Committed to delivering
successful outcomes
for our clients.

The process to achieve successful outcomes for our clients starts from the first meeting. 

Our key objective is to get to know you and your business.  We will bring the right team and skills, and invest our time to understand what you are looking to achieve and to scope out what needs to be done.  This is our initial pre-sales investment so that we can set up your project for success. 

We then follow a well-defined path for delivery, shown at a high level below per stage …

Discovery

Often required as an extension to the pre-sales stage, this is where we run more extensive workshops and analysis to support key strategic decisions on the scope of work, the architecture to be applied and the roadmap for delivery. We assess how best to leverage the Salesforce platform and available supporting technologies to meet key business objectives. This allows us to quantify the work that needs to be done, as we work collaboratively with the client to shape the overall programme and plan the next stage in more detail.
Note that for smaller projects, with fewer open decision points, we can often cover this Discovery stage within the pre-sales process.

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Discovery

Often required as an extension to the pre-sales stage, this is where we run more extensive workshops and analysis to support key strategic decisions on the scope of work, the architecture to be applied and the roadmap for delivery. We assess how best to leverage the Salesforce platform and available supporting technologies to meet key business objectives. This allows us to quantify the work that needs to be done, as we work collaboratively with the client to shape the overall programme and plan the next stage in more detail.
Note that for smaller projects, with fewer open decision points, we can often cover this Discovery stage within the pre-sales process.

Definition (and Design)

We run detailed workshops to drill down into the next level of detail, as we work with our clients to define requirements in clear business language with acceptance criteria and a detailed solution design. During this process we will always promote Salesforce best practices, favouring configuration over customisation to help our clients get the best value from the Salesforce platform. In this stage we also establish a robust baseline for scope control, as well as more detailed estimates for the work ahead.

Key outputs from Definition and Design include a documented user story backlog, solution design and project plan.

Dot pattern

Definition (and Design)

We run detailed workshops to drill down into the next level of detail, as we work with our clients to define requirements in clear business language with acceptance criteria and a detailed solution design. During this process we will always promote Salesforce best practices, favouring configuration over customisation to help our clients get the best value from the Salesforce platform. In this stage we also establish a robust baseline for scope control, as well as more detailed estimates for the work ahead.

Key outputs from Definition and Design include a documented user story backlog, solution design and project plan.

Development

In this stage, we work in a series of Development sprints (typically 2 weeks each) to develop the solution agreed during Definition and Design. As with all stages of the project, we work very closely with the client team, with the combined project team working ‘as one’ with common goals. We hold typical 'scrum' ceremonies to promote communication and collaboration, including daily stand-ups and sessions for show & tell, sprint retrospectives and sprint planning. Early feedback allows the team to course correct as needed, and leads to better overall engagement and, ultimately, adoption of the solution.

The output is a built solution ready to move in to full UAT as part of the final stage.

Dot pattern

Development

In this stage, we work in a series of Development sprints (typically 2 weeks each) to develop the solution agreed during Definition and Design. As with all stages of the project, we work very closely with the client team, with the combined project team working ‘as one’ with common goals. We hold typical 'scrum' ceremonies to promote communication and collaboration, including daily stand-ups and sessions for show & tell, sprint retrospectives and sprint planning. Early feedback allows the team to course correct as needed, and leads to better overall engagement and, ultimately, adoption of the solution.

The output is a built solution ready to move in to full UAT as part of the final stage.

Deployment

The final big team effort to take your solution to Production.  Activities in this stage include comprehensive end-to-end testing and UAT, loading of data, training sessions and final technical deployment to the Production environment, ready for go-live.  We always recommend an amount of early life support from the project team in proportion to the scope and complexity of the solution delivered, allowing time also to complete the handover to BAU support.

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Deployment

The final big team effort to take your solution to Production.  Activities in this stage include comprehensive end-to-end testing and UAT, loading of data, training sessions and final technical deployment to the Production environment, ready for go-live.  We always recommend an amount of early life support from the project team in proportion to the scope and complexity of the solution delivered, allowing time also to complete the handover to BAU support.

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