Round Table

Center of Excellence Insights

What is driving the need for a Center Of Excellence?

All those organizations are always changing the way they’re interacting with the customer. So I think the platform itself requires a set of excellence so that you could keep up with the opportunities that you have to service your customers better constantly.

Lou Fox

So we’re seeing a lot of pull from clients going, all right, the good news was, it was really easy to develop in Salesforce and the bad news was it’s really easy to develop in Salesforce, and now we need to start applying some organizational discipline around it, otherwise we’re gonna run ourselves into problems.

Jay Noble
SVP Salesforce Practice Leader


Get an invite to next Round Table and access to recordings of the earlier ones

What is a center of excellence underpins the Center of Excellence. 

The platform to power your Center of Excellence

  • Methodology: The implementation lifecycle can be clearly documented, clearly understood and easily accessible as a process map. Mapping the methodology will streamline it, driving out waste, eliminating bottlenecks and breaking down organizational silos.
  • Standards: Attaching documented standards to the related steps in the methodology ensures they can be consistently applied.
  • Governance: Project risks are reduced in 3 areas; a consistently applied methodology, better business analysis of the changes required, and technology impact analysis.
  • Change control: Managing the business requirements, metadata and associated documentation
  • Metadata management: Control of the Salesforce metadata and integrated apps across the deployment pipeline
  • Architecture: ERDs can be drawn as process maps connected to metadata items and technical specifications
  • Change management: Process maps are used as training materials with attached documentation. In-app popup help is inside Salesforce with rating and tracking. Feedback can be captured from end users “in the moment” inside Salesforce.  Training records are created when user sign-off compliant processes.

Why you need a center of excellence

How to get started

I’m an incredibly data-driven CRO – I thirst for data. I also appreciate what it takes to build and create these systems having come from that environment at Salesforce. So for me, it was just understanding what I had and then strategically looking out at the business and saying, what don’t I have in order for me to make well-informed decisions?

Will Anastas

In the environment I’m in now, given the scale and the growth, starting with a program management office, essentially driving a framework around how we’re executing against digital transformation and cross-functional initiatives is bar none, extremely urgent. It’s critical to our business. We want to make sure that we’re making the right investments and we’re getting the ROI.

Leo Minervini
Global CIO

Sign up

Register for event