Run Salesforce like a top race team

91% of successful Salesforce implementations have a Center of Excellence*

 

 

*10K Advisors: From Project to Program survey

 

What goes on tour... is more than just the band

They have a Center of Excellence*

 

*Tour dates, sound, lights

promotion, ticketing,

roadies, merch...

 

 

It takes an extended team to deliver these results

Employees.

Suppliers.

Volunteers.

Donors.

Investors.

The top teams have won before they've left the dock

 

*Boat prep, team, tactics, tides

weather forecasts, food, beers...

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Center of Excellence

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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 CTO / COO

DEEPER DIVE


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

DEEPER DIVE

WHAT IS A CENTER OF EXCELLENCE


If you break it down, it’s (a CoE) just a simple way of delivering incremental regular change to the business and adding ongoing business value quickly. It’s a way of ensuring that business and IT become one, in steering and governance and they get rid of those historic silos.

MARK HILL GLOBAL CIO


As a leader, you really need to look from the outside in and have an eye on the business. Because it’s less about technology in my opinion, than it is about the business and truly understanding what are the levers that we’re trying to pull.

LEO MINERVINI, GLOBAL CIO

DEEPER DIVE


Whether you’re a tiny organization or a very large organization, you’re still trying to maximize the return on investment of your spend on Salesforce. I view the center of excellence being the manifestation of, almost a philosophy, which is you are trying to run what you do as well as possible.

ADRIAN KING COO / CTO

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WHY YOU NEED A CENTER OF EXCELLENCE


Organizations have all these different business units and they all have Salesforce. They all have autonomy. They make their changes and they live in their little silo. Bringing them together is the biggest challenge.

JAY NOBLE SVP SALESFORCE PRACTICE LEADER


One of the typical questions that I’ll ask an organization is, do they have a clear and documented Salesforce vision. A high percentage of the time. I get mixed answers around that. The reality is most of the time the answer is no, and then the follow on question to that is, if they do have one, is your management team fully on board with that plan?

CARTER WIGELL CEO


I think a lot of times when you get into IT departments in particular, there’s a thirst and a desire to really show what they can do. Next thing you know, you’ve got an over-engineered Mercedes-Benz when you just needed a Chevy. I think the challenge for us is that when you over-engineer processes, you actually add more complexity which defeats the purpose of speed.

WILL ANASTAS CRO

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 CRO


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

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THE PLATFORM TO POWER YOUR CENTER OF EXCELLENCE

Elements.cloud 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.

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