Leading Salesforce.com Consultancy

Hundreds of engagements many industries

Focused on small and mid-sized market

Enterprise Engagements

Flexible approach to serve any budget

Driven to achieve user adoption

Services

Salesforce.com Implementation Data Migration Configuration Custom Development User and Admin Training

Marketing Automation Email marketing Lead Scoring and Nurturing Content marketing

Kyazma Clients

Gaining Traction with Salesforce

My Background

• Ken Hansen

• Beta tested Salesforce.com. 14 years with the product

• Admin for small business and large enterprise

• MBA from University of St. Thomas

• Certified Salesforce Administrator

• Kyazma Enterprise Engagement Manager and Sr. Consultant

STOP THE ADMIN MADNESS IN 2015!

Using Salesforce to Manage Changes and Projects

What is Change Management?

• Continuous Improvement• Regular collaboration with stakeholders and

executive team• Strategy and Vision• Capture Changes• Plan and Create• Test and Validate

Salesforce Tools

• Chatter Groups can be effective in gathering requests.

• Create a Custom Object to capture change requests.

• Cases are a good way to capture requests.

Agile Project Management

• Focus on early delivery of business value• Continuous improvement• Scope of work flexibility• Continuous input from team and stakeholders• Delivery of well-tested solutions that are a

true reflection of customer needs.

Agile in SalesForce

CaptureRequests

BACKLOG: TO DO: WORK IN PROGRESS (WIP):

DONE:

CasesEmails

Custom Object Drive By

Requests

List Views, Reports, Dashboards

Three Basic Tenets

• Transparency– Everyone sees and understands the project and how

they can contribute• Inspection– Stakeholders are able to regularly inspect the project,

able to identify any variants from the acceptance criteria

• Adaptation– The Admin needs to adapt to changes in criteria

quickly

The Sprint (Iteration)

Week 1

DiscoveryPlanning

Work

Daily Standups or Scrums

Weekly Updates with Stakeholders

Week 2

WorkTest

Daily Standups or Scrums

Sell off smaller projects to

Stakeholders

Week 3

WorkTest

Daily Standups or Scrums

Sell off smaller projects to

Stakeholders

Week 4

Release Week

Daily Standups or Scrums

Final sell off and release

Next Iteration planning

Recommended Reading

Personal Kanban: Mapping Work | Navigating Life by Jim Benson and Tonianne DeMaria Barry

Agile Project Management for Dummiesby Mark C. Layton