Project proposal for mooi Opportunity

1. mooi
Customer Community Proposal
Prepared for mooi
9/27/18

2. Agenda
1. Our Understanding / Business Objectives
2. Scope & Solution Approach
3. Client Examples
4. Delivery Methodology
5. Timeline/Budget Overview
6. Next Steps
2

3. Our Understanding
Background
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Key Objectives
▸ Objective 1
▸ Objective 2
▸ Objective 3
▸ Objective 4
▸ Objective 5
▸ Objective 6
3

4. Guiding Requirements & Capabilities
4
ID
Capability /
Grouping
Description
1 Partner Community
Foundation partner community set, security and
data model
2 Deal Registration
Deal Registration capability flow, pages, layouts,
validations and approvals.

5. Detailed Requirements
5
Capability 1
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vulputate velit ac interdum posuere. Nullam vitae quam elit. Duis tincidunt convallis enim eu egestas. Nulla id enim quis
nibh vulputate ultricies. In in velit id nulla accumsan egestas vitae nec magna. Proin pellentesque metus id hendrerit
lacinia. Donec pharetra quam sit amet enim hendrerit luctus. Sed bibendum feugiat consectetur. Nulla vel finibus sapien.
Cras sodales purus nec orci sollicitudin, vel maximus ex semper. Proin eu augue auctor, blandit sem vel, fermentum
dolor.
Capability 2
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vulputate velit ac interdum posuere. Nullam vitae quam elit. Duis tincidunt convallis enim eu egestas. Nulla id enim quis
nibh vulputate ultricies. In in velit id nulla accumsan egestas vitae nec magna. Proin pellentesque metus id hendrerit
lacinia. Donec pharetra quam sit amet enim hendrerit luctus. Sed bibendum feugiat consectetur. Nulla vel finibus sapien.
Cras sodales purus nec orci sollicitudin, vel maximus ex semper. Proin eu augue auctor, blandit sem vel, fermentum
dolor.

6. Client Examples
6
Client 1
Client 2
Client 3

7. Project Delivery Methodology
7
Our way is an iterative validation approach that allows a business audience, field user
groups, and application owners to participate and verify the solution from the start of the
project.

8. Preliminary Timeline
8
Tracks
Project
Initiation
(2 wks)
Define & Design
(4 wks)
Design
Signoff &
Build Prep
(1 wk)
Sprint1
(3 wks)
Sprint2
(3 wks)
SIT / QA /
UAT
(3 wks)
Go Live
Planning /
Cutover
Solution
Definition
and Design
Technical
Design,
Config.and
Build
Testing &
Launch
Planning
Focus Areas ▸ Cohesive
project plan
across all
workstreams
▸ Establish
project
controls /
RACI
▸ Baseline Wireframe /
Information Architecture
▸ Finalize solution architecture
▸ Release 1
Plan
▸ Environme
nt Strategy /
Setup
▸ Develop,
Configure,
Test
▸ Sprint
Demo
▸ Develop,
Configure,
Test
▸ Sprint
Demo
▸ Final issue
resolution
▸ End-to-end
integration
and
regression
testing
▸ Launch
checklist
▸ Cutover
readiness
Detailed user story grooming, requirements management
UX/Design Iterative UX/Design Enhancements
Operational Training & Launch Readiness
Configure, Build, and Bug Fix
UAT / Production Resolution
Bug FixesTechnical Design
Functional Testing
Release
Planning
Test Planning
Review User Stories
Change Management Planning (Communication, Training, Incentives)

9. Professional Services Investment
9
Phases Duration Efforts Estimates
Prepare & Onboard X Weeks XX hours $$
Define & Design - Solution Design X Weeks XX hours $$
Configuration, Build and Testing X Weeks XX Hours $$$
Launch and Activation X Weeks XX Hours $$
Professional Services Investment X Weeks X,XXX hours $$$$
Accelerators n/a $$$
Total (PS & Accelerators) XX Weeks X,XXX Hours $XXX,XXX

10. Professional Services Investment
10
By Team Role
Team Role Hours List Rate (USD) Total Investment
Technical Lead XX $XXX $$
Technical Architect XX $XXX $$
Business Analyst XXX $XXX $$
Project Manager XXX $XXX $$
Principal Consultant XX $XXX $$
IA/UX X $XXX $$
Designer XX $XXX $$
Front End Developer XX $XXX $$
SFDC Developer XXX $XXX $$
Total XXXX $$$

11. Project Team
11
Role Resource Profile
Principal Consultant
▸ Provides delivery oversight and governance
▸ Ensure project governance meets quality standards
▸ Leads Business process workstream and Business Process Analyst
▸ Uncover Client’s business processes and requirements to ensure the solution
addresses their specific needs and objectives
Project Manager
▸ Works to resolve issues as appropriate, serves as first-level escalation point
▸ Manages project scope, schedule, budget, and resources
▸ Coordinates day-to-day and milestone-based project activities
▸ Leads regular project status meetings and produces status reports

12. Project Team
12
Role Resource Profile
Technical Architect
▸ Provides the technical translation of the defined business requirements
▸ Considers all applications that will interact with Salesforce, making sure that the
solution is compatible across systems
▸ Advises on the best methods for tackling complex technical requirements
Technical Lead
▸ Day-to-day oversees developer output and manages overall technical solution
▸ Responsible for ensuring developers follow proper development standards
▸ Oversees promotion of functionality through the development and testing
environments
Front-End Developer
▸ Developer(s) responsible for design and user interface work
▸ Well versed in front-end, development languages such as HTML, CSS, JavaScript
Salesforce Developer
▸ Developer(s) responsible for configuration and development of the Salesforce
platform
▸ Well-versed in Salesforce native functionality, as well as Apex, VisualForce,
Lightning SFDC-specific development languages

13. Project Team
13
Role Resource Profile
Design Lead (Designer)
▸ Partner with client to validate design and facilitate communication to team
▸ Analyzes business requirements and community use cases
▸ Develops information architecture (IA)/sitemap of the to-be Salesforce community
▸ Incorporates client branding/look and feel within community designs
IA/UX Lead (AI/UX)
▸ Develops information architecture (IA)/sitemap of the to-be Salesforce community
▸ Incorporates client branding/look and feel within community designs
Business Analyst /
QA Analyst
▸ Gathers and documents business processes and requirements, manages
requirements
▸ Supports workshops and preparing workshop documentation and deliverables
▸ Supports test case definition, testing processes and test execution to confirm
requirements are satisfied
▸ Responsible for quality of solution, testing functionality once developed or fixed.
▸ Executes test plans/scripts during QA phase
▸ Tracks issues/bugs for resolution by development team