The Challenge
Adopting a managed services model, we established a strategic alliance with the client, focusing on enhancing their Salesforce experience. This transition involved introducing Agile methodologies for ongoing improvement. By conducting roadmap sessions, we delved deep into understanding their vision, involving stakeholder interviews, process mapping, and requirement gathering. This approach enabled us to create a comprehensive backlog of work that aligned with their objectives.
The Approach
Adopting a managed services model, we established a strategic alliance with the client, focusing on enhancing their Salesforce experience. This transition involved introducing Agile methodologies for ongoing improvement. By conducting roadmap sessions, we delved deep into understanding their vision, involving stakeholder interviews, process mapping, and requirement gathering. This approach enabled us to create a comprehensive backlog of work that aligned with their objectives.
The Solution
The considerable technical debt necessitated a thorough Salesforce ‘health check’, targeting areas deviating from best practices, including automations, Apex code, and security. Our solution encompassed a holistic approach to refine and optimize their Salesforce instance, addressing both existing challenges and setting the stage for future enhancements.
The Results
The client now possesses a prioritized backlog for Salesforce, encompassing both issues and enhancements, managed by our dedicated service team. Key achievements include the implementation of vital security updates, fortifying the system against potential disruptions and ensuring seamless operational continuity. This transformation not only addressed immediate concerns but also laid a foundation for sustained growth and efficiency.