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You must try this restaurant

January 4, 2021 admin Leave a comment

“You must try this restaurant, it’s got the most delicious pad thai – they even made me a non-peanut version…

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Posted in: Customer Success, Influence, Product Champions

Funky new features

January 3, 2021 admin Leave a comment

Funky new features is not a good reason to get Salesforce. Although I admit, there are some features that are…

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Posted in: Customer Success, Salesforce

A beautiful new swimming pool

January 2, 2021 admin Leave a comment

A beautiful new swimming pool in a hotel is not successful if no one is using it. “It’s too cold.”…

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Posted in: Best Practice, Product Champions, Rules of Engagement, Values

So I’m calling to thank you

December 14, 2020 admin Leave a comment

“So I’m calling to thank you for guiding me through the Consulting Masterclass – it helped so much during the…

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Posted in: #payitforward, Masterclasses, Salesforce

Hot potato.

December 7, 2020 admin Leave a comment

Hot potato. Some partners treat their clients like hot potato when the organisational culture doesn’t promote cohesive behaviour. Sales will…

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Posted in: Culture, Salesforce, Team & Resources

What do you call

November 30, 2020 admin Leave a comment

What do you call a consulting partner who misrepresents their internal capability and competency to the client and signs them…

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Posted in: Integrity, Problem Definition, Salesforce

2020 has been utterly crap for so many people.nJob losses, …

November 24, 2020 admin Leave a comment

2020 has been utterly crap for so many people. Job losses, financial insecurity, illness, death. There are so many LinkedIn…

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Posted in: #payitforward, Masterclasses, Salesforce

Data Migration

November 2, 2020 admin Leave a comment

Data Migration can be quite a complex and deserves to be treated as its own project. However, it’s generally an…

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Posted in: Data & Analytics

Bidding for new projects are tough

October 13, 2020 admin Leave a comment

Bidding for new projects are tough, especially if it’s for Project implementation and not Discoveries. Sometimes, clients prefer us to…

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Posted in: Discovery

In software consulting

October 12, 2020 admin Leave a comment

In software consulting, for medium and larger projects of work, there’s generally two parts to the delivery that require Statement…

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Posted in: Discovery, Risk & Issues

What’s your super power

September 19, 2020 admin Leave a comment

What’s your super power, may not be mine, and vice versa. Everyone has strengths in different areas. Growing up, I…

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Posted in: Consulting, Salesforce

I am running my 3rd free Consulting Masterclasses

September 18, 2020 admin Leave a comment

I am running my 3rd free Consulting Masterclasses on 28th September where I provide training in Consulting skills, project methodology…

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Posted in: Careers, Learning, Masterclasses, Salesforce

Building a rocket to escape Zombie Apocalypse

August 29, 2020 admin Leave a comment

Building a rocket to escape Zombie Apocalypse within 12 months (before they get to your isolated sanctuary and eat your…

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Posted in: Masterclasses, Project Management, Salesforce

The last ‘unemployed’ Salesforce consultant

August 19, 2020 admin Leave a comment

The last ‘unemployed’ Salesforce consultant in my free consulting training just told me she’s got a job today!! It’s more…

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Posted in: #payitforward, Careers, Masterclasses, Salesforce

Are you saying I am going to get 3 weeks of FREE training

August 18, 2020 admin Leave a comment

“Are you saying I am going to get 3 weeks of FREE training, and you’re going to get me a…

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Posted in: Careers, Learning, Masterclasses, Salesforce

Just because you can do something

August 17, 2020 admin Leave a comment

Just because you can do something, doesn’t mean that you should. Just because you can integrate two systems and sync…

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Posted in: Careers, Data & Analytics, Masterclasses, Salesforce

No catch.

August 15, 2020 admin Leave a comment

No catch. I’m offering 3 weeks worth of absolutely FREE Consulting Masterclass training, covering: – Consulting Engagement & Delivery –…

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Posted in: Learning, Masterclasses, Salesforce, Self Development

Executing the process design

August 9, 2020 admin Leave a comment

Executing the process design and requirement gathering workshops remotely is much more challenging than doing it face to face. A…

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Posted in: Discovery, Effective Communication, Salesforce

Data migration on a CRM Project

July 30, 2020 admin Leave a comment

Data migration on a CRM Project is a much much bigger workstream than anyone thinks. Corrupt, inaccurate, inconsistent, irrelevant or…

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Posted in: Commercials, Data & Analytics, Tools

The two things you need to get right

June 23, 2020 admin Leave a comment

The two things you need to get right if you are looking to implement a CRM system. Make sure that…

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Posted in: Asking Questions, Business Analysis, Partners, Product Champions, Salesforce

There is a skill in estimating

June 22, 2020 admin Leave a comment

There is a skill in estimating how long a Discovery will take. For mid to larger sized projects, this can…

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Posted in: Agile, Discovery, Estimating, Hybrid, Risk & Issues

Here’s the list of requirements

June 8, 2020 admin Leave a comment

“Here’s the list of requirements, and the team’s estimation against each item. Go and create a project plan.” There’s no…

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Posted in: Estimating, Projects, Requirements, Team & Resources

You can’t plan life like you can plan a project.

May 15, 2020 admin Leave a comment

You can’t plan life like you can plan a project. Software development projects like Microsoft CE or Salesforce or SAP……

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Posted in: Influence, Risk & Issues, Salesforce, Scope Management

I use the project kick-off to great effect.

May 13, 2020 admin Leave a comment

I use the project kick-off to great effect: – Team Introduction – Project brief (as we understand it) – Critical…

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Posted in: Projects, Salesforce, Success

When estimating requirements…

May 9, 2020 admin Leave a comment

When estimating requirements, you need to remember the ‘non-functional requirements’ as well, especially around testing. – End-to-end – Integration (PtP…

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Posted in: Project Management, Projects

I saw a contract job ad for a Salesforce admin…

March 23, 2020 admin Leave a comment

I saw a contract job ad for a Salesforce admin that has excellent BA skills. My experience tells me that…

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Posted in: Projects, Salesforce

I run inductions for new hires

February 27, 2020 admin Leave a comment

I run inductions for new hires for a Tier 1 Consulting Company, and was discussing with a Programme Director the…

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Posted in: Professionalism, Salesforce, Time Management

Consulting Partners are required to quote

January 22, 2020 admin Leave a comment

Consulting Partners are required to quote against a set of requirements in a Statement of Work. These are generally acquired…

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Posted in: Discovery, Project Management, Projects, Salesforce

Writing requirements is easy.

January 21, 2020 admin Leave a comment

Writing requirements is easy. Writing GOOD requirements, tight User Stories, detailed Design Documents that: – is easily understood – is…

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Posted in: Projects, Requirements, Salesforce

I believe that Hybrid model is the most appropriate methodology…

January 20, 2020 admin Leave a comment

I believe that Hybrid model is the most appropriate methodology for Consulting engagements. Here’s why I think so. Consulting Partners…

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Posted in: Hybrid, Methodology, Projects, Salesforce

Here’s what I want – go forth and build.”

January 2, 2020 admin Leave a comment

“Here’s what I want – go forth and build.” Consulting engagements doesn’t really work that way. When clients engage a…

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Posted in: Consulting, Projects

Salesforce Discovery – Reap what you SoW

December 19, 2019 admin

Apart from a poor attempt at doing puns (I normally leave that to hubby!) that is exactly what a Salesforce…

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Posted in: Article, Commercials, Discovery, Statement of Work Filed under: Discovery Deliverables, Project Discovery, Statement of Work

Salesforce Discovery – Ignore these two elements at your peril

December 16, 2019 admin Leave a comment

Ok, it’s not real ‘peril’ if you ignore these elements. It’s not like you’re going to crop down a cliff edge…

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Posted in: Discovery, Projects Filed under: Business Requirements, Discovery Deliverables, Discovery Team, People, People & Process, Process, Process Mapping, Project Discovery, Requirement Gathering, Workshops

Priming for a Successful Salesforce Project

December 13, 2019 admin Leave a comment

I was reading an excellent article written on Vantage Consulting‘s blog yesterday: “Finding the Right Salesforce Partner for your Business“.…

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Posted in: Article, Project Management, Projects Filed under: Business Change, Client Relationship, Consulting Partner, End-user projects, Salesforce Champion

Is this the right time to bet on Salesforce? (You have about 4.2m reasons to!)

December 10, 2019 admin Leave a comment

4.2 million Salesforce jobs by 2024? That’s the latest from IDC Salesforce Economy Whitepaper released in October 2019. That figure…

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Posted in: Article, Projects, Salesforce

End user Projects vs Consultancy led projects?

December 1, 2019 admin Leave a comment

I’ve done both, and I’ve found each to have their own merit. Consultancy projects can be quite high-octane, very dynamic…

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Posted in: Consulting, Project Management, Projects

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