August 2015 Governance Final 20150804.pptx
- 1. Feature Focus: Introduction to Salesforce Governance Release Readiness & Feature Adoption Webinar 5th August, 2015
- 2. Release Readiness & Feature Adoption Your collaboration group for exploring features and increasing your ROI with Salesforce Sam Achuff bit.ly/SamAchuff Join the group: http://bit.ly/ReleaseReadinessSalesforce Elna Miller bit.ly/ElnaMiller Presented by: Your Release Readiness & Feature Adoption Salesforce Community Team Your hosts – and some logistics
- 3. Today’s Speakers James Burns Director - Governance Architect, Customer Success
- 4. Safe harbour Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward- looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 5. Today’s Focus Discussion on what you should consider to make your Salesforce projects successful Special Demo included • Trailhead • Change sets • Force.com Migration Toolkit Audience: Administrators, Salesforce project managers, developers with a knowledge of Salesforce customization capabilities
- 6. Poll: What tool do you use to move changes from Sandbox into Production?
- 8. What is Governance? Oxford dictionary - The action or manner of governing a state, organization Salesforce - It’s the processes you put in place to • Develop • Enhance • Support • Administer Your Salesforce environment
- 9. Start small – focus on your Challenges Mature Oak Tree Acorn Sapling Young Tree
- 10. What's different about Salesforce projects? Business engagement Project has a start but no finish Speed
- 11. North Star - Program Charter Requirements - Business Backlog Collaboration & Communication Software Engineering 101 - Technology Release Management Acorn Processes
- 12. Our most successful customers have a Program Charter in place. • This outlines the vision for the program based on • Business Goals • Business strategies to achieve these goals • Measurable KPI’s • Input from all Business Units involved within the program • Owned by the Executive Sponsor(s) The Charter should be the document which is referenced during the prioritization of the requirements Outline the Program scope and phases with timeframes where the Business Goals will be recognised (KPI’s) Since most Salesforce solutions are not islands and involves multiple technologies, the Charter should briefly define the scope of each technology Communicated to all program members, users and stakeholders Program Charter (North Star)
- 13. Due to the nature of the Salesforce platform, you are able to deliver solutions to the business very rapidly. To achieve a high business value the business needs to own the backlog and hence the user stories Using the Charter & KPI, the business needs to prioritize the user stories • IT needs to help in the sizing of the user stories and what can be delivered in each release based on IT capacity If the Business has a practically requirement which can’t be met due to IT capacity constraints, they can develop a business case to secure additional funding for this requirement which will allow IT to increase their capacity. Business Backlog (Requirements)
- 14. Based on experience the biggest cause of challenges during a project lifecycle is the lack of communications between all the stakeholders and interested parties including the end users. It is important to put in place a clear communication strategy, and the first document to share is the program charter which will make sure everybody is on the same page. Also consider • Program newsletters • Program web site or chatter group • User group meetings • Vignette videos showing users get value from the system Collaboration & Communication
- 15. Many of our customers have well established Software development lifecycle processes, however when they start using Cloud technologies and specifically Salesforce, they ignore these best practices and processes. Consider implementing some of your on premise best practices: • Development Processes – enhancements are done within Sandboxes • Try to automate the migration via source control • Define a Sandbox architecture with regular refresh schedule • Testing – unit & UAT Technology Change Management (Software Engineering 101)
- 16. Demo + Some Q&A Trailhead Changesets Force.com Migration Toolkit
- 17. Best Practices
- 18. Data Model Think configuration before coding Standardise and simplify your business processes Limit Page Layouts & Record Types Security – Keep it Simple Integration Design
- 19. Roadmap Break fix / urgent requests Minor Major Salesforce
- 20. Nothing However! • Templates • eMail • Dashboards • Report • User Management • Knowledge Management Other follow Decision Tree What can be changed in production
- 21. Decision Tree Requirement Does affect Another Application Does affect Another Process Does it Involve a Data Change No No No Yes Yes Yes IMPACT Analysis Does it Involve a UI Change No Implement with Test Plan Update Source Control Yes Make sure all view are considered No Yes Add to Backlog & Add to Roadmap
- 22. System Manager System Administrators Developers Administrators Roles & Responsibilities
- 23. Usability & Simple to use Persona's Value End user feedback Adoption
- 24. Summary
- 25. Summary
- 26. Q&A Remember to post your follow-up questions in Release Readiness & Feature Adoption
- 27. Save the Question/Chat Log! Why: All the links we’ve posted in the chat widget and your personal answers will be listed!
- 28. Resources
- 29. Go faster with Accelerators today Targeted engagements that deliver results for Premier customers Accelerator site Weekly Thursday 9am PDT meeting to learn more about accelerators: www.salesforce.com/accelerators- webinar
- 30. Valuable Resources Essential follow ups from today’s session 1. Post your most criticle question in Release Readiness & Feature Adoption today Use the hashtag #RRFA 2. Download this deck so you have this information Download Download View
- 31. Learn with Trailhead Get your badge!
- 32. What are Circles of Success? These are small group clinics with other Salesforce customers focused on adoption-related topics. These 60-90-minute, live, interactive, virtual discussions (not webinars) are unscripted and consultative in nature and are hosted by Salesforce experts. Register for a circle today! Circles of Success Manage Change for Small Businesses Change Management for Medium to Large Sized Businesses
- 33. Webinars To Drive Feature Adoption Register Wednesdays 9am Pacific Time 8/12 - Introduction to Integration 8/19 - Sandbox Best Practices 8/26 - Application Rationalization in the Enterprise 8/5 - Introduction to Salesforce Governance August: It's Enterprise Architecture Salesforce will cover a whole roadmap of topics that resonate with all companies. We start out with best practices for governing your processes, then we focus on Integration pattern best practices to connect your landscape. From there we dive into Sandbox best practices and end the month with a look at Enterprise Application rationalization.
- 34. Thank you