Our Approach

DIscovery & Documentation
  • Business Process Review:  Roles and responsibilities; determine business processes & configuration for areas using Salesforce.com.

  • Analysis Document: Create document confirming our understanding of business processes, and outline recommended configuration for Salesforce, based on best practices.  Approval & feedback required.

DEVELOPMENT
  • Set up & Configuration: Custom Objects, Record Types, Custom fields.

  • Focus on Business Processes and Workflows.

  • Design around Processes and Workflows.

DATA MIGRATION
  • Data that needs to be migrated (contacts, accounts, matters, notes, any custom objects, historical information, etc.).

  • Mapping data fields.

  • Testing

DEPLOYMENT
  • Encourage web based, public training early on for end-users. 

  • Use sandbox environment.

  • Additional customized training, delivered either in person or web-based.

  • Best Practices.  Reports, Dashboards.

INTEGRATION OF OTHER APPLICATIONS
  • Integrating with other applications – Document Management, Email, Accounting, Billing.

WRAP UP & ONGOING SUPPORT
  • Ongoing support after deployment.