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Finding the Right Salesforce Partner – Managing Risk

In Best Practices, Project Management, Tips & Tricks by Jim LambertLeave a Comment

This is the second article in a multi-part series on Finding the Right Salesforce Partner. The entire series can be found here. The potential risk in a Salesforce project, or any project for that matter, comes in many shapes and sizes. And, the risk that turns real can be expected and planned for or come as a complete surprise. That …

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Finding the Right Salesforce Partner and Avoiding Chaos

In Best Practices, Project Management, Tips & Tricks by Jim LambertLeave a Comment

At MondayCall, we are regularly called upon to assist new Salesforce customers in determining what they need for a successful deployment and how to obtain it. While we feel we are an ideal choice for a Salesforce partner, we do think that customers should be informed and confident in their selection. So, we prepared this blog series sharing our extensive …

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Steering Committees: Part 2 – Building the Team, Scope and Frequency

In Best Practices, Project Management, Tips & Tricks by Andy YangLeave a Comment

Who Should be in the Steering Committee? The Steering Committee is usually comprised of senior team members – all key stakeholders as well as the Project Manager and Principal Consultant on the team.  The Steering Committee may be just 4 people, but it can be quite a bit more on larger projects.  There are diminishing returns on the size of …

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Steering Committees: Part 1 – Why Leadership Is Necessary for Successful Salesforce Projects

In Best Practices, Project Management, Tips & Tricks by Andy YangLeave a Comment

Kicking off a project is a particularly exciting time of a project.  There’s a lot of trust going around and great hope that this project will be the best project ever.  One can already taste the ROI that stakeholders will enjoy. The cold hard truth though is that every project takes smarts and hard work.  While cloud-based SaaS projects are …

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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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Part 2: A Career in Project Management

In Best Practices, Project Management by Sherri NeedhamLeave a Comment

As an experienced delivery partner of Salesforce, MondayCall has created a refined project methodology that enables us and our clients to manage projects of all sizes and complexity. This is the second part of our short series on MondayCall Project Management and, we hope, provides insights into our project management leadership. Sherri Needham, Director and leader of our Project Management …

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Part 1: The Role of Project Management in Project Success

In Best Practices, Project Management by Sherri NeedhamLeave a Comment

As an experienced delivery partner of Salesforce, MondayCall has created a refined project methodology that enables us and our clients to manage projects of all sizes and complexity. This interview begins a short series on MondayCall Project Management and, we hope, provides insights into our project management leadership. Sherri Needham, Director and leader of our Project Management Office (PMO), is …

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Strategic Advantages With Consultants

In Infographics, Project Management by MondayCall Admin

Most decision makers understand the advantages of utilizing consultants for Salesforce-related projects as well as the difficulties that come along with selecting the consultant that will best fulfill the business’s needs.  Whether you are engaging with a consulting partner because you are limited on resources or knowledge, it’s extremely important to understand the work you are “outsourcing” so that you …

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How to Save Money

In Best Practices, Project Management, Tips & Tricks by MondayCall Admin

Maintaining a pre-defined budget is extremely important in any endeavor but is significantly more important when consultants are involved. Consultants can be higher rates compared to other options, but they seasoned consultants bring a wealth of experience and knowledge to help you achieve your goal more efficiently, quicker and with much less risk.  An experienced consultant obtains the experience of …