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SPEAKER
BARBARA
LASKOWSKA
Powerful Start -
the Key to Project
Success!
About me
Barbara Laskowska
Solution Consultant I Aquiva Labs
● BA→PO→Solution Consultant
● Helping ISVs to rock AppExchange
● Fan of humans
● Dreamin’ seasoned speaker
(FTD 22’, DreamOle 23’, London’s Calling 23’,
Polish Dreamin 24’, DreamOle 24’ )
I had a dream…
How to define a
successful project?
DreamOle Participants Answers
“Is the one that achieves its objectives within the allocated time, budget, and quality
standards.”
DreamOle Participants Answers
“Is the one that achieves its objectives within the allocated time, budget, and quality
standards.”
“When the team goal and the client satisfaction are aligned to get the best result.”
DreamOle Participants Answers
“Is the one that achieves its objectives within the allocated time, budget, and quality
standards.”
“When the team goal and the client satisfaction are aligned to get the best result.”
“It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied”
DreamOle Participants Answers
“Is the one that achieves its objectives within the allocated time, budget, and quality
standards.”
“When the team goal and the client satisfaction are aligned to get the best result.”
“It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied”
“Solution is easy to maintain and serves client’s needs.”
Why do we fail?
Typical Project Timeline
Discovery & Analysis
UAT &
SIT
Go-Live
Initiate
Project
Close
Build
DreamOle Participants Answers
“Is the one that achieves its objectives within the allocated time, budget, and quality
standards.”
“When the team goal and the client satisfaction are aligned to get the best result.”
“It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied”
“Solution is easy to maintain and serves client’s needs.”
DreamOle Participants Answers
“Is the one that achieves its objectives within the allocated time, budget, and quality
standards.”
“When the team goal and the client satisfaction are aligned to get the best result.”
“It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied”
“Solution is easy to maintain and serves client’s needs.”
3 X W
W
W
W
3 X W
Why we are here?
W
W
3 X W
Why we are here?
What we need to achieve?
W
3 X W
Why we are here?
What we need to achieve?
Who does what?
Let me introduce you
to my authorial framework…
People.
Business.
Technology.
Personal Experience
1. New customer, new industry.
2. New team.
3. New cloud.
Healthcare & Life Sciences
Business
Business
What is it?
Business
● Customer Business Model
○ Value Proposition
○ Products
○ Strategy
What is it?
Business
● Customer Business Model
○ Value Proposition
○ Products
○ Strategy
● Industry Knowledge & Latest Trends
What is it?
Business
What is it?
● Customer Business Model
○ Value Proposition
○ Products
○ Strategy
● Industry Knowledge & Latest Trends
● Competitors Analysis
Business
What is it?
● Customer Business Model
○ Value Proposition
○ Products
○ Strategy
● Industry Knowledge & Latest Trends
● Competitors Analysis
● Industry limits, regulation (e.g., HIPAA), policies,
best practices (e.g., for storing Patient data)
People
People
● Stakeholders and their:
○ Desires
○ Expectations
○ Mindset
What is it?
People
What is it?
● Stakeholders and their:
○ Desires
○ Expectations
○ Mindset
● Team members
People
What is it?
● Stakeholders and their:
○ Desires
○ Expectations
○ Mindset
● Team members
● End Users
Business→People
People→Business
Business→Technology
Business→Technology
Technology→People
It’s not too late…
People.
Business.
Technology.
Business
● Customer Business Model
○ Value Proposition
○ Products
○ Strategy
● Industry Knowledge & Latest
Trends
● Competitors Analysis
● Industry limits, regulation (e.g.,
HIPAA), policies,
best practices
What is it?
● Conduct Business Model Canvas
Session
● Create cheat sheets + glossary
● Search Google, LinkedIn,
industry pages for latest trends
● Look for Salesforce Customer
Success Stories
● Review Salesforce Industry
Blueprints
How to handle it?
Business
Salesforce Customer Success Stories
People
What is it? How to handle it?
● Stakeholders and their:
○ Desires
○ Expectations
○ Mindset
● Team members
● End Users
● Talk
● Observe
● Interact
● Create User Personas
Technology
What is it? How to handle it?
● Technical and functional
solutions
● UI designs
● Get as much from Business as
possible
● Study Salesforce Clouds Data
Models
● Request Single Demo Org via
Partner Community
● Read Customer Success Stories
Reminders
You will never satisfy
everyone!
Be authentic in
curiosity!
1 2 3
Every project is unique!
THANK YOU!
Let’s connect!

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Powerful Start- the Key to Project Success, Barbara Laskowska

  • 2. About me Barbara Laskowska Solution Consultant I Aquiva Labs ● BA→PO→Solution Consultant ● Helping ISVs to rock AppExchange ● Fan of humans ● Dreamin’ seasoned speaker (FTD 22’, DreamOle 23’, London’s Calling 23’, Polish Dreamin 24’, DreamOle 24’ )
  • 3. I had a dream…
  • 4.
  • 5.
  • 6. How to define a successful project?
  • 7. DreamOle Participants Answers “Is the one that achieves its objectives within the allocated time, budget, and quality standards.”
  • 8. DreamOle Participants Answers “Is the one that achieves its objectives within the allocated time, budget, and quality standards.” “When the team goal and the client satisfaction are aligned to get the best result.”
  • 9. DreamOle Participants Answers “Is the one that achieves its objectives within the allocated time, budget, and quality standards.” “When the team goal and the client satisfaction are aligned to get the best result.” “It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied”
  • 10. DreamOle Participants Answers “Is the one that achieves its objectives within the allocated time, budget, and quality standards.” “When the team goal and the client satisfaction are aligned to get the best result.” “It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied” “Solution is easy to maintain and serves client’s needs.”
  • 11. Why do we fail?
  • 12.
  • 13. Typical Project Timeline Discovery & Analysis UAT & SIT Go-Live Initiate Project Close Build
  • 14. DreamOle Participants Answers “Is the one that achieves its objectives within the allocated time, budget, and quality standards.” “When the team goal and the client satisfaction are aligned to get the best result.” “It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied” “Solution is easy to maintain and serves client’s needs.”
  • 15. DreamOle Participants Answers “Is the one that achieves its objectives within the allocated time, budget, and quality standards.” “When the team goal and the client satisfaction are aligned to get the best result.” “It’s enjoyable, teaches something, exceeds expectations, and the customer is satisfied” “Solution is easy to maintain and serves client’s needs.”
  • 17. 3 X W Why we are here? W W
  • 18. 3 X W Why we are here? What we need to achieve? W
  • 19. 3 X W Why we are here? What we need to achieve? Who does what?
  • 20.
  • 21. Let me introduce you to my authorial framework…
  • 23. Personal Experience 1. New customer, new industry. 2. New team. 3. New cloud. Healthcare & Life Sciences
  • 26. Business ● Customer Business Model ○ Value Proposition ○ Products ○ Strategy What is it?
  • 27. Business ● Customer Business Model ○ Value Proposition ○ Products ○ Strategy ● Industry Knowledge & Latest Trends What is it?
  • 28. Business What is it? ● Customer Business Model ○ Value Proposition ○ Products ○ Strategy ● Industry Knowledge & Latest Trends ● Competitors Analysis
  • 29. Business What is it? ● Customer Business Model ○ Value Proposition ○ Products ○ Strategy ● Industry Knowledge & Latest Trends ● Competitors Analysis ● Industry limits, regulation (e.g., HIPAA), policies, best practices (e.g., for storing Patient data)
  • 31. People ● Stakeholders and their: ○ Desires ○ Expectations ○ Mindset What is it?
  • 32. People What is it? ● Stakeholders and their: ○ Desires ○ Expectations ○ Mindset ● Team members
  • 33. People What is it? ● Stakeholders and their: ○ Desires ○ Expectations ○ Mindset ● Team members ● End Users
  • 39.
  • 40. It’s not too late…
  • 41.
  • 42.
  • 44.
  • 45. Business ● Customer Business Model ○ Value Proposition ○ Products ○ Strategy ● Industry Knowledge & Latest Trends ● Competitors Analysis ● Industry limits, regulation (e.g., HIPAA), policies, best practices What is it? ● Conduct Business Model Canvas Session ● Create cheat sheets + glossary ● Search Google, LinkedIn, industry pages for latest trends ● Look for Salesforce Customer Success Stories ● Review Salesforce Industry Blueprints How to handle it?
  • 47. People What is it? How to handle it? ● Stakeholders and their: ○ Desires ○ Expectations ○ Mindset ● Team members ● End Users ● Talk ● Observe ● Interact ● Create User Personas
  • 48. Technology What is it? How to handle it? ● Technical and functional solutions ● UI designs ● Get as much from Business as possible ● Study Salesforce Clouds Data Models ● Request Single Demo Org via Partner Community ● Read Customer Success Stories
  • 49. Reminders You will never satisfy everyone! Be authentic in curiosity! 1 2 3 Every project is unique!