Salesforce Mastery: Seamless Control and Monitoring

by Chris Ritchie - April 09, 2024
Salesforce Mastery: Seamless Control and Monitoring

My Nebula colleagues and I are currently crafting a novel project framework that, though in harmony with the Salesforce Adaptive Methodology for solution implementations, offers the flexibility for Nebula to tailor its delivery approach, ensuring it aligns perfectly with the unique expectations of its customers.

With 15 years of expertise in project management, including 6 years dedicated to the Salesforce ecosystem, in this blog, I aim to share the crucial elements that contribute to achieving seamless project control and monitoring.  Here are my top 6 things you should be considering during project delivery.

Project Brief

A project brief provides an overview of a project and serves as a foundational document. It outlines the project’s goal, objectives, stakeholders, deliverables, and key risks and issues.  The document allows anyone in the organisation to quickly gain an understanding of the project.

Project Plan

Stakeholders use a formal, approved document known as a project plan to guide both project execution and project control. It clearly defines the project’s goals, objectives, and deliverables, as well as each step required to complete the project.  Project stakeholders, team members, and other relevant parties receive the project plan, which serves as a roadmap for the project. Project stakeholders should consider the project plan as a work in progress document, that is continually updated, approved, and shared.  And the whole project team should collaborate on the plan.

Nick Clark
Commercial Director

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Project Kick Off

A project kickoff is the official start of a project.  It’s a meeting where the key stakeholders, including the consulting and customer teams, come together to set the project in motion.  The main objectives of the kickoff are to ensure alignment, set expectations, and establish clear communication paths. 

Risk and Issue Management

Risk and issue management is a crucial aspect of project management focused on identifying, assessing, mitigating, and monitoring potential problems (risks) and current challenges (issues) that can impact the success or progress of a project.  It’s key in the management of your customer’s current and future expectations.

Progress Report

A project progress report is a regular and structured update provided by the project team, detailing the current status and developments within a project.  Its primary purpose is to inform stakeholders about the project’s progress, challenges faced, and the forecasted path forward. 

Communication Plan

Communication plays a critical role in project delivery, influencing the success or failure of a project.  Effective communication ensures that all project stakeholders share, understand, and appropriately act upon the information. A communication plan is a crucial component of project management that outlines how information will be disseminated, shared, and managed throughout the project lifecycle.

Are you looking to improve the way your Salesforce projects are implemented – on time, within budget and to an agreed quality standard?  Get in touch with our team and we can explore new opportunities with you.

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