Step 1: Healthcheck plan
Certified Salesforce.com consultants from Lister will provide a working agenda that define the scope of the health check service. We determine the modules and business processes to be reviewed during assessment. The duration of the total project will be depend on the extent of implementation to be assessed.
Step 2: Review and diagnosis of the existing implementation and set up
The project team will do a thorough review (onsite / offsite) to:
- Gather information, analyze, and diagnose the requirement.
- Review your system’s configuration setting, performance, and operating procedure.
- Troubleshoot error, identify risk area, investigate the cause of user's problems, and make optimizations.
- Fix configuration / set up issues
Step 3: Document changes and recommendations
Develop and document recommendation to optimize performance of stakeholders and improve ROI on your Salesforce.com investments by mapping industry best practices.
- Prepare a detailed report covering:
- Current issues with the Salesforce.com set up and configuration
- Share best practices / industry trends
- Recommendations for short- and long-term improvement
- Provide an ROI report
- If requested, we can provide you with an estimate to assist in implementing our recommendation
Step 4: Presentation and review of final report and training
As a final step, a complete performance health check report and a complete review of the findings and recommendations are presented. This is followed by client’s management review of the report. After the approval of the client’s management team, we provide all necessary training to the users for easy adoption of changes. |
