This document discusses how large enterprises use platform governance to gain agility on Salesforce. It introduces Salesforce App Cloud and describes how both business and IT can benefit from a true partnership through a center of excellence. This partnership aligns goals, shares metrics for success, and defines repeatable processes and policies for teams to work together as one. The document also provides an example of how Schneider Electric established a network of excellence for platform governance that evolved over time as complexity and criticality of their Salesforce implementation increased.

1. How large enterprises
use platform governance
to gain agility

2. Introducing: Salesforce App Cloud
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield
Trusted and Connected Platform
Run all your apps on a trusted platform
Speed and Agility
Every employee can build fast with clicks or code
Complete Enterprise Ecosystem
Best place to learn, build, buy, and sell apps

3. Win one of ten SONOS speakers at the App Cloud Keynote!
App Cloud Product Showcase
Moscone North
IT Ranger Station in the Dev Zone
Moscone West, 2nd Floor
Thursday, September 17, 2pm — Moscone South
Tod Nielsen
EVP, App Cloud
Salesforce
Mike Anderson
CIO
Crossmark
Herry Stallings
AVP App Dev
USAA
Heather Quiqley-Allen
VP Marketing
Bosma Enterprises
Learn more about App Cloud:

5. AGENDA • INTRODUCTIONS
• THE CONFLICT
• Business vs. IT
• Agility vs. Rigor
• HOW TO SOLVE THE CONFLICT
• CUSTOMER EXAMPLE
• CONCLUSION - Q&A

6. Introductions
Irena Miziolek
Sr. Digital Manager, McKinsey & Company
irena_miziolek@mckinsey.com
Remi Poujeaux
VP of Customer Experience Innovation and Incubation & Domain Architect, Schneider Electric
remi.poujeaux@schneider-electric.com
Sovan Bin
Founder, Odaseva.com
sovan.bin@odaseva.com

7. Stormy relationship: Business vs. IT
Global research shows 37 percent of technology budgets now controlled outside of IT
departments; 79 percent of C-level executives believe they can make better
and faster decisions without the involvement of IT
Business ignores our
suggestions/constraints
Business can’t make up its
mind as to what it wants
IT is stubborn and
uncooperative; only wants to
play with new technologies
We pay the bill, IT needs
to serve us
IT can’t get anything done,
comes up with excuses
Business does not care about
providing necessary support,
and addressing technical debt
Business does not appreciate
the work we do
IT doesn’t understand
our needs
by Wakefield Research
http://www.avanade.com/en-us/press-releases/tension-between-the-it-department-and-business-leadership-forces-new-approach-to-delivering-technology-to-the-business-page

8. Solution : SaaS

9. Rigor
Agility
Business-led Salesforce Implementations:
• Great early agility, followed by mounting
complexity, and, sometimes, chaos
• Often without structure, or planning; may end up
with too many orgs, or sky-rocking process and
technical complexity.
Legacy
IT-led Salesforce Implementations:
• Attempt to copy existing legacy processes and
methodologies to a new platform
• After an initial promise becomes “just another
platform” in the enterprise
Conflict : Agility vs. Rigor

10. Rigor
Agility
Salesforce Implementations led by a true
partnership between Business and IT
● Alignment on Business Goals
● True partnership between IT and Business
● Repeatable processes
● Excellent tooling
Legacy
Mervyn King (Chairman: King Report)
Agility AND Rigor
It is clear that good corporate governance makes good sense.
The name of the game for a company in the 21st Century
will be conform while it performs.

11. How to solve the Conflict

12. 1
Center of excellence : Business and IT as one
Definition of governance
“Establishment of Policies, and continuous monitoring of their proper implementation, by the
members of the governing body of an organization.”
http://www.businessdictionary.com/definition/governance.html
Align on objectives
Share similar metrics of success
Plan and Prioritize together
Define policies and processes to work together
WORK AS ONE TEAM
IT
ProcessBusiness

13. DO IT FAST or DO IT WELL
Salesforce complexity
More orgs and/or sandboxes
More code, more objects
More integration
More data
Salesforce criticality
More business processes
More internal users
More customer users
More partner users
You need to increase the ratio
Business Value / cost-time
You need to decrease the risk
related to each new release

14. Platform governance : when rigor enables agility
People
with the right skills
with the right methodologies and processes
with the right tools
Reduce risk and accelerate your
technical release management
Tools
ProcessPeople

15. Develop your platform governance accordingly to your need
for rigor and agility
rigor
agility
BACKUP & RECOVERY
technical documentation
DATA deployment
METADATA deployment
DATA sampling
code versionning
sandbox management
test automation
DATA quality
data archiving
user story
development framework

16. Get the right tools at the right moment
time
cost
Acceptable cost
manual testing cost
time
risk
acceptable risk
manual testingrisk
time
cost
acceptable cost
manual weekly export
time
risk
acceptable risk
manual weekly export
Example1 : backup & recovery Example 2 : automated testing

17. Customer example
Schneider Electric

18. Schneider Org Usage Statistics
Desc. Custom
Objects
Apex
Classes
Triggers AppExchange Custom
Code
Standard 49
Schneider 527 1734 425 24 8,000,000
Managed 497 2959 213
Total 1073 4693 638 24 8,000,000
Objects Records
Accounts 3,185,428
Contacts 6,194,929
Cases 15,720,256
Opportunities 3,057,532
Leads 4,663,731
Case Stages 27,333,614
Tasks 26,018,620
Email Messages 15,000,000
User Type Count
Standard 34,257
Partner Comm 1 000 000
People who can
make change: 50

19. Schneider Network of Excellence
Legend
Salesforce.com Resource
Schneider Electric Resource
Process actor
bFO Change / Support actor
Solution actor
Business actor
bFO
Steering
Committee
bFO Change
Control
Board
bFO Program
Leader
IPO
Entreprise
Architecture
bFO Core Team
Process
Drivers
NoE
Animator
Process
Owners
Solution /
Integration
Team
Deployment
Team
Change
Team
Network of Excellence
Process Teams
Country
Presidents
Cluster Resource Contribution
In-Country Resource Contribution
Delegated
Admins
Champions
Customer
Experience
Business
Owners
Customer
Experience
Sponsors
Super
Champions
Trainers
Users
Data Quality
manager
Mater Data teams
Master data
Owners
Data
Stewards
IPO
SFDC
Premier
Support
Process
Advocates

20. Platform governance evolves with complexity / criticality
SCOPEENVIRONMENTSRATIONALE
Sales Cloud
Sales Cloud
Service Cloud
Sales Cloud
Service
Cloud
Force.com
Sales Cloud
Service
Cloud
Force.com
ISV
Prod
Prod
DEV
UAT
Prod
DEV
UATstaging
Prod
INT
UAT
DEV1DEVn
All in One Enable Testing
& Release
Enable Integration
With other systems
Continuous
Integration
Environmentmanagement

21. Platform governance evolves with complexity / criticality
#users
#businessprocess
COMPLEXITY
PROCESS
TOOLS
Sales Cloud
Sales Cloud
Service Cloud
Sales Cloud
Service
Cloud
Force.com
Sales Cloud
Service
Cloud
Force.com
ISV
Manual
Weekly
Export
Semi automated
Dataloader
Automated
odaseva.com
Databackup
Automated
odaseva.com
5k users
1M users
20k users
10k users

22. Conclusion

23. What we have talked about…
• Business & IT : Center of Excellence to the rescue
• Agility & Rigor : Platform Governance to the rescue
Homework
if IT, get involved in Business
• Get a better understanding of Business Goals
• Identify 3 areas where you can accelerate release management
If Business, get involved in IT
• Get a better understanding of Sandbox management on salesforce
• Identify 3 areas where rigor will enable more agility in your context
Continuous improvement
CONCLUSION

24. Questions

25. Thank you