Salesforce Consulting: from discovery to delivery
Discovery
Discovery
Discovery
One of our highly experienced consultants begins each engagement with a discovery phase, working closely with stakeholders to understand your business goals, pain points, and existing systems. Through collaborative workshops, stakeholder interviews, and system assessments, we identify opportunities to optimise or extend the Salesforce platform in alignment with your objectives.
Approach
Discovery
Discovery
Following discovery, the consultant translates business requirements into clearly defined functional and technical specifications. These are scoped into a structured Statement of Work (SoW), which outlines the project goals, deliverables, approach, assumptions, resource needs, and any constraints. This document also includes a detailed a
Following discovery, the consultant translates business requirements into clearly defined functional and technical specifications. These are scoped into a structured Statement of Work (SoW), which outlines the project goals, deliverables, approach, assumptions, resource needs, and any constraints. This document also includes a detailed and realistic delivery timeline, broken down into phases such as design, build, testing, user training, and go-live.
Delivery
Discovery
Delivery
Throughout the project, the consultant maintains regular communication with the client via stand-ups, progress reports, and milestone reviews to ensure alignment and transparency. Agile or hybrid methodologies are often used to maintain flexibility while meeting key deadlines.
The result: a well-scoped, achievable plan that ensures smooth
Throughout the project, the consultant maintains regular communication with the client via stand-ups, progress reports, and milestone reviews to ensure alignment and transparency. Agile or hybrid methodologies are often used to maintain flexibility while meeting key deadlines.
The result: a well-scoped, achievable plan that ensures smooth Salesforce delivery, stakeholder confidence, and long-term success.