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September 4, 2017
User involvement is typically high during requirements and UAT. Here we highlight some methods to increase user involvement during design phase to strengthen solution design and increase adoption.
July 17, 2017
In this Varasi Solution Design series video we cover integration API design and factors to consider while picking the right place to apply business rules
July 10, 2017
In this video, we discuss the simple questions of What, Who, How, When, Where, and Why from the field of Journalism to get an understanding of current state and needs for the future from a Salesforce Sales Cloud system.
June 20, 2017
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
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.
April 24, 2017
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 17, 2017
Salesforce frequently gets ranked as one of the most innovative companies in the world. It is natural to focus on the wonderful platform and products Salesforce […]
April 3, 2017
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.
February 7, 2017
How effectively you drive adoption among your customer facing staff to bring enduring changes in business processes and behavior will define the success of your Salesforce initiatives.
February 6, 2017
In this article, we share a simple artifact from one of our client engagements that captures various stakeholder groups and what each one valued in a […]
February 4, 2017
Your Salesforce CRM project may be one of several types. ‘Build from Scratch’',• Automation of manual CRM process, Migrations, Enhancements and re-designing current processes