks by Andy Yang

Every business must adapt quickly to adjust to market conditions.  Change is always afoot and must be managed carefully to minimize disruption and to enable your organization to capitalize on new avenues for improvement. The Salesforce platform is ideal for such an environment because it can be constantly tweaked to provide continuous advantages to the organization when they need it …