Proven Methodology

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Drawing upon hundreds of Salesforce deployments, Configero has developed a proven implementation lifecycle, which includes the following phases:

  • Phase 1: Launch
  • Phase 2: Discover
  • Phase 3: Configure
  • Phase 4: Data Quality
  • Phase 5: Test
  • Phase 6: Transition
  • Phase 7: Close


Kick Off - Configero will conduct a kick off meeting to begin the project.  The purpose of this meeting will be:

  • Delivery of project goals and objectives by the project’s executive sponsor
  • Introduction and definition of Configero and client team members roles
  • Review project implementation plan and methodology to ensure Configero and client team members have a solid foundation to begin the project
  • Schedule dates for the business process review (BPR) sessions


Business Process Review (BPR) - During the business process review session (BPR) Configero will capture the business requirements and develop a common understanding with the primary stakeholders.  Key objectives are:

  • To provide a common understanding of standard Salesforce functionality
  • To review captured requirements and assign prioritization to each
  • To review working models (if applicable) to ensure common understanding on potential solutions for identified requirements
  • To schedule design sessions


Solutioning will encompass not only configuration and development but also Data Quality / Conversion and System Integration.  At all times, security, ease of maintenance for the System Administrator and usability/adoption for the End Users should be a consideration. Key objectives are:

  • To architect a solution that encompasses all processes and uses automation without over-engineering
  • To take current processes and/or lack of thereof and create a conceptual outline of the solution which includes all aspects of the technology being delivered
  • To schedule configuration tasks and transition development accordingly


Configure includes core Salesforce configuration, development, and integration; it consists of updating configurable data model, building custom fields/forms as needed, and modifying the application as identified during the Discover phase.  This phase will also include all integration development, as needed.  Key objectives:

  • To walk through the screens of the application to ensure the proper set-up, validate drop-down values, and to agree on field placement. The main objective is to gain agreement by key stakeholders regarding the look and feel of the page layouts.
  • To walk through a series of Day-in-the-Life scenarios and conduct configuration workshops. The primary purpose is for the stakeholders to understand and validate how the screens flow together to satisfy common business tasks.  This session is focused on the feel of the application and all functionality should be available.  The objective is to secure agreement of the application function from all stakeholders.


Conduct data quality analysis to identify inconsistency, duplication and underutilized fields and objects.  Key objective:

  • Provide data quality analysis report with detailed activities and ongoing plan to support data quality and accuracy
    • Comprehensive review of existing data integrity issues
      • Inaccurate, inconsistent or duplicate records in Salesforce
      • Individual records needing correction (e.g. deduplication, data cleansing)
    • Data Integrity Analysis
      • Data quality issues by object
      • Insufficient-incident ratio
    • Data Cleanup Recommendations
    • Data required to be imported or converted
    • Data Quality Testing included in User Acceptance Testing
    • Customized recommendations based on org volume, complexity and data specifications
    • Data Quality Action Plan
      • Steps to execute demand tools
      • Steps to Implement data quality control
      • Schedule for next steps decision


Audit / Test phase consists of an iterative series of tests aligned to ensure that the application and integrations operates in accordance with the requirements

Develop test plan and facilitate client sign-off and approval for Salesforce and Data Hub integration: Key Objectives:

  • Setup and establish testing process to log and address application defects and changes
  • Create comprehensive test plan and perform application unit testing and integration testing if applicable
  • Guide user acceptance testing and facilitate UAT meetings to address defects
  • Prioritize open issues and/or changes requested


Transition phase consists of training, knowledge transfer, and application deployment to production.  Key Objectives:

  • Deploy Application
  • Create deployment checklist and manage execution
  • Create unit tests to support APEX code for test coverage
  • Deploy all VISUALFORCE, APEX code, and configuration to production
  • Provide system access based on deployment plan to end-users
  • Develop training and user adoption documentation
  • Conduct Application Training
  • Conduct SFDC system administrator training sessions
  • Conduct Super User training sessions