Salesforce.com Implementation
We will work closely with the client project manager at the onset of the project to: - Confirm project objectives and priorities with the project sponsors
- Identify project participants
- Conduct a project kickoff meeting
- Conduct one on one interviews with core users to understand their business processes
Our Business Process Review is a series of meetings with key client personnel to facilitate the mapping of business processes to Salesforce.com. These sessions identify the configuration, data migration, and training required for the implementation. The outcome of these meetings will document:
- Project Objectives
- Functional Requirements and how Salesforce.com can meet those requirements
- Application Administration, User Roles and Security rules
- Data Migration Requirements and a High-Level Design to meet those requirements
- Integration Requirements and a High-Level Design to meet those requirements
- Training Requirements and the Training Execution Plan
Configuration and DevelopmentThe Configuration and Development phase of the project is when Right On Interactive takes the time to:
- Configure the Salesforce.com application
- Develop Data Migration Processes
- Develop Data and Application Integrations
Application ReviewThe Review period is an extension of the Configuration and Development phase. Time is set aside for the business users to review the configuration of the Salesforce application. This is typically done while the Configuration and Development phase is still in progress. Prior to go-live, time is set aside for a review of the migrated data within the new configuration. This is typically done by a select group of individuals near to the system go-live.
Findings from these reviews are incorporated back into the configuration and development. Training and Support
Right On Interactive is open to how you would like to handle your training. We are fully capable of delivering the training onsite, via web sessions or your preferred method. Our goal is for you to become self-sufficient in training new users and in performing incremental training ongoing.
After the completion of training, Right On Interactive will perform knowledge transfer with the administrator(s) of the system. Project Management
Right On Interactive will co-manage the project with the client project manager. Those individuals are responsible for facilitating the day to day activities and ensuring the project’s success. This team is responsible for:
- Managing the Project Timeline
- Risk & Issue Management
- Ensuring Communication Plan Execution
- Training Logistics
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