Add value while working from home

1. Validate key dashboards/reports that execs look at

Do the 3-5 dashboards/reports that the execs use to drive the business have accurate data?

For each dashboard

• Which reports feed it?
• For each report what fields are key?
• Are they the correct fields? (same name, but wrong field)
• Is the data correct, or has the way the field is being populated changes?
• How are these fields populated?
• Are the fields even populated or are they blank?

2. Reduce wasted time by improving high traffic page layouts

If I can simplify/add help to speed up each user by 1 min when they visit a page, and they visit it 5x per day and there are 100 users, that is 40hrs/week at their salary level

Which objects and page layouts are used most frequently

For each page layout for a record type

• Look at each field on the page layout ask 2 questions. “Can I remove it?” “Can I improve the current help text?”
• suggest removal of field
• look at description and copy to help text, or write help text

3. Remove unused managed packages

Managed Packages that are not being used could be a wasted license cost, or a minimum clogging up the Org by adding fields to standard objects and page layouts

For each managed package

• Look in Setup | Installed Packages for what it does and number of users
• Find out what it does and work out the key objects… i.e. Project Management – objects are Project & Sub-project Task
• See how many records in each key object.. was this just installed as a trial?
• Were any fields used in automation or code?
• See when records were last added
• See where the Managed Package is adding fields and page layouts to standard objects to see if they can be removed