How to Avoid the Top Three Risks of Project Delivery

July 5, 2017

Application Lifecycle Management (ALM) is a category of tools that arose from the demand to help IT teams improve application quality, collaboration, and productivity across the entire software development lifecycle. Despite the fact that Salesforce leads the CRM space, with a market share just under 20 percent, there’s currently only one end-to-end product lifecycle management tool specific to Salesforce. Imagine making a change to a custom field, without knowing it would impact a workflow that rolled up to a CEO dashboard. Making changes in Salesforce can be scary when it means running the risk of breaking critical functionality. As the world’s #1 CRM continues to advance, so too are the ways in which customers are using it to drive innovation in their business. The most common reason system change is hard is because of insufficient visibility into the project delivery process. Is your business at risk?

Here are the top three risks for Salesforce project delivery process:

  • Project Alignment

Understanding your project backlog and what your team is working on is critical to delivering value on time and on budget. It is important for your team to know what to work on and when. This helps organize expectations and align team members with business objectives and project deliverables. Having this information in one place allows your team to have a source of truth for all projects your team is working on. Project visibility into status, effort, members, objective, solutions, and more means project leaders can make more effective decisions when planning, and relay important progress updates to project stakeholders. Team members should always have a central place to collaborate and keep the project moving in the right direction.

  • Salesforce Change Management

When delivering a solution in Salesforce, it is important to document the changes you are making in order to facilitate a successful deployment from one environment to another. It is best practice to make your changes in a sandbox and migrate into other sandboxes for testing, and eventually into production. Without tracking and accounting for the changes you make in your sandboxes, you run the risk of missing critical components and delaying deployments. It is also important to track environmental changes related to your project and how they will integrate with other projects and your production environment.

  • Project Deployment

Deploying your project to production means successfully deploying and also not breaking any existing functionality. Although Salesforce enforces code coverage requirements, there can still be issues that come out of deploying new code and functionality into production. For larger and more complex organizations, this introduces the risk of breaking mission-critical functionality for customers and your organization. Tracking your deployment process through releases, backlog items, and test scripts allows you to control the entire release process.

In order to keep up with the rapid pace of an organization’s changing needs, technology needs to be iterated on. Companies of any size can avoid project delivery risks without sacrificing innovation and business growth. Bluewolf Sightline™ is the only end-to-end, Salesforce-specific project delivery tool. Built natively on the Platform, Sightline works across projects to make the process collaborative, fast, and ensure flawless delivery. Sightline can be customized to meet administrative needs and Bluewolf regularly fulfills requests for broader customization when necessary. 

Want to learn more about Bluewolf Sightline™? Connect with an expert.

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