Posts Tagged ‘project management’

In April of this year, the U.S. Department of Labor finalized a new rule that is meant to protect individuals from receiving retirement investment advice that, in reality, may not be in their best interest. It’s a complicated rule that addresses the conflict of interest that financial advisors frequently encounter, such as receiving commission or […]

When I hear the words change management, my mind immediately thinks of the scene in Office Space where the employees meet with the consultants (“The Bobs”) to answer their question: “What would you say you do here?” All joking aside – change management is often misunderstood. After listening to a recent podcast about the subject, […]

“…When we think about projects particularly with technology implementations, we are all about getting technology right…unfortunately that doesn’t always define success.” David Chapman Strategic Adviser – Perficient Change Management helps to ensure that the “people” in your organization are ready, willing and able to function effectively as part of the technology implementation and it can be one  […]

“Remove everything that has no relevance to the story. If you say in the first chapter that there is a rifle hanging on the wall, in the second or third chapter it absolutely must go off. If it’s not going to be fired, it shouldn’t be hanging there.” — Anton Chekhov Scope creep, or the addition […]

How to track your Salesforce project’s success and what to expect when engaging with Perficient as your Salesforce implementation partner on a weekly basis. Great news – your organization just purchased Salesforce and now you’re looking for a Salesforce partner and team of consulting experts, like Perficient, to support your team’s implementation.  Whether it is […]

Sometimes Salesforce projects don’t stop, they slow down, sputter, and you can’t seem to get them restarted or firing on all cylinders. These projects aren’t always failures – they just need a thorough tune-up and clear path to get them back on the road. As such, below are the top reasons for a project stall […]

Yesterday my colleague, Shawn Jensen, wrote a blog discussing why colocation is not vital to the success of Salesforce projects. Today, I’m making a counterargument as to why colocation is essential to a successful project. While you can make solid arguments for or against both of our perspectives, the purpose of this friendly debate is to simply help you weigh the pro’s and con’s […]

Generally colocation is perceived that having your Salesforce consultant team onsite will result in a higher quality set of deliverables or go to production faster. Project sponsors and leads can validate work in real time, and gain confidence that the project is moving forward in the direction that they envision. But is that really true? […]

  When deciding to rollout Salesforce, you probably went through the typical business case or business planning process.  This included looking at factors like the political, economic, financial and social ramifications of the move to a cloud platform with incredible capabilities to transform your business.  That said, when you’ve reached the final rollout, how closely […]

  While implementing Salesforce at a large cross-section of clients in different industries, we often get the common question of what our “best practice” is and what our “best approach” is to address a company’s unique situation.  So, why is it that every time a client says, “We want best practice for X solution”, we often […]

I’ll get this out of the way quickly — there is no such thing as a typical GSA implementation. With that said, I have been involved in scoping and delivering around 250 GSA implementations, and some averages and trends have emerged.  Most projects involve the same five core phases: Design and Requirements, Hardware and Security, Content […]

  Whether you have invested in Sales Cloud because you are upgrading your current method of tracking sales or because you need to scale up from a non-cloud version of sales tracking, you want to make sure your project is a success. This drive for success will ensure better returns on investment, better future decision […]