Overview
This case study highlights the challenges faced by a client in a Salesforce Implementation project and the solutions we provided them. The client approached us with an urgent problem of project delays and inaccurate planning by previous consultants. We promptly assessed the client’s needs, conducted resource screening, and successfully provided four qualified consultant candidates in a remarkably short timeframe.
Challenges
Our client faced significant challenges due to delays and inaccuracies in the planning phase. The previous consultants had failed to anticipate the complexities of the project, resulting in missed deadlines and project inefficiencies. As a result, the client experienced frustration, financial losses, and a loss of confidence in their ability to implement Salesforce within the desired timeline.
Solution
Upon receiving the client’s request for assistance, we promptly initiated a series of steps to address the challenges at hand.
- Needs Assessment: We conducted an in-depth needs assessment meeting with the client, gaining a comprehensive understanding of their requirements, project scope, and current challenges. This initial consultation allowed us to identify the underlying issues and define the desired outcomes, forming the foundation for an effective solution.
- Resource Screening: Recognizing the urgency of the problem, we mobilized our expert team to screen and evaluate potential Salesforce Architect candidates. Leveraging their vast network and extensive industry experience, our team identified and shortlisted highly qualified professionals who possessed the necessary skills and experience to address the client’s specific needs.
- Candidate Provision: Within an impressive timeframe of 48 hours, we presented the client with a carefully selected pool of four consultant candidates. Each candidate possessed a deep understanding of Salesforce architecture, had relevant experience in troubleshooting similar projects, and demonstrated strong problem-solving abilities. This rapid turnaround ensured that the client could swiftly evaluate the candidates and proceed with the next steps in their Salesforce implementation.
Conclusion
If you are facing challenges in your Salesforce implementation project, our team is here to help. Contact us today to discuss your needs and find out how we can assist you in achieving your implementation goals.
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Wayne Hippo is an owner and Managing Partner of PS Solutions, a custom software development and consulting firm with offices in Altoona, PA, Pittsburgh, PA, and Wilmington, NC.
You can reach Wayne at whippo@pssolutions.net
