Analysis & Planning Stage 1
Schedule assessment
10/02/2021
14/02/2021
Stakeholders and contributors identified, session planned
Analysis & Planning Stage 1
Prepare assessment
10/02/2021
15/03/2021
List of SF features exported, document established to act as record of inputs and discoveries
Analysis & Planning Stage 1
Carry out assessment
17/02/2021
17/02/2021
One hour session carried out, discoveries recorded
GO: Useful information gathered, clear what features need to be added, repeat session as planned
STOP: Less useful information gathered, more questions than answers
19/02/2021
19/02/2021
Session was not useful - too many questions and problems encountered, and not enough practical information to move forward. New plan needed
Schedule workshop with local team. Design template for the workshop.
21/02/2021
08/03/2021
Decided to work with one team more closely and try and build out a feature list from there, and manage a bulk upload on a smaller scale before moving ahead.
Workshop with local team (Dom Rep)
09/03/2021
09/03/2021
Held session with the team, discovered many possible scenarios and features that need to be added/considered
Complete feature list assessment
10/03/2021
21/03/2021
What needs to be added, in what format, what is essential vs non-essential, how should they be structured, within what objects etc? Focus on simplicity and only adding what is logical, simple etc
Upload form completed
21/03/2021
26/03/2021
Dom Rep team to add all their supplier information into the form, ready to be uploaded
Add features to Salesforce
22/03/2021
23/03/2021
AJ adding all the essential features to Salesforce
GO: Forms completed, confident we have the most important features added and ready, and all suppliers added
STOP: Forms not completed correctly, too much data missing, misalignment between template and actual features
26/03/2021
26/02/2021
We’re already happy with what has been sent, and have already begun uploading suppliers.
Upload all Dom Rep suppliers
24/03/2021
26/03/2021
Uploading all the suppliers into Salesforce for the Dom Rep team
Call with Dom Rep team
26/03/2021
26/03/2021
Walk-through the upload and give instructions on completion (adding extras that couldn’t be uploaded eg marketing info)
Check-in during the week and follow up call
29/03/2021
02/04/2021
Discover any problems/challenges, any additional features that need to be added/revised
Schedule call with Italy Team
24/03/2021
26/03/2021
Scheduling call with Italy team
Session with Italy - review template
29/03/2021
02/04/2021
Introduce plan, the template, ask team to review the template and suggest any features that may be needed for their region
Add features/revisions
29/03/2021
02/04/2021
AJ to add any additional features as needed
Complete template with all suppliers
29/03/2021
02/04/2021
Italy team to complete a final list of all suppliers
GO:
Track 1 - usage has been consistent, no major concerns raised, uploading worked as planned.
Track 2 - form complete, all suppliers added, features mapped accordingly, confident the most essential info is recorded
STOP:
Track 1 - too many errors or questions occurring around certain features, some features missing, bugs or inaccuracies in the upload
Track 2 - too many features missing from SF to support the suppliers that need to be uploaded
02/04/2021
02/04/2021
Bulk upload for Italy
05/04/2021
09/04/2021
Bulk upload all suppliers for Italy team
Monitor, feedback
05/04/2021
09/04/2021
Check-in with LC and see how the import was handled, any issues
GO: Both teams are using SF correctly, there have been minimal errors (outside of tolerance) and we’re happy that we have the most essential fields and features added and mapped correctly
STOP:
Too many errors or inconsistencies with uploaded data, still too many questions from teams and mistakes being made.
09/04/2021
09/04/2021