Deploying your solution can present unique challenges. Whether you’re getting ready to onboard your first customers or you’ve been at it for a while and your deployments aren’t going as smoothly as they should, it can be tough to balance the need to quickly get your end-customers live with the pressure to simultaneously control costs, generate revenue, and improve service. In this webinar, CodeScience Deploy Lead, Kirbie Pillette, is joined by Place Technology CEO, Brandon Metcalf, to discuss how Place streamlined their deployments and what you can learn from their experience. In this webinar, you’ll learn: - Challenges you may encounter as you start deploying your product - How to leverage the Salesforce ecosystem to solve your services issues - Considerations and potential “gotchas” to keep in mind when recruiting SI partners - Insights to ensure successful deployments

2. Today’s Speakers:
Kirbie Pillette
Deploy Lead
CodeScience
Brandon Metcalf
CEO & Founder
Place Technology

3. Company Introductions

4. Who is CodeScience?
● Founding partner of the Salesforce Product
Development Organization (PDO) Program
● We partner with clients to build solutions
on the Salesforce AppExchange
● Named first Master PDO in 2017
● From design to build to implementation,
we support through the full lifecycle

5. Client success: 10% of the AppExchange

6. CodeScience client focus:

7. Brandon Metcalf
CEO & Founder
Place Technology
Welcome Brandon!

8. Connected live forecasting and planning software
for small and mid-market tech & service companies

9. Everyone wants real-time forecasting on-demand
Forecast
9
Sales &
Marketing
Accounting
(Historic)
Operations
Finance
(Future)
Investor
Deck
—
Confidential

10. • Capex and Dev Spend
Forecast
• Pricing
• Scenario Models
• Quarterly Reporting
• KPI Trends
It’s so complicated and hard to get the data in one place
10
Forecast
Operations
Finance
(Future)
Accounting
(Historic)
Sales &
Marketing
Pipeline & bookings
Excel
Subscription billing
CSV
Quotas
Partial Integration
• Hiring Plan
• HRM
• Support Desk
• Stripe Exports
• Vendor Subscriptions
• ”The Random One-offs”
• Historic Cash Flow & Starting Balance Sheet
• Divisional & Custom Reports
Investor
Deck
—
Confidential

11. By the time you get answers, you’ve either made a decision without data, deferred
decisions, or your model is inaccurate because the data was pulled a month ago
11
Forecast
Operations
Finance
(Future)
Accounting
(Historic)
Sales &
Marketing
This Still
Takes A Month!
Investor
Deck
—
Confidential

12. Brandon Metcalf
CEO
Kabe Vanderbaan
CTO
12
We know this problem because we had it
Talent Rover was a global software company for the
staffing and recruiting industry and was built on the
Salesforce Platform.
Customers ranged from small 5 to 10 employee firms, to
multi-billion behemoths such as Adecco Group, True
Blue, and Page Group
When we were a 50-person tech company, asking
questions much bigger than a 50-person company “Should
I build operations in Hong Kong”
100s of hours spent every month on forecasting what
would happen
We used the same models throughout the exit process,
because we knew the value based on a variety of scenarios
Investor
Deck
—
Confidential

13. We're doing for finance
what we did for staffing & recruiting
Acquired
by Bullhorn
March 2018
13
Founded in
2011
Raised ~$28M
from 15 angel investors
2017 Inc 500: 9th
-Fastest Growing
Software Company in America with
2800% Revenue Growth
8
Global Offices
Customers in
40 countries
Investor
Deck
—
Confidential

14. Multibillion-Dollar
Platform
Enormous
Existing Scale
Growing
Wonderfully
We love
14
$25.7B
Revenue
150,000+
Customers
We’re not the only ones who have exited on the back of “The Salesforce Growth Play”:
21%
Revenue Growth
in 2021
Great Reach Into Our
Target Segments
Loves
Working With
Us
$2.5B Existing
SAM
Referring
Business to Place
Investor
Deck
—
Confidential

15. Deployment challenges &
considerations

16. Lessons learned at Talent Rover
Product or
Services
Company?
Problems when
implementations
go sideways
SI vs internal?

17. Place Technology’s deployment solution
Partner with SIs
to help with
implementations
Leverage the
Salesforce
ecosystem

18. Considerations when choosing Partners
How do you recruit SIs?
What to look for in a great SI partner

19. Building strong partnerships
How to structure & maintain SI partnerships
Potential “gotchas” to be aware of

20. Top 3 tips for successful deployments
Have a
Deployment Plan
in place
Product
enhancements
vs
SI
customizations
Get outside help
if you need it!

21. You don’t have to go it alone

22. Challenges you may face when trying to deploy
● Need to create a professional services team from scratch
● Pressure to get end customers live quickly while simultaneously generating revenue
● Where and how to cap deployments and support?
● How to control costs while delivering high quality?
● Need to do more with small budgets and few resources
● How to measure capacity, quality and productivity?
● Once live, constant pressure to improve service and products

23. DEPLOY
PLAN &
SCOPE
REFINE
CodeScience approach to Deployment

24. Contact Us:
Thank you
Place Technology
hey@placetechnology.com
CodeScience
info@codescience.com