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Step 3: Get your Sherlock Holmes on!

March 26, 2025 admin

Step 3: Get your Sherlock Holmes on!

🍩Investigation

🍩Understand Scope

🍩Key user interviews

🍩Org hierarchy vs role hierarchy

🍩Change Management training <– SUPER IMPORTANT!

Sadly Change Management is always a last minute thing 😬

What’s the maturity level of an organisation and the people who are leading the initiative? I’ve noticed that there has been a mismatch!

Love the ‘Extra Riches’ Lesson here: Where we find out that the users aren’t really using the process as it has been understood at all 🤯

So that’s what a discovery is all about!

It’s where we find out what the real situation is. Tokeer Ahmed from Capgemini giving us the nuggets of his experience running Discoveries

With Vanessa Grant at our March meetup of the Business Analyst (virtual) Trailblazer session.

#JoinOurArmyOfBadAssBAs (link below 👇🏻)

#OnThePeiroll


Sign up here:
https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-business-analyst-group-virtual-presents-a-discovery-of-riches-5-steps-to-starting-a-salesforce-journey/

Posted in: Always Learning, Public Engagement, Salesforce

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← Step 2: What is the current state of play?
Step 5: It’s Playback time! →
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