The Situation

Client wants to use Salesforce FSL in lieu of the current manual work to handle the work from the end client which has lot of issues in maintaining the data, generating the invoices and doing financial reporting.

The Task

Task was to reach out to various teams like Back Office Commercial and Engineers to understand what needs to be available in the product which will help to manage the activities much easier and keep track of the events that are taking place

The Action / Approach

Requirements are converted into User Stories
Discussion with Developers and Testers to explain the Requirements.
Once development done and tested by the Testers myself also will test the product.
Once it is available in UAT will inform the appropriate business users to test and where ever necessary Demo will be given to explain what has been done.
Feed back will be taken to fix the bugs
Based on approval from all stake holders involved will move the Product to Live.

The Result

Client was delivered a Salesforce Product within 4 months of starting the project.

100+ users were on boarded and half of them were set up as Mobile Users and training was provided for them to user the Salesforce Mobile App.

Manual work of receiving the orders and distributing them to variuos members were stopped and every activity now is routed through Salesforce

Finance Team will have a glimpse of the receivables and payables by running various reports.

Relevant Skills

Practice