Having a Salesforce Center of Excellence (CoE) correlates to higher ROI.
91% of respondents who report very high ROI say they have a way to manage best practices and roadmaps.
However, nearly 40% of organizations don’t follow that practice.
The scope of a Center of Excellence
Every organization’s Center of Excellence is different, but there are some common aspects. No matter what size project, these need to be in place. These are activities, not roles. The smaller the project, the lighter the touch.
Scope of a COE:
- Vision: strategic vision and direction for Salesforce for both the business and IT
- Leadership: Steering Committee and key sponsors in business and IT
- Governance: overall control of strategic direction, business cases, investment and risk management
- Change control: management of changes to all aspects of the project
- Methodology: the implementation methodology covering people, process and technology
- Standards: includes standards for analysis, documentation, metadata naming, coding, testing, communication, change management and training
- Metadata management: control of the Salesforce metadata across the deployment pipeline
- Architecture: technical architecture of Salesforce and how it relates to the integrated systems and InfoSec
- Change management: communications, organizational change and training to get Salesforce adopted
- PMO: the Project Management Office that manages the COE activities
- Tooling: platforms / apps / tools used to support the project
- Prototyping: innovation hub that builds out Salesforce prototypes to show the “art of the possible”
10K Advisors Research
The Project to Program research identified that 91% of customers with a very high ROI and 82% of customers who felt they were A players had a Center of Excellence.
CENTER OF EXCELLENCE ROUND TABLES
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DF2U CENTER OF EXCELLENCE ROUND TABLE
Elements.cloud is one of the key tools that underpins the Center of Excellence. Here is how:
- 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.
Accelerating the implementation lifecycle
Accelerating the implementation lifecycle is critical to increasing ROI
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