PACED is RelationEdge’s process and technology implementation methodology that we have used successfully in over 1,700 projects. It leverages flexible and agile techniques that are useful for new Salesforce implementations as well as systems that have evolved and matured over time with your company’s growth. Our phase-based approach is aimed at creating a predictable outcome for your project with a sharp and collaborative focus on using technology to attain your business goals.
Prepare: Our goal is to help you achieve the earliest possible return on your investment in Salesforce while balancing the amount of time that is required from your team to make the project successful. As collaboration is a key element to success, we map the planned activities to a timeline so the right knowledge holders are engaged at the right time. We also align our execution plan to your key business milestones so we can jointly measure progress in an intelligent way. This phase ensures that we have a well-organized start to your project and ensures that your business goals are top of mind for all project team members.
Architect: We work with you and your knowledge holders to understand your business process and determine the business and technical success factors for your project. If there are opportunities for complexity reduction, we review this with you as it will often create efficiencies within your organization. We then synthesize our understanding of your process into clear requirements for a business-aligned Salesforce system. This gives you the opportunity to prioritize the requirements that drive results and potentially deprioritize the ‘nice to haves’ from your system design. Building on a minimum viable product basis and then adding features will keep your goals in focus. Any unused ideas are cataloged for future phases. Once the design is finalized, we turn our attention to the plan for training your teams. This is to ensure that you will have excellent adoption in Salesforce as it is molded around your business.
Construct: This step is the physical implementation of your Salesforce system. Through the previous steps, we created an outline of your system through careful planning and preparation, but now we can fill in the blanks of your system to make it functional. Our teams create the technical foundation that will enable your Salesforce system to scale as your business grows. We layer in the customizations that make your implementation as unique and distinct as your business. If connections to other systems are part of your design, those interfaces are established. This is also the time where any Salesforce AppExchange products are installed to add additional capabilities to your system. As we iterate through constructing Salesforce around your business goals, we invite your verification of key processes and design elements so that the system will deliver your functional requirements.
Evaluate: We request that your team members aligned to the project evaluate the system against the requirements established earlier in the project. This goes beyond the idea of user acceptance testing as we want to ensure that Salesforce delivers the capabilities that will allow you to measure and manage your business. Key business rules and process workflows that were implemented should be evaluated to ensure that you will achieve top-down and bottom-up success when using the system. Dashboards should be evaluated for ease of use and at-a-glance readability of success metrics. Any defects are logged, addressed and retested. We perform our final preparations for training your trainers and/or your team and get your Salesforce system ready for the final phase.
Deploy: The last phase of our methodology transfers the updated process and technology to you and your team for operational use. We load any applicable legacy data into Salesforce and activate any interfaces with your other systems. If we performed any coding as part of your project, that code is transferred from your development sandbox to your production environment. You are now live on Salesforce with your business-specific customizations! We execute the training plan to create the competencies on your team that will drive adoption of the system and deliver your business results. Before closing the project, we execute a review with you to ensure that all deliverables are completed and that there is a plan in place to maintain your system. The catalog of ideas that were captured earlier in our methodology usually form next steps for further enhancements. We offer continued collaboration to keep pace with your company’s plans for long-term success with Salesforce so that the system stays relevant as you continue to evolve your business.
At RelationEdge, it is part of our mission to help enable your business through our technology implementation. Contact us today to help get started on realizing the full potential of your business through a unique Salesforce software system.