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This session will focus on key documentation types in implementation: Business Requirements Matrix, Application Configuration Workbook, and Solution Design. We’ll explore their purpose, role, and best practices. Emphasis will be placed on creating clear, concise, and effective documents that ensure client understanding and contribute to project success.

Any seasoned Salesforce professional would agree that business analysis is the foundation of a successful project, but what does that actually look like? Learn what BAs do and how to skill up.

One of the things Salesforce is great at is automation, but just because it can be done doesn’t mean it should! Often the role of the Business Analyst and their responsibilities are fulfilled by another team member. Whilst one person may be capable of doing it all, it doesn’t mean they should. During this session, […]

Do you have stakeholders unwilling to invest time in requirements gathering and discovery, but surprised when implementations fail because the delivery did not meet the expected timeline or the business expectations? In this discussion, we will focus on how to help clients see the value of discovery, master discovery and requirements gathering, explore real use […]

User Stories are used to pass business requirements from stakeholders to developers, who implement them in the application . But how good are we – awesome Admins and Developers – at understanding what the Story is telling us? In this interactive session we will analyse a sample User Story to see whether we understand it […]

Badly written user stories inject ambiguity into Salesforce projects and can make them go off track. While everyone generally understands the “I want… so that…” format, most are not clear on how to write EFFECTIVE user stories — The kinds of user stories that turn into the backbone of a project throughout the implementation lifecycle. […]