“I totally disagree with this…”“Here’s where she’s totally wrong…”“Why on earth is this chapter in here?!”* 😟 Those were the…
How to SPUFS (Set Projects Up For Success) 😅Tip #1: Connect with your client on a human level. I’m leading…
𝗧𝗶𝗽 𝟭: 𝗧𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝗹 𝗱𝗲𝗯𝘂𝗴 𝗺𝗼𝗱𝗲 𝗢𝗡. (𝗣𝗮𝗿𝘁 𝟮) Self awareness particularly during Discovery as part of a consulting…
Tip 1: Turn your internal debug mode ON.“What are you talking about?” 🤔 I hear you ask. Just like what…
How #Salesforce Partners run Kick-ass Discoveries
“How #Salesforce Partners run Kick-ass Discoveries and you can too!” 😁I’m presenting this talk at #AD23 for Albanian Dreamin in beautiful Tirana tomorrow 💃🏻…
Consulting projects are almost always a hybrid methodology.“W-agile” 🤢 Ew. I don’t like that term. But it _IS_ a hybrid…
“Clients would not pay for Discovery.”“It will take too long.”“The client says it’s a simple Sales Cloud implementation.” “Your CV…
Are you coming to dreamOlé in Seville
Are you coming to dreamOlé in Seville this Friday and want a copy of #SalesforceDiscovery101? I was only planning to bring 3 –…
Iiiin about 10 hours close to midnight, I’ll be joining the Salesforce Professionals Discord Server to talk all things #SalesforceDiscovery101, on consulting, leadership,…
Happy No-Reason day! 😁That means there’s no real reason to buy my book #SalesforceDiscovery101… unless you want to ace that Discovery…
𝗔 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘀𝗮𝗹𝗲𝘀 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻. Whhhhaaaat?? 😨You mean, the Delivery team now…
Do you want to win a spot at my next Consulting Discovery Masterclass? (Don’t all of you rush forward at…
I DID IT!!! Just in time for Christmas! 🤸🏻♀️🤸🏻♀️🤸🏻♀️ BIG THANK YOU to all of you who– engaged with my…
OMG OMG OMG Amazon’s fixed the tech issue (I hope!)😃 I have just successfully placed an order for the “not-for-resale”…
NGGGRH! 😫So near yet so far!! Ever had a project go-live delayed because of technical issues?!Yeah, they’re not fun. My…
What’s more Boston than having a lobster roll with the irrepressible Brian Shea? Attending the Boston Architect user group led by Melissa…
𝗗𝗮𝘆 𝟯𝟵 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲I think editing isn’t my favourite activity 😬 Regardless, I am…
𝗗𝗮𝘆 𝟯𝟬 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 “What else do you think might be important in thinking…
𝗗𝗮𝘆 𝟮𝟳 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲Fixed Price vs Time & Materials. “BikeCo indicated that they wanted…
𝗗𝗮𝘆 𝟮𝟱 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲.𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 𝗼𝗳 𝗪𝗼𝗿𝗸.“Tattoo this inside your eyeballs* so that you know…
Anyone in my network from #Boston ?I’m going to be there a few days first week of November and would love to…
𝗗𝗮𝘆 𝟮𝟬 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲Sometimes an organisation may engage a #Salesforce partner to help implement the system…
𝗗𝗮𝘆 𝟭𝟴 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲Rooj looked at the SoW. She leaned her chin on the…
𝗗𝗮𝘆 𝟭𝟲 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲“Tattoo these in your eyeballs.” 👀 Project Manager Vi sent out…
𝗗𝗮𝘆 𝟭𝟱 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲At a #Salesforce Consulting Partner’s internal Kick-off meeting (sometimes called Sales to Delivery…
𝗗𝗮𝘆 𝟭𝟰 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲Rooj looked around the room. She was attending an ‘Internal kick-off’ meeting…
𝑨𝒍𝒍 𝒑𝒓𝒐𝒃𝒍𝒆𝒎𝒔 𝒊𝒏 𝒕𝒉𝒆 𝒘𝒐𝒓𝒍𝒅 𝒍𝒐𝒐𝒌 𝒍𝒊𝒌𝒆 𝒏𝒂𝒊𝒍𝒔.– A. Hammer. 🔨 🙄 I’m sure we all know someone like A.Hammer.…
Estimating #Discovery becomes easier with experience. There are times when we get it wrong, and we need more time to discuss items…
The #Salesforce Discovery Dream Team.There are a few key roles that are necessary to run a proper Discovery. Broadly, the role categories…
#PreparePreparePrepareI think it’s better to over-prepare, than to under-prepare – as much as you can within the time that you…
The Consulting #SalesProcess – it’s actually quite straightforward. As Delivery (as in part of the Project team that delivers projects) it pays…
“How to be a Ninja Consultant in a #Salesforce Discovery.” It’s actually “How to run Discoveries really reallly well” – but that…
I miss in-person #Discovery workshops. It’s an immersive experience, as we are there with the end users, the people who works the…
When a Salesforce Discovery isn’t done right by the Partner, it signals a very rocky project implementation. Here are a…
Bidding for new projects are tough, especially if it’s for Project implementation and not Discoveries. Sometimes, clients prefer us to…
In software consulting, for medium and larger projects of work, there’s generally two parts to the delivery that require Statement…
Executing the process design and requirement gathering workshops remotely is much more challenging than doing it face to face. A…
There is a skill in estimating how long a Discovery will take. For mid to larger sized projects, this can…
Consulting Partners are required to quote against a set of requirements in a Statement of Work. These are generally acquired…
Apart from a poor attempt at doing puns (I normally leave that to hubby!) that is exactly what a Salesforce…
Ok, it’s not real ‘peril’ if you ignore these elements. It’s not like you’re going to crop down a cliff edge…