Agile transformation for both Business and IT
You don’t have to be Silicon Valley IT to innovate the way you operate your company
Who is it for? The IT delivery manager who is seeking closer collaboration with the Business, for the manager Operations that thinks his/her team should be in charge of their own future
What is it? A review of your current (agile) set up, a recommendation how to better structure your demand and delivery process, a transformational set up for both Business and IT teams that drives better behaviors and promotes continued learning and improving.
Where? The majority of activities takes place at your location. We believe a transformation may start in a very short time, however it requires a long stretch of time to really embed into the hearts and minds of your people.
When? The start is usually very quick, 3 to 5 weeks, after that we plan short interactions and coaching for several months.
Why? Everybody is talking about agile, but very few companies are able to implement it as part of their core set up and culture. We are experts in creating agile transformation for both Business and IT.
How? We’ll start with a review of your current (agile) set up, identifying the gaps and additional needs you have. The first few weeks are used to refine training and communication materials, tailoring them to your company’s culture. We’ll train the core team on agile, which we’ll repeat for the large audience within both Business and IT. Intensive coaching is available for the first few sprints. We’ll establish a long-tail approach to coaching, where we continue to measure and improve your agile set up.
Business Analysis and Design
Spending time on analyzing your business processes, combined with a deep technical understanding of Salesforce will provide you with a better design for your implementation
Who is it for? The IT executive who wants to bring Business along the way when implementing SFDC, the Sales Operations Director who needs help creating a meaningful roadmap and reliable delivery for their SFDC implementation.
What is it? Business analysis and design at your location. Where more resources are required we can scale up with a team of SFDC specialists that work either at your location or from Lisbon. We are partnering with Stellaxius, a Lisbon based SFDC partner. They are able to provide a team of Business Analysts, Technical Architects and Developers that work the majority of their time in Lisbon, with regular trips to your company location.
Where? At the start we will spend a lot of time at your office location, to get to know your company and the team. Once things settle into a good working rhythm, the Portuguese team will work the majority of their time in Lisbon, with regular trips to your company location (typically once or twice a month for a few days).
When? Depending on the size of the SFDC program the teams can scale up to capacity within 1 to 2 months of signing our agreement
Why? We are highly trained and experienced SFDC specialists, with a long history of (very) large implementations for global multinationals as well as national corporates. The team will work in EU, in the CET time zone, good EN language skills, lower cost/higher skill ratio compared to NL/UK/DE consultants.
How? We are small SFDC consultancy company, and we are partnering with Stellaxius, a Lisbon based SFDC partner.
Program Delivery and Supplier Review
To be confident that your program set up is effective and provides good value for money (budget)
Who is it for? The IT executive / IT purchaser that is looking for a different approach to manage cost (away from negotiating on day rates)
What is it? Two people that review the current work order, scope, estimates, actuals and investigate your options to bring down cost, remove unnecessary activities and / or improve scope deliverable quality
Where? Multiple visits at your office for meetings and reviews with your team and your supplier and final presentation
When? Depending on the size of your program, rfp. Usually it takes place over a 4 week period, with around 20 days of effort. This also allows time for the suppliers to respond and update their deliverables and estimates.
Why? To give you confidence in the way you are contracting with the big SI’s, making sure you are getting all the value out of your delivery budget
How? We have a combined 30+ years of experience in contracting big IT delivery programs within large Corporate organizations. We have a good track record of challenging the big SI’s on their deliverables and cost estimates, without disrupting the delivery or the company to supplier relationship.
Shield enablement and secure set up review
Your customer owns their CRM data, you just have to keep it secure for them
Who is it for? The CIO that understands that cloud functionality is not automatically secure
What is it? A comprehensive approach to securing your data in the cloud. Taking into account all possible vectors and establishing practical ways of securing your data.
Where? The majority of delivery activities will take place remote, whenever required we’ll be at your company location to meet with key stakeholders.
When? A typical project has a duration of 6 to 8 weeks, depending on the complexity of your security requirements
Why? The EU regulations on data privacy (GDPR) require every company in the EU to seriously invest in a good set up for data security and data privacy.
How? We’ll take your existing security requirements as the basis for the project, where required we’ll provide cloud-specific security requirements. This ensures we’re working with a future proof set up that aligns with the existing best practices within your company. SFDC Shield comprises of several product components that allow you to encrypt the key data fields in your SFDC org, as well as create better insights and auditing of the behavior of your users.
Service and support tooling
No issues left behind for your customers and your internal teams
Who is it for? The Manager (Sales) Operations who is looking for a better way to manage service and support for both internal and external customers
What is it? The end to end implementation of Service Cloud for your company, if you are already using SFDC Sales Cloud, we’ll enable Service Cloud within your existing set up.
Where? The majority of the preparation and identification of requirements is done at your company location. Development and migration of your current service and support data is done remote. The training of your (super) users on Service Cloud can be done as class room training at your company location, however remote options are also available.
When? Typically migrating all service and support will take a few months from beginning to end, the first support processes will be live within the first 4 weeks.
Why? Service Cloud allows you to provide omni-channel service and support that is scalable and efficient.
How? Identifying the key use cases for service and support tooling, investigating the current service and support set up. Charting the customer experience journey across the channels you want to use for service and support. These use cases are translated into a working Service Cloud environment, where close collaboration with the service and support teams will identify the necessary improvements and efficiency gains. Preparation for launch will include (class room) training of all service and support agents, data migration preparations and go-live planning and execution.
Lightning and mobile, tablet enablement
As an adoption refresh and simplification push
Who is it for? The organization that’s had a SFDC org for several years now, looking for ways to revitalize adoption and usage
What is it? We provide an overview of the current usage and adoption and we’ll provide a recommendation how to migrate to Lightning and/or mobile/tablet usage. We will be able to provide the (business analysis and developer) resources to perform this migration, however you can also share the recommendations with your current / preferred SI for delivery.
Where? The in depth interviews are done at your company location, the survey and SFDC org assessment can be done remote. We’ll present our findings to you at your company location.
When? The whole process takes around 5 to 8 weeks
Why? The introduction of a new UI / UX can be a great compelling event to refresh your SFDC usage and adoption. SFDC has introduced their new UI / UX in 2015, all their new developments are focused on Lightning. At some point the Classic UI will be deprecated. It is better to be prepared.
How? We’ll plan series of in depth interviews with a select group of sr. stakeholders to identify the strategy and key issues with SFDC within your organization. At the same time we perform a technical quick scan of the SFDC org, to report on the current business and technical usage of the SFDC org. This includes a list of all the technical issues that prevent the switch to Lightning / mobile, tablet usage. After that we’ll also survey all users with questions focused on their usage / adoption. These three activities allow us to present the findings on usage and adoption from both a quantitive and qualitative perspective. We’ll provide a recommendation how your company can migrate to Lightning (and/or move to mobile/tablet usage).
Configure Price Quote
A better way to create and manage proposals, while also managing the cost and margin for your Sales deals
Who is it for? The Head of Sales Operations who is looking for a better way to create and manage proposals, the CFO who needs more control how Sales teams are structuring cost and margin in their deals.
What is it? Configure Price Quote implementations require a very specific knowledge of how Sales operates, how to structure your product taxonomy, how to create a manageable governance set up that speeds up the sales process, while maintaining quality and healthy margins. We have a team of Business Analysts with years of experience implementing CPQ for global multinationals as well as national corporates in the telecoms industry
Where? We’ll work at your company location when working with all relevant stakeholders for your CPQ implementation project.
When? CPQ implementations are much more complex compared to your average SFA implementation, this is because it aims to automate the heart of your company: revenue generation. It requires a lot of preparation, a dedicated effort of several months.
Why? It is surprising how much of sales and sales operations is still a manual effort. With CPQ you can start to automate part of your sales process, while at the same time also generating the sales quoting data in a structured way, that will help you gain more accurate insights in the sales processes. This data will help you respond better to the larger trends in your industry, the effectiveness of your sales teams.
How? We’ll work at your company location when facilitating wall walks / brown paper sessions with all relevant stakeholders for your CPQ implementation project. With the as-is administrated, we will, together with you, start structuring and mapping out the to-be situation by creating the core user stories for Sales, Finance and Sales Operations. This is the basis for the developers to start the implementation of CPQ. Typically it also means a re-structuring of the product taxonomy, opportunity and governance set up in your Salesforce environment.
Remote First teams
The agenda for you: Your quiet start in the morning, spend some quality time on your inbox (or bring the kids to school). Your team joins around 10.30. At the end of your day, they will continue for another hour
Who is it for? The IT executive who is looking for the benefits of offshoring without the downsides. The IT executive who is looking for ways to increase the quality of delivery and bring down costs. The medium to larger sized Corporate who will have a continuous need for SFDC focused delivery teams
What is it? We can provide a team of SFDC specialists that work either at your location or from Lisbon (as well as Amsterdam). We are partnering with Stellaxius, a Lisbon based SFDC partner. A company with a long history of successful delivery in large Corporate clients. They are able to provide a team of Business Analysts, Technical Architects and Developers that work the majority of their time in Lisbon, with regular trips to your company location.
Where? At the start we will spend a lot of time at your office location, to get to know your company and the team, to ensure a smooth transition with your current supplier. Once things settle into a good working rhythm, the team will work the majority of their time in Lisbon, with regular trips to your company location (typically twice a month for a few days).
When? Depending on the size of the SFDC program the teams can scale up to capacity within 1 to 2 months of signing our agreement
Why? You will have a dedicated team of SFDC specialists working on your delivery. The team will work in EU, in the CET time zone, good EN language skills, lower cost/higher skill ratio compared to NL/UK/DE consultants.
How? We can provide a team of SFDC specialists that work either at your location or from Lisbon (as well as Amsterdam). We are partnering with Stellaxius, a Lisbon based SFDC partner. A company with a long history of successful delivery in large Corporate clients. They are able to provide a team of Business Analysts, Technical Architects and Developers that work the majority of their time in Lisbon, with regular trips to your company location.