All of Velocity Werx projects follow Salesforce® certification project methodology:
During this phase, we outline the roles and responsibilities of the project, and we interview the stakeholders and gather the Key Performance Indicators (KPIs) for a successful project deployment. A Project Implementation Plan (PIP) is created and shared with the project committee. At the end of this phase, the Executive Sponsor signs off and approves the PIP.
Throughout the discovery process, our goal is to obtain as much information as possible about your organization. We collect information about how are you currently tracking and managing information about fundraising, recruitment/admissions process, constituents, volunteers, events, projects, campaigns and more. This in-depth overview helps us better understand your organization, needs, business processes, workflows and reporting. In addition, it is important for us to know the benefits and downfalls of your current systems. This business analysis serves as our guide for creating a unique Salesforce system catered to your organization’s needs.
Based on the information we collected about your organization during the Analysis stage, we use our Salesforce® expertise to make careful decisions for creating a design document. We create a data model to showcase the system in its entirety prior to creation including: all fields, record types, workflow rules, etc. The design document is a unique blueprint of your organization’s system, and serves as a valuable tool for understanding the structure and layout of your system.
In this stage, we tailor the system to your organization’s needs based on the design document. This may include custom fields, objects, VisualForce pages, workflows, integration with other systems, communities and more. We focus on ensuring the solution accommodates the organization’s needs, is user-friendly and built to evolve with your mission.
During the Validate stage, Velocity Werx tests your system and gives you access to preview the system and make any recommendations for changes to processes and fields within your Salesforce® instance. We want you to grow with your Salesforce® solution. It is important to validate the system will meet your current needs and any future changing requirements.
During this stage, we discuss best practices for migration of data (from an existing system or database) in terms of layout and structure with an administrator and/or key staff. Then we review the data to ensure it is clean and in the correct format for import into Salesforce®. After data migration is complete, we test the system to confirm the data was transferred correctly.