Salesforce.com: What does the ‘should be’ process map/design look like?

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce.com Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce.com related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

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The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 619 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce.com improvements can be made.

Examples; 10 of the 619 standard requirements:

Are there Salesforce.com Models?
What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?
How would you define the culture here?
Who are the people involved in developing and implementing Salesforce.com?
What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Salesforce.com?
What does the ‘should be’ process map/design look like?
How do we measure improved Salesforce.com service perception, and satisfaction?
What are the costs of reform?
How to Improve?
What are the agreed upon definitions of the high impact areas, defect(s), unit(s), and opportunities that will figure into the process capability metrics?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

Your Salesforce.com self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Salesforce.com Self-Assessment and Scorecard you will develop a clear picture of which Salesforce.com areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Salesforce.com Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce.com projects with the 62 implementation resources:

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Probability and Impact Matrix: What is the industrial relations prevailing in this organization?
Cost Management Plan: Have external dependencies been captured in the schedule?
Team Member Performance Assessment: To what degree is the team cognizant of small wins to be celebrated along the way?
Activity Duration Estimates: What are the key components of a Salesforce.com project communications plan?
Requirements Management Plan: After the requirements are gathered and set forth on the requirements register, they’re little more than a laundry list of items. Some may be duplicates, some might conflict with others and some will be too broad or too vague to understand. Describe how the requirements will be analyzed. Who will perform the analysis?
Procurement Management Plan: Have all documents been archived in a Salesforce.com project repository for each release?
Scope Management Plan: Has a proper Salesforce.com project work location been established that will allow the team to work together with user personnel?
Closing Process Group: Did the Salesforce.com project team have enough people to execute the Salesforce.com project plan?
Risk Management Plan: Are there risks to human health or the environment that need to be controlled or mitigated?
Variance Analysis: Are indirect costs charged to the appropriate indirect pools and incurring organization?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Salesforce.com project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Salesforce.com project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Salesforce.com project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Salesforce.com project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Salesforce.com project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Salesforce.com project with this in-depth Salesforce.com Toolkit.

In using the Toolkit you will be better able to:

Diagnose Salesforce.com projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Salesforce.com and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Salesforce.com investments work better.

This Salesforce.com All-Inclusive Toolkit enables You to be that person: