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Abstract
Since the Mythical Man Month was first written in 1975 by Fred with simple configuration options allowing you to expose existing
Brooks, project management of IT systems has been a constant customizations to your users. As such, Salesforce is much more
struggle to manage time, cost, and quality, as plans slip, budgets of a business tool, developed with business users in mind,
soar and scope creeps. The premise of this book was based maximizing the value of consumer technologies as opposed to
on a common misconception amongst project managers. The the limitations of many on-premises, IT-centric systems.
secret to meeting software delivery timelines is not simply adding Allows your business to scale One of the biggest
manpower. More recently, business leaders in small, medium, advantages of leveraging the cloud is that Salesforce comes
and large organizations view Salesforce as a tool that needs to ready to support your business requirements whether you are
be implemented quickly and leveraged often to manage business a five-person startup or a 100,000-employee multinational
goals. To successfully meet these requirements, effective project business. Based on this scalability, you will find just as many
management processes will help minimize risk and lead to faster successful Salesforce implementations in SMBs as in large
results and business value with Salesforce implementations. This enterprises.
white paper offers a project managers perspective on the best
Access anytime, anywhere In an always-connected world,
way to choose an approach for success with your next Salesforce
mobile CRM delivers increased access and mobility to sell on
implementation.
the go. It also gives your IT department a platform on which
to build your enterprise mobile strategy. Connected apps.
Why is Salesforce Unique? Connected devices. Connected customers. Salesforce allows
Technology stacks for most businesses today have evolved to you to easily become a connected enterprise with APIs, mobile
include not only the large enterprise platforms, but now more tools and more, to sell, service, and market to your customers
nimble and flexible business systems like mobile apps and like never before.
devices and cloud technology. So why does Salesforce need
special mention when it comes to implementation? While there Because Salesforce is such a unique, simple, business-ready and
are many differentiators and unique facets of Salesforce, there scalable tool, its implementation needs to be supported by a project
are four significant areas where the platform accelerates a CRM methodology that benefits the project team as much as the end
implementation: business users. So, how can project stakeholders, IT directors and
lead Salesforce implementers ensure that their projects dont spiral
Ease of use out-of-the-box Salesforce is a straightforward out of control, while ensuring that they dont make the mistake of
solution that almost any budding sales operations manager choosing a methodology that doesnt fit their business? Lets take a
or service technician can use without a large learning curve. deeper look.
This means that firms implementing Salesforce can quickly
understand what they are getting and wont have long lifecycles
Evaluating Project Management
to endure before realizing value for the business.
Customizable to fit business needs Salesforce comes Methodologies for Implementing
ready to meet current customer engagement needs and even Salesforce
transform how you do business today. Custom objects, fields,
Within the project management community, there are a number
tabs, user profiles, UI/UX, and the application development
of well-worn and well-used solutions, even before the Mythical
platform are more user-friendly and robust than other solutions,
Agile Methodology
Agile (Figure 2), and its cousin Scrum (not to mention XP, Crystal,
DSDM, etc.), define a different approach to project management Figure 2: Agile Model
Cons of using the Wagile model when deploying Salesforce An early decision about methodology in your next implementation
include: should not be taken lightly. With the right approach and a team that
Clarity As a non-traditional approach, Wagile needs to be can implement it with confidence, your Salesforce project has every
identified early and the process agreed upon by all parties. chance of success!
Salesforce will benefit from being exposed to users early, but if
the team is expecting to have a product backlog and the project
manager is expecting to test at a specific time, this method may
not work.
Conclusion
Choosing the right project management methodology when
implementing Salesforce is potentially more important than the final
deliverable. It will ensure this easy-to-use, tailored, and scalable
product is delivered on time, on budget and within scope. The
right methodology will also help ensure that Salesforce is used by
delivery teams from day one, and respected by leadership to deliver
the right information to make important business decisions.
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