Adulting is hard. 😵Making choices.Being accountable for mistakes. I’ve been having conversations recently about this. For example, whether people should…
What’s more Boston than having a lobster roll with the irrepressible Brian Shea? Attending the Boston Architect user group led by Melissa…
My theatrical #SaConJa cog of epicness for #Salesforce Consultants. Thank you Pallavi Agarwal for hosting me for the DC Admin user group where I ran the…
Are you in the Washington DC area?Are you in the #Salesforce space?Is your diary free tonight? Well, how about signing up for…
I’m having a crazy fun and educational time at Florida Dreamin’! Marlene Guerra-Reeve and Tina Woodall talking about their inspiring career path from Admin…
A. Engin Utkan showing how to design flows from conceptual ideas to canvas. Pen and paper may be best to start…
Had a blast yesterday delivering my talk at Florida Dreamin’ with my co-presenter Vi. We talked about the top Secret tips a…
😣 Go-Live delayed due to deployment issue!Gaaahhh have you ever encountered this?! Change sets all ready to go but.. ❌❌❌SEVERITY…
I NEED YOUR HELPPPP (to decide on the book cover!)𝗗𝗮𝘆 𝟰𝟴 – 𝗕𝗼𝗼𝗸 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗶𝗻𝗴 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 Ok I can’t add a…
The sky is falling!Fireballs from the sky is destroying everything! 🔥 OK, no. Nothing like force majeure happened. There are…
𝗗𝗮𝘆 𝟰𝟯 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲Oof. Ok, time to admit that I’m probably not going to…
𝗗𝗮𝘆 𝟯𝟵 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲I think editing isn’t my favourite activity 😬 Regardless, I am…
So Alex Warneke and I are doing this thing at the #SFBASummit.If you’re a #Salesforce#BusinessAnalyst, you might want to come and choose your BA…
𝗗𝗮𝘆 𝟯𝟲 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲Not too far now! I’m currently editing the draft and incorporating…
𝗗𝗮𝘆 𝟯𝟬 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 “What else do you think might be important in thinking…
“No, you are not your job.” says Penny Townsend, Partner at #IBM Cracking session tonight at Coacto | Salesforce.com Consultants Cotswold Community User group…
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…
Do you have an advocate?A cheerleader? 🙌 I’ve forgotten how powerful that can be. Just came from the cracking makepositive and OwnBackup Dreamforce #DF22 watch party…
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…
𝗧𝗵𝗲 𝗥𝗜𝗚𝗛𝗧 𝘄𝗮𝘆 𝘁𝗼 𝗮𝘀𝗸 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝘁𝗼 𝗯𝗲 𝗮 𝗠𝗲𝗻𝘁𝗼𝗿 “Dear Pei Your LinkedIn post about what consulting partners can…
“Dear PeiI see that you are very experienced in Salesforce and would be great to have you as my mentor!…
𝗗𝗮𝘆 𝟲 – 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 𝗮 𝗯𝗼𝗼𝗸 𝗶𝗻 𝟰𝟱 𝗱𝗮𝘆𝘀 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲How to find your mentor Rooj and Shok were assigned mentors…
Is it possible to publish a book in 45 days? Of course, say I! 😁 Yes – I know I…
That dance was magical. 🤩Production was flawless, execution – outstanding. ❤Go-live went live well. It was a smooth implementation. What…
FAKE NEWS ALERT!I will NOT be eating donuts live on air tomorrow (no matter how much I might want to)…
#SalesforceBA exam module: User Acceptance 8%What is QA?How do you ensure quality?What’s gold standard?Is “Perfectionism” it?What’s perfect anyway?How do you test…
𝑨𝒍𝒍 𝒑𝒓𝒐𝒃𝒍𝒆𝒎𝒔 𝒊𝒏 𝒕𝒉𝒆 𝒘𝒐𝒓𝒍𝒅 𝒍𝒐𝒐𝒌 𝒍𝒊𝒌𝒆 𝒏𝒂𝒊𝒍𝒔.– A. Hammer. 🔨 🙄 I’m sure we all know someone like A.Hammer.…
Woohooo! I managed to get into the #Salesforce London World Tour! And I didn’t need to reel out the puppy dog eyes!…
“If we’ve got wind behind us…”“Am sure there’ll be no problems or surprises…”“We’ll be fine… I’m an optimist!” 😬 That’s…
“The Sales Cloud implementation will replace all key functions of The Calc, Company X’s current sales application which will be…
You know what’s hard?– Pushing a cart with square wheels.– Trying to stay on your diet in Prague…– Attempting to…
#Salesforce Partner (SP): It’s so frustrating when customers keep changing their minds! 😠 Me: Tell me about your process of managing…
𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀.What is it?Who does one talk to in a project?What challenges might they face? At our last “This Thing…
I had SO much fun talking to Tristan Lombard 🇺🇦 about #Salesforce, #Testing, #Leadership and delivering #SexyProjects 💃🏻 Special shoutout also to Tara Walton and Andrew Smith at Team Provar Testing for making me…
“If you don’t think its a people problem, it’s a people problem.” – Barton Ledford, Senior Director Salesforce Practice Lead at B3…
Time for the next #PeiItForward Challenge!2 spaces up for grabs at my next Discovery Masterclass (11 June)! If you didn’t get through…
Season 2 of @OnThePeiroll podcast is here! 💃🏻 My first guest this season is Liz Rhodes, COO of Art of Cloud, and…
𝗧𝗵𝗲 𝗙𝗼𝘅 🦊 – 𝗟𝗲𝘃𝗲𝗹 𝟮 𝗼𝗳 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗠𝗮𝘀𝘁𝗲𝗿𝘆The Fox knows a bit more than the Grasshopper. She’s not as…
Last few hours to join Zenhao membership! 😎 What I’m good at:– delivering quality projects as a Consulting Project Manager– understanding what…
24 hours left to register for the Zenhao Academy… 🕙 When I first started this, I knew I wanted to create a…
On Sunday night, you get an email where you’ve been asked to – Close your previous project and make sure…
What’s the most important thing to a #Salesforce Partner?Utilisation and chargeability. 💲 Actually, that’s super important to all consulting partners and billable…
“Arg! Why do they do that?!” Sometimes I want to tear my hair out. 😤 I was on a call…
The Zak Zituation “ARGH!” Zak* looked really stressed. “I don’t know what I’m doing and even though everyone’s really kind,…
Would you send your toddler out to get a loaf of bread all on her own?“Don’t forget to count the…
“OMG Can you BE any slower?!”*“Are you trying to be passive aggressive?!” No, I wasn’t having an argument.Actually, what I…
Historical data is only useful insofar as to tell us a story of what happened at that time. It doesn’t…
Are all hacks bad? Sometimes ‘short cuts’ are a necessary evil, especially when time is of the essence. When you’re…
I couldn’t believe my eyes. 😯The previous PM had left, and I had just taken over the project and it…
Ok I know things are rarely that simple. 😬 That’s why it isn’t a great idea to ‘outsource’ your data…
#DataQuality is everything.Especially with regards to a #CRM such as #Salesforce or #MicrosoftDynamics365. De-dupe.Merge.Clean.Delete.Enrich. A system is only as good as it’s data, and a lot…
Estimating #Discovery becomes easier with experience. There are times when we get it wrong, and we need more time to discuss items…
Do you remember when you first figured out how to ride a bike?Or made that dish that was not only…
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…
There is only one scenario where it would be logical to… – have your sales team fill in 9 pages…
The Consulting #SalesProcess – it’s actually quite straightforward. As Delivery (as in part of the Project team that delivers projects) it pays…
Preparing for a new #Salesforce Consultant role𝗧𝗶𝗽 𝟭𝟮 𝗼𝗳 𝟭𝟮 – 𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 I think it’s quite a simple but incredibly important tip…
Preparing for a new #Salesforce Consultant role𝗧𝗶𝗽 𝟵 𝗼𝗳 𝟭𝟮 – 𝗘𝘅𝗽𝗲𝗻𝘀𝗲𝘀 I reckon that expenses won’t be as big a chore…
Preparing for a new Salesforce Consultant role𝗧𝗶𝗽 𝟴 𝗼𝗳 𝟭𝟮 – 𝗧𝗶𝗺𝗲𝘀𝗵𝗲𝗲𝘁 As a consultant, you’ll have to do timesheets.…
Preparing for a new Salesforce Consultant role𝗧𝗶𝗽 𝟳 𝗼𝗳 𝟭𝟮 – 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 This is the £64m question, and one that…
Preparing for a new Salesforce Consultant role𝗧𝗶𝗽 𝟲 𝗼𝗳 𝟭𝟮 – 𝗬𝗼𝘂𝗿 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 Just so you know, all PMs…
Preparing for a new Salesforce Consultant role𝗧𝗶𝗽 𝟮 𝗼𝗳 𝟭𝟮 – 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 I wrote down the 12 tips that anyone…
Imagine being the Mistress of the skies for over 20 years. Grumpy passengers? Easily managed. 👍🏻Medical Emergencies? No problem. 👌🏻Unexpected…
Many of the larger Salesforce Partners had in-house training programme in place for their consultants, but there was nothing out…
The weeks preceding Go-Live are always so nerve wracking.– Deployment checks– Test scripts– Dress rehearsals– Data migration tests– Functional Testsetc…
“What? You want me to enter EVERY SINGLE OPPORTUNITY?”“What do you mean I’ve got to keep them up to date?”“Every…
I hadn’t realised how much fun I’d have in doing #podcast interviews. What an amazing conversation I had with Chris Pearson, Salesforce Director…
I had a crush on McGyver. 😍Along with The Hoff in Knight Rider and that dude in Airwolf. There was…
Domain Excellence is the first element in my SaConJa* Skills Framework (sounds better than “Cog of Doom” doesn’t it?). This…
Cog of doom.Wheel of death. It’s the last time I ask Husband to help me name diagrams and stuff. 😑…
I’m doing this Thing on Thursday evening at 6pm BST.Kids will have to get their own dinner or eat each…
“How to be a Ninja Consultant in a #Salesforce Discovery.” It’s actually “How to run Discoveries really reallly well” – but that…
Help! Been invited to speak on 9 Sept and need help deciding on the topic! Paul Harris, founder of Coacto |…
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…
You need to go the extra mile to break into the Salesforce Ecosystem. Wise words from Justin Greenberg, #Salesforce BA/Product Owner/ Project Manager/…
“Here’s what I want – go forth and build.” Consulting engagements doesn’t really work that way. When clients engage a…
I have a graph of my cholesterol reading for the last 20 years, 📈although the data collection and graphing had…
Product champions – did they come first in a 3-legged product race? Nope, they help an organisation leverage its business…
How do you know when you’ve completed a user story?When– functionality has been built in sandbox?– test classes completed at…
It is inevitable that sales can sometimes paint a picture that is a little too beautiful, too bright and too…
Nuance and context is so important.Nowhere more so, than when having an intensively emotional conversation about life and death, as…
How long will you take to learn how to make donuts with only your feet? 👣Uhh … whut? Estimating #Salesforce…
“So talk to me about how you worked out your project estimates.” My ex-colleague, T, had just joined a company…
“So how many sandboxes will you have? Whaaaaat? 😱“Why do I need more than one?” “If you want to replace…
The speaker schedule is out WOOOOOT! Join my session at London’s Calling Ltd on 19th March 2021. You’ll hear how mastering Active…
The new IT Director showed me his CBAR-Cost Benefit Analysis Report.My right eyebrow went so far back it joined my…
“Hiring #Salesforce Functional Consultants – currently remote (so you can zoom with your pyjama bottoms). However, when all of us…
Salesforce has changed the way they are certifying their #SalesforcePartners and this is their definition of an Implementation Expert: A…
“The Functional Consultant role is 100% remote – how effective will I be when doing workshops?” M had gone through…
Who’s the most effective #CRM executive champion/sponsor? A. Finance Director B. CEO C. Marketing Director D. Sales Director E. Ops…
Do you build your CRM platform yourself or do you get someone to help you? Buying software that can be…
“I’m only being paid a fraction of what I’m billed out at. It’s not fair. I can run my own…