June 20, 2017

Context Diagrams for Project Scoping

We go over using Context Diagrams for defining the scope of a project. We cover the basic constructs of a Context Diagram - actors, use cases. Context Diagrams are a good first step for scoping a system and sets up the stage for estimating the project effort.
June 20, 2017

Context Diagram for Salesforce Implementation for a Non Profit Organization

In this video, we will go over the Context Diagram that we have been using to explain to non profits, the functionality that can be built out using Salesforce; more specifically using the Non Profit Success Pack (NPSP) from Salesforce.
June 14, 2017

Business Model Canvas – 3 of 3

In this video we discuss how the Business Model Canvas helps us in designing and building Salesforce CRM systems
June 12, 2017

Business Model Canvas – 2 of 3

In our client engagement building a Salesforce solution for the Program Management function at Mighty Writers, we have drawn upon the Business Model Canvas to get our arms around the operations and customer relationships of the non profit organization.
June 11, 2017

Business Model Canvas – 1 of 3

In this video, we walk you through the Business Model Canvas, a powerful framework we have been using for business analysis in our client engagements.
April 24, 2017

Beyond Users and Choosers – Sources for Salesforce CRM Requirements

The users and choosers of the system are the first source of requirements for Salesforce CRM implementations. The article discusses 5 additional categories of sources.
April 10, 2017

Look out for Tacit Assumptions when gathering CRM Requirements – ‘I thought it was obvious’ !

If you hear users say ‘I thought it was obvious’ , that is tacit assumptions and knowledge in play ! Using examples from Sales, Services systems and even Tennis, we explain tacit knowledge.
April 3, 2017

Personas for better user needs -“Would this make sense to Gus ?”

Personas help differentiate similar roles and identify nuances you need to build in to the CRM system to address varied user needs. We discuss examples of persons for sales and service systems.
March 27, 2017

10 Tips for Running Requirements Workshops for your CRM Projects

Tips for requirements workshops for your Salesforce CRM system. The tips span planning, facilitating and following up after your workshops
March 13, 2017

Planning Stakeholder Communication

Analyze the significant stakeholders for your CRM project and manage the activity levels with them. Maintain a plan showing the communication format and frequency with each one of them
February 27, 2017

Evaluating Portfolio of CRM Initiatives

A powerful visual tool to organize and evaluate a large number of initiatives is a simple 2 x 2 grid. It guides you in prioritizing your initiatives.
February 18, 2017

10 Tips for Requirements Gathering Interviews on your CRM Projects

Tips for requirements and current state analysis interviews for your CRM system. The tips span planning, conducting and following up after your 1-1 stakeholder interviews.
February 10, 2017

Top 5 Business Analysis Activities on a CRM Project, Beyond Requirements

A CRM Business Analyst’s activities include relating the project to the company strategy, managing stakeholders, preparing business case & project scope, driving user adoption.
February 9, 2017

Process of building a CRM Business Case

The article lists activities that go into preparing a business case – analyzing high level requirements, assessing costs and benefits, risks, solution options and then selling the case.
February 9, 2017

Strategic Themes for CRM Initiatives

Cross reference observations from your workshops and interviews analyzing current state and cross reference them against best practices to arrive at strategic themes