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As a client, you have a Salesforce project you’d like completed. As a consultant, you are ready to implement. What roles should client and consultant play to secure a happy project delivery? What is the impact of them not understanding and acting upon them? We’ll take the perspective of both parties and talk about how […]

What makes a Salesforce partner thrive in an ecosystem where change is constant and client expectations keep rising? The secret lies not in technical prowess alone, but in seven foundational habits that stand the test of time. Having worked with many partners globally across my 30-year consulting career, I’ll reveal the core practices – often […]

Join me in this session to explore the intricacies of consultancy as we delve into the multifaceted nature of the role. From personal insights to practical strategies, we’ll discuss how to cultivate a path towards excellence dealing with daily challenges of this role. Moreover, you’ll have the opportunity to participate in an engaging activity designed […]

Ever feel like the project manager should be managed instead of managing you? We’ll talk about smart strategies for defining scope, setting project pacing and communications that work for both. It’s not about “managing up” but enabling consultative win-wins. Expect a lively mix of “walk in their shoes” empathy plus good-natured impressions. I aim to […]

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 […]

Do you sometimes struggle with stakeholders? Do you want to learn the art of managing them and staying true to product strategy? Understanding our coworkers allows us to be more customer-focused, tailor our communication style, and as a result, develop Salesforce solutions that meet needs. Let’s look at the stakeholder archetypes and develop great Salesforce […]

Join Lee, a Salesforce consultant and productivity enthusiast, as he demonstrates some classic and up-and-coming tools to help make light work of repetitive tasks and do more with less time in Salesforce. Expect tools, Chrome Extensions and more…  

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 […]

Discover the key items to review when assessing a new client’s Salesforce org. From data quality to process automation, learn what to focus on for a comprehensive first look.  

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. […]