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How to lose a project in 5 ways and how consultants, admins and end users can avoid these issues, Jasmine Ashley

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How to lose a project in 5 ways is a telling of scenarios and examples of 5 core activities present in a project that influence its outcomes. Roles, Communication, Tools, Testing and Documentation.
This session provides perspective from both the customer and the consultant experience, for customers who may be starting their salesforce journey it provides and checklist and insight into what they should expect when engaging with a consultant. For the consultant that has experienced one or many projects, it gives insight into the position of a customer, nostalgia for past project experiences and reinforces already established best practices.
This is for the consultant, customer and end-user to understand each other's position and expectations when starting a project to ensure the project's success.
If we all keep each other in check with these 5 core activities, we create success with a better project environment and the salesforce ohana that we strive for.

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How to lose a project in 5 ways and how consultants, admins and end users can avoid these issues, Jasmine Ashley

  1. 1. How to lose a project in 5 ways How consultants, admins & end users can avoid them. by Jasmine Ashley
  2. 2. #CD19 Implementation Consultant 6 years of Salesforce projects, proposals and pitches New Zealander (Kiwi) Living in London First time in Prague Jasmine Ashley
  3. 3. #CD19 Project Life cycle Planning Analysis Design Implementation Testing and Integration Maintenance
  4. 4. #CD19 An improvement on what we have A solution that everyone can use A solution that can be scaled up A solution that follows best practice A solution to be proud of One team Project Goals
  5. 5. #CD19 What is a lost project ? TIME COST QUALITY “functionality was not there” “we cant do our jobs as well as we expected" “6 months late” “people moved on to other projects” “staff resigned” “no budget left for later phases” “I was let go after the project”
  6. 6. #CD19 Visual Example– Tree House Project! Team Tree House
  7. 7. #CD19 Predicting the future No Testing No Documentation No Roles Wrong Tools No communication
  8. 8. #CD19 1: The Importance of Roles Responsibility, Ownership, Team Work, Escalation, Safety & Respect Project manager Resources Construction Security
  9. 9. #CD19 Roles, definitions, assignment Consultant Account manager Project Manager Solution Architect Technical Architect Business Analyst Implementation/ Functional Consultant Technical Consultant Quality Assurance Release manager Customer Sponsor Product Owner Project Manager Subject Matter Experts UAT Testers Trainer Administrator Change Manager Planning Analysis Design Implementation Testing and Integration Maintenance
  10. 10. #CD19 We lost the project with un-clear roles
  11. 11. #CD19 2: Communication Change management Internal communication – progress, risk, action, urgent External communication - stakeholders sponsors Email, phone, text, chat Praise / feedback
  12. 12. #CD19 THE STORY (consultant) The solution must be able to send out notifications to a user when a record has changed. THE ACCEPTANCE (client, customer) As a specific user I receive a clear notification that states key changes that have happened to a record when a record is changed. THE SOLUTION (what was built) A detailed email is sent to the record owner and a notification within the solution is sent that links to the record. The Confirmation of Done Planning Analysis Design Implementation Testing and Integration Maintenance
  13. 13. #CD19 Isolation Stakeholder confusion Increased costs Dropped Commitments Solution Confusion Blame Miscommunication
  14. 14. #CD19 We Lost the Project with NO Communication
  15. 15. #CD19 Who knows how to do what …. Play to your strengths Upskill in the build up Maintenance Administration assignment 3: Tools and skillsets Planning Analysis Design Implementation Testing and Integration Maintenance
  16. 16. #CD19 We Lost the Project with incorrect tools
  17. 17. #CD19 ”What is a test script and why do I care?” “I need this bug fixed now, I already tested it before, it should be fine” “deployments take too long, just do it in in production!” 4. The Importance of Testing
  18. 18. #CD19 IT IS THE ACCEPTANCE As a specific user I receive a clear notification that states key changes that have happened to a record when a record is changed. What is Testing ? Planning Analysis Design Implementation Testing and Integration MaintenanceBuild >Quality Assurance>User Acceptance > Real World How to know it is ready ? How to prove it has been checked? If it fails in the real world how do we find it ?
  19. 19. #CD19 Lost function, without testing it doesn't work
  20. 20. #CD19 Proposals and contracts. Estimates and timelines Solution notes and design Instructions and training slides Known issues and troubleshooting. 5: Documentation Planning Analysis Design Implementation Testing and Integration Maintenance We have just spent 500,000 on this project. Who is going to use it if they don’t know how ?
  21. 21. #CD19 Lack of documentation, lost adoption
  22. 22. #CD19 The Cycle of all 5 Roles Communication ToolsTesting Documentation TIME COST QUALITY
  23. 23. #CD19 Strong Team User ownership Achieving company goals Move on to more improvements Work together again Successful project completion
  24. 24. Thank you!

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