OUR PROCESS
HOW WE WORK TOGETHER
We thrive when we collaborate with our customers. Below is our suggestive process that can be adjusted to meet delivery methodologies. Our goal is to provide guideposts and clear deliverables for each phase of your Salesforce implementation.
DISCOVERY
ACTIVITIES
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Stakeholder discovery sessions
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User story mapping and creation
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Project timeline solidified
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Requirements Prioritization
DELIVERABLES
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Business Requirements Document
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User Story Process Mapping
DESIGN AND ARCHITECTURE
Org provisioning
Sandbox landscape and DevOps process
Standard feature mapping
Object Model Design and Data Dictionary
Custom Feature Solution
(e.g. Prototype/UI Mock)
DELIVERABLES
FUNCTIONAL SPECIFICATION DOCUMENT
SYSTEM ARCHITECTURE DIAGRAMS
DEVELOPMENT
Salesforce product configuration
Data Model with Sharing and Visibility
Automated Processes Build with Salesforce Flow
Custom Apex or LWC Development with Unit Testing
Reports and Dashboards configuration
Deployment Plan
DELIVERABLES
FUNCTIONALLY COMPLETE
FUNCTIONAL SPECIFICATION DOCUMENT
DEPLOYMENT PLAN
TESTING GUIDE
TRAINING GUIDE
QA AND TRAINING
Train the Trainer
Quality Assurance testing of the functional build
Test Plan completed
Bug Fixes completed and deployed for failing tests
DELIVERABLES
TEST PLAN SIGN OFF AND TRAINING DECK
DEPLOYMENT AND SUPPORT
DELIVERABLES
FEATURES LAUNCHED IN PRODUCTION ENVIRONMENT
SUPPORT PROCESS AND MONITORING
