Author Archives: Rajeev Kumar

Rajeev Kumar

Rajeev has over 20 years of experience in IT managing large software development programs, organization change initiatives and Agile transformations. Prior to joining Mirketa Rajeev worked at startups and fortune 500 companies in senior management roles. He founded www.mytafi.in and www.finacast.com, personal finance management applications for Indian and US market. Rajeev is also the founder of www.wednik.com, a wedding planning application with online market for wedding planners and wedding merchandise.

How to succeed with your Salesforce implementation?

Salesforce Implementation and Development

Complexity with Salesforce Implementation starts with different options and terms

 

Earlier this week I sat through a retrospective session for a complex Salesforce Implementation project we just wrapped up. The client gave us the NPS rating of 8.5 out of 10 (which I think is great). However, as we all looked back at the project, the memories of good, bad and ugly were refreshed. And both sides made recommendations on what we as a Salesforce Development Organization and Client teams could do differently next time to avoid some of the pain points.

The retrospective reminded me that there is a common set of learning that apply to any complex Salesforce Implementation project. In this article I am sharing my learning that are based on the projects that we managed and from the learning that our clients have shared with us.  Continue reading

Posted in Salesforce, salesforce administrator, salesforce consultant, salesforce customization, salesforce development, salesforce for small business, salesforce integration, Salesforce Support Packages, Salesforce.com, WEB SERVICES. Tagged with , , , .

Will your Agile Transformation be an Epic Failure?

AgilePicture-2

Image credit: Miranda Kumar (at age 8)

For the last 20 years I have been in the business of helping companies get better at developing software products. I started my career believing that the highly structured processes like CMM Level 5 will magically take care of the software projects woes. After two disappointing years, I moved on to Rational Unified Process (aka RUP). After another 6-7 years of disappointments with RUP the natural progression in my thinking and (coincidently) software development process evolution took me down to the path to Agile. My success with Agile processes has made me a believer in the process.

Unfortunately, many of the teams that start their journey towards the Agile land don’t ever reach there. Across the board I have found some common traits in the teams that failed with their Agile transformation effort. In this article I have shared all of them. Feel free to add more from your experience in the comments below.
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Posted in Agile, AGILE Tools, JIRA, JIRA on Demand. Tagged with , , , , .

Infographic: Connecting Products, Services and Operations to Company Vision

Recently we completed an engagement to redesign organizational structure for a mid size product company. The goal for this effort was create new structure to give autonomy to departments and subsidiaries while leveraging a set of shared processes and tools and to connect related products and services for the better customer experience. We have put together a visual of the framework for approaching this product rationalization, process modeling and organization redesign effort. The framework connects the company Vision to Customer Needs, Products/Services and Operational People, Processes and Tools.

This framework can be used for organizational restructuring and process redesign for rolling out new tools such as salesforce.com Sales Cloud, Service Cloud and other CRM products.

Following is the Infographic of the framework. Feel free to use it for your organizational and process modeling effort for initiatives like salesforce.com rollout. Ping me if you have any questions or comments.

 

Value based Business Architecture / Org Architecture

Infographic connecting the vision to customers to products, services and operational people, process and tools.

Posted in Agile, Organization Culture, Process Change Management, process engineering, Salesforce.com.

Salesforce Duplicate Records Management Tools

Data is the most valuable asset of an organization and good data quality is absolutely priceless. As evident from the analysis, bad data is one of the top reason for the failure of a CRM project as it provides you incomplete, in accurate and confusing information and thereby misleading the management into making an incorrect decision.

Duplicate data in salesforce is one of the major reason of bad data quality and it sucks the life out of an effective salesforce by clogging the organization’s work system. It hampers the efficiency, performance and of course the profitability of the organization. Rather than utilizing time in converting the new lead, the sales reps time gets wasted on working on the duplicate leads resulting in lower efficiency.
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Posted in Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce consultant, salesforce customization, Salesforce Duplicate Records Tools, Salesforce.com. Tagged with .

Salesforce Developer Guide-Use of Helper/Handler class to Manage Trigger Execution

If you are working on custom application development on force.com or customizing salesforce to do event driven updates, you will end up writing quite a few triggers, and in some cases more than one trigger on the same object. In this blog I will explain how to use a Helper/Handler class when we have to write more than one trigger for the same object on the different events. I will also explain how a Helper/Handler can also help manage trigger execution. Continue reading

Posted in Apex Development, Salesforce.com.

Team Temperature – an easy way to measure your current state

Over the years I have worked on many process/org improvement initiatives with my internal teams and the client  teams as a consultant. I have used a few tools/models/techniques to assess the current state. Of all things I have used, my

Team Temperature technique for process engineering, team retrospective etc.

Team Temperature technique for process engineering, team retrospectives etc.

favorite technique is a very simple one which gives me very good insights into the current state in about 15 minutes.  It is a concept somewhat driven from Net Promoter Score (NPS) concept. I call it Team Temperature. I can’t take credit for the term as it has been used by other guys before me. Probably my variation and usage of the technique may give a heart aches to some who use it differently.

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Posted in Agile, Organization Culture, Process Change Management, process engineering, Team Collaboration.