Our Approach
DIscovery & Documentation
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Business Process Review: Roles and responsibilities; determine business processes & configuration for areas using Salesforce.com.
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Analysis Document: Create document confirming our understanding of business processes, and outline recommended configuration for Salesforce, based on best practices. Approval & feedback required.
DEVELOPMENT
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Set up & Configuration: Custom Objects, Record Types, Custom fields.
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Focus on Business Processes and Workflows.
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Design around Processes and Workflows.
DATA MIGRATION
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Data that needs to be migrated (contacts, accounts, matters, notes, any custom objects, historical information, etc.).
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Mapping data fields.
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Testing
DEPLOYMENT
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Encourage web based, public training early on for end-users.
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Use sandbox environment.
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Additional customized training, delivered either in person or web-based.
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Best Practices. Reports, Dashboards.
INTEGRATION OF OTHER APPLICATIONS
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Integrating with other applications – Document Management, Email, Accounting, Billing.
WRAP UP & ONGOING SUPPORT
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Ongoing support after deployment.