This document discusses project management and its benefits. It begins by stating that projects are common in many organizations and industries. It then provides an overview of project management principles and how project management can be used with Salesforce. The document defines what a project is as a temporary endeavor to create a unique product or service. It lists some administrative examples of projects. It then discusses signs that someone has been practicing project management informally. Finally, it outlines benefits of project management, such as defining a plan, increasing collaboration, measuring performance, and allowing for better resource visibility.

1. Why Project
Management?
Because projects are everywhere!

2. Lead Solutions Engineer
Bri Snook
I am a Lead Solutions Engineer at Cloud Coach, a
local Salesforce AppExchange vendor specializing
in Project Management.
During my time at Cloud Coach I’ve implemented
project management solutions for firms ranging
from SMB’s through large scale industry leaders
across Healthcare, SAAS, and Education

3. Overview
Principles of Project Management
Benefits of Project Management
Project Management + Salesforce
Demonstration
Q&A

4. What really is a project?
Project: Temporary endeavor undertaken to
create a unique product, service, or result
Translation: An activity that is not a part your usual workday
routine
Admin Examples:
● Salesforce Release Testing
● New App Integration
● Onboarding new employees
○ Training Plans
● Creating a Customer Community
Setting overall project
direction and defining
project objectives
INITIATING
Formalizing
acceptance of the
product of the project
and bringing the
project itself to an end
CLOSING
Carrying out the plan
EXECUTING
Measuring progress and
taking corrective action
when necessary
MONITORING &
CONTROLLING
Devising a workable
scheme to accomplish
an objective
PLANNING

5. Signs that you might have been a PM all
along...
● Strategy - You listen to problems from your business and come up with solutions
● Initiation - Planning is involved to ensure success of unique activities before commitment
● Timelines - You have activities with set deliverable dates and overall due dates
● Communication - You require collaboration with other employees in your organization
● Transparency - You report status of your initiatives to key stakeholders

6. Benefits of Project
Management
(Even for small teams)

7. Benefits of Project Management
● Defines a plan
● Increase collaboration
● Allows us to realize benefits
a. KPIs
● Allows us to measure performance
a. Schedule
b. Financial
c. Resource
● Allows for better resource visibility and
decision making
● Sets expectation for change
● An audit trail for all the knowledge
you’ve gathered in the process

8. Demonstration!

9. Thank you.