Strategy
Plan and prepare your vision
Strategize for your transformation future with the best.
Our advisory experts are leaders in guiding large-scale projects from day one with focused analysis, design, and discovery sessions. We take the time to understand your pain points and goals and lay out a blueprint to achieve them.
ONE-SHEET
Center of Excellence (CoE) Offering
A Center of Excellence (COE) acts as a central governing framework for your Salesforce program. With Agile methodology and continuous delivery, we are disrupting the traditional operational model of large organizations.
Innovate With Touchpoint Strategy
Step One: Executive Visioning
Define the vision and value proposition. Address pain points and challenges and define measurements for success with functional experts.
Deliverables: Project charter, mission statement
Step Two: End User Journey
Identify current state and future state business capabilities through the lens of multiple end user personas.
Deliverables: Target process improvements
Step Three: Technology Assessment
Conduct an assessment of the current state and compare with future state needs to identify gaps and critical requirements for improvement.
Deliverables: Future state architecture
Step Four: Program Roadmap
Modernize the CRM and enable change with a roadmap, defined business case, and clear KPIs.
Deliverables: Roadmap and delivery plan
Modernize With Touchpoint Strategy
Step One: Program Validation
Confirm your program’s expectations with stakeholders to secure alignment on growth objectives.
Deliverables: Stakeholder interviews
Step Two: End User Adoption
Evaluate how end users are leveraging the existing program and analyze experience trends.
Deliverables: Capability workshops
Step Three: Technology Assessment
Perform a health check of the current Salesforce program and identify potential areas for added improvement in data, security, configuration, and architecture.
Deliverables: Health check, technical system walkthrough
Step Four: Delivery
Plan
Step Four: Delivery PlanRecommendations for optimizing your existing Salesforce program and achieving next-level results.
Deliverables: Delivery plan