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

Clients frequently stop innovating and maintaining Salesforce after the initial release. This leads to a lot of technical debt buildup, in turn promoting an under-performing Salesforce instance around

SECURITY & COMPLIANCE

USER ADOPTION / USABILITY

MAINTENANCE

DEVELOPMENT & DEPLOYMENT

BUSINESS AND DATA

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

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Features

Basic

  • Identify Risks
  • System Configuration
  • Security Assessment
  • User Adoption Reports
  • Sample Code Review

Standard

  • Everything in BASIC
  • Enhanced Security Assessment
  • Code Quality & Development Standards Assessment
  • Data Quality Review

Comprehensive

  • Everything in STANDARD
  • Business Value Assessment
  • Data Strategy
  • Full Architecture Review
  • Third Party Applications
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