Salesforce Assessment
Identify opportunities that gives you maximum return of Investment on your Salesforce implementation
Innovative Solutions
What We Can Accomplish Together
Data Value
Derive value from accessible and reliable data
User Retention
Increase user adoption of your platform
User Experience
Remove unnecessary complexities for users
Ease of use
Make it easy for customers to do business with you
Overcoming Barriers
Salesforce Implementation Challenges

Our Approach
Experience The Ness Approach
Through years of experience in implementing Salesforce for various clients, across multiple industries, Ness has designed a 4-point assessment plan which aims to provide you with an actionable plan on how to get the best value out of your Salesforce investment.
OUR APPROACH TO THIS ASSESSMENT HAS TWO MAJOR GOALS:
1.
We start by garnering an understanding of the existing implementation by liaising with the development team and the architect to understand the business workflow of how the solution has been implemented.
2.
We then work with your teams to best understand the business vision and roadmap, and how Salesforce is leveraged in that vision. We provide the following strategies and deliverables below to reinforce your vision.
BUSINESS-VALUE ASSESSMENT
- Vision Workshop
- Stakeholder Interviews
- Salesforce Feature Usage & Alignment
- Strategy & Governance
- User / Persona Review
- Functional Roadmap
PLATFORM / ARCHITECTURE REVIEW
- Performance & Scalability
- User Experience
- Integration Analysis
- Code Coverage
- Data Strategy
SECURITY & RISK ASSESSMENT
- Identify Risks
- Governance Limits
- Security Scan
- Visibility Review
- License Assessment
OPERATIONAL EXCELLENCE
- Data Quality Review
- Deployment Process Review
- User Adoption / OCM
- Ongoing Innovation and Maintenance
Warning: array_map(): Expected parameter 2 to be an array, bool given in /home/customer/www/ness.com/public_html/wordpress/wp-content/plugins/ness-custom/classes/class-custom-ness-shortcodes.php on line 405
Warning: in_array() expects parameter 2 to be array, null given in /home/customer/www/ness.com/public_html/wordpress/wp-content/plugins/ness-custom/classes/class-custom-ness-shortcodes.php on line 432
Features | Basic
| Standard
| Comprehensive
|
---|---|---|---|
Platform & Achitecture Reviews | |||
Testing Standards | ✓ | ✓ | |
Salesforce Release Alignment | ✓ | ✓ | ✓ |
Salesforce License Usage | ✓ | ✓ | ✓ |
Object Model Review | ✓ | ✓ | ✓ |
Large Data Volumes | ✓ | ||
Field Analysis | ✓ | ✓ | |
Exception Handling | ✓ | ✓ | |
Development Standards | ✓ | ✓ | |
Declarative vs Code | ✓ | ✓ | |
Custom Integrations | ✓ | ||
Code Quality Assessment | ✓ | ✓ | ✓ |
Business Logic & UI Design | ✓ | ✓ | ✓ |
Application Performance | ✓ | ||
Security Risk Assessments | |||
Transaction Security | ✓ | ||
Sensitive Permissions | ✓ | ✓ | |
Security Policies | ✓ | ✓ | |
Security Health Check | ✓ | ✓ | ✓ |
Integration Security | ✓ | ||
Governor Limits | ✓ | ✓ | |
Operational Excellences | |||
User Adoption / OCM | ✓ | ✓ | ✓ |
Ongoing Innovation and Maintenance | ✓ | ||
Deployment Process Review | ✓ | ✓ | |
Data Quality Review | ✓ | ✓ | |
Business Value Assessments | |||
Vision Workshop | ✓ | ||
User / Persona Review | ✓ | ||
Strategy & Governance | ✓ | ||
Stakeholder Interviews | ✓ | ||
Salesforce Feature Usage & Alignment | ✓ | ||
Functional Roadmap | ✓ |
Benefits
How We Deliver Unprecedented Value
ROADMAP
- Blueprint and roadmap for your Salesforce investment
- Roadmap to improved performance of the platform
SUCCESS PLANNING
- High-level assessment providing a route to
business & IT alignment - Alignment to outcomes
- Clear definition of priorities
IMPROVED METRICS
- Better Insights into User Adoption
- Data Quality Metrics
MEASURED MATURITY
- Understand Technical Maturity of Salesforce
- Implementation against best practices
IMPROVED ROI
- Increasing efficiency of your salesforce processes and enhanced ROI
- Unlocking the true power of Salesforce and increasing utilization of Salesforce features and functionality
- Keeping up to date with the Salesforce platform upgrades and enhancements. Better utilization of new salesforce features