Salesforce Roll-Out
Salesforce Roll-Out
Plan
Stage
Task
Started
Completed by
Status
Comments
1
Analysis & Planning Stage 1
Schedule assessment
10/02/2021
14/02/2021
✔️Complete
Stakeholders and contributors identified, session planned
2
Analysis & Planning Stage 1
Prepare assessment
10/02/2021
15/03/2021
✔️Complete
List of SF features exported, document established to act as record of inputs and discoveries
3
Analysis & Planning Stage 1
Carry out assessment
17/02/2021
17/02/2021
✔️Complete
One hour session carried out, discoveries recorded
4
STOP/GO
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
🔴STOP
Session was not useful - too many questions and problems encountered, and not enough practical information to move forward. New plan needed
5
Dom Rep
Schedule workshop with local team. Design template for the workshop.
21/02/2021
08/03/2021
✔️Complete
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.
6
Dom Rep
Workshop with local team (Dom Rep)
09/03/2021
09/03/2021
✔️Complete
Held session with the team, discovered many possible scenarios and features that need to be added/considered
7
Dom Rep
Complete feature list assessment
10/03/2021
21/03/2021
✔️Complete
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
8
Dom Rep
Upload form completed
21/03/2021
26/03/2021
✔️Complete
Dom Rep team to add all their supplier information into the form, ready to be uploaded
9
Dom Rep
Add features to Salesforce
22/03/2021
23/03/2021
✔️Complete
AJ adding all the essential features to Salesforce
10
STOP/GO
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
🟢GO
We’re already happy with what has been sent, and have already begun uploading suppliers.
11
Testing
Upload all Dom Rep suppliers
24/03/2021
26/03/2021
➡️Ongoing
Uploading all the suppliers into Salesforce for the Dom Rep team
12
Testing
Call with Dom Rep team
26/03/2021
26/03/2021
🚫Not Started
Walk-through the upload and give instructions on completion (adding extras that couldn’t be uploaded eg marketing info)
13
Testing
Check-in during the week and follow up call
29/03/2021
02/04/2021
🚫Not Started
Discover any problems/challenges, any additional features that need to be added/revised
14
Italy
Schedule call with Italy Team
24/03/2021
26/03/2021
✔️Complete
Scheduling call with Italy team
15
Italy
Session with Italy - review template
29/03/2021
02/04/2021
🚫Not Started
Introduce plan, the template, ask team to review the template and suggest any features that may be needed for their region
16
Italy
Add features/revisions
29/03/2021
02/04/2021
🚫Not Started
AJ to add any additional features as needed
17
Italy
Complete template with all suppliers
29/03/2021
02/04/2021
🚫Not Started
Italy team to complete a final list of all suppliers
18
STOP/GO
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
19
Testing
Bulk upload for Italy
05/04/2021
09/04/2021
🚫Not Started
Bulk upload all suppliers for Italy team
20
Testing
Monitor, feedback
05/04/2021
09/04/2021
🚫Not Started
Check-in with LC and see how the import was handled, any issues
21
STOP/GO
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
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