Implementation Services
Greenfield Implementation
The current IT leaders have been constantly looking out for ways to cut costs, improve operational efficiency and eventually build progressive business value. Even though they are proactive in their approach, IT landscape is constantly changing at breakneck speed and posing new challenges at every inflection point.
It is estimated that 70% of IT budgets are spent on ‘Keep the Lights On’ projects. If we can mitigate these money leaks with foresight and deep understanding of the mechanics of the business process, companies can hugely benefit from the incredible outcomes it brings to the table.
Brownfield implementation
Be it day-to-day transactional data for users or data for business leaders for decision making, our certified teams have the expertise in leveraging industry best practices and protocols to design and deliver complex yet simplified integration and data services which have become the foundation of our partners success.
Implementation Methodology
- Define business goals and objectives: What to achieve with Salesforce? What are the key business processes? What are the pain points and challenges?
- Gather data and requirements: Document the existing business processes, data structures, and requirements for the Salesforce project.
- Develop a project plan: Create a detailed project plan with timelines, milestones, and deliverables.
- Identify and assemble the project team: Identify the key stakeholders and team members who will be involved in the project.
- Communicate with stakeholders: Keep stakeholders informed of the project plan, progress, and any changes or challenges.
- Design the Salesforce solution: Design a Salesforce solution that meets the business requirements and aligns with the business goals. This includes designing the data model, user interface, workflows, and reports.
- Map your business processes to Salesforce: Map the existing business processes to Salesforce. This includes identifying the relevant Salesforce objects, fields, and relationships.
- Develop a data migration plan: Develop a plan to migrate your existing data to Salesforce. This includes identifying the data to be migrated, the migration process, and the data quality checks to be performed.
- Develop a testing plan: Develop a plan to test the Salesforce solution. This includes identifying the test cases to be executed, the data to be used, and the expected results.
- Develop the Salesforce solution: Develop the Salesforce solution according to the design and mapping specifications. This includes creating the custom objects, fields, relationships, workflows, and reports.
- Migrate the data to Salesforce: Migrate the existing data to Salesforce according to the migration plan.
- Test the Salesforce solution: Test the Salesforce solution according to the testing plan.
- Deploy the Salesforce solution: Deploy the Salesforce solution to the production environment.
- Train users: Train users on how to use the Salesforce solution.
- Provide support: Provide support to users as they begin using the Salesforce solution.
- Monitor usage and performance: Monitor the usage and performance of the Salesforce solution.
- Make enhancements: Make enhancements to the Salesforce solution as needed.
OUR EXPERTISE
Implementation Services
Salesforce implementations are commonly portrayed as technical journeys involving data migrations, integrations, and numerous configurations. However, at Megnity, we perceive them as transformative odysseys. Here, we collaboratively craft bespoke solutions empowering your business to realize its full potential.