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Salesforce Methodology / Process

Roghnu’s implementation methodology is a delivery framework of phases, tasks, and milestones throughout the project in an Agile approach. We have found that this approach is best for suited to allow a fast and flexible approach allowing for quick course corrections and iterations as well as encouraging real time Stakeholder feedback.   This allows our clients to have a Minimally Viable Product in as little as four weeks to begin maximizing their investment. There are Six Phases:

Phase I

Analyze & Detailed Planning

The overall goal of the Plan & Analyze phase is to understand the need for Salesforce or issues that need to be resolved with the current configuration.

To begin the Plan step, we will begin with a Kick-Off meeting with you to further understand your goals and expectations as well as the strategic context and intent of the Project.  During the initial meeting, we will identify all Key Stakeholders who will be critical in making key decisions and holding team members accountable.

In the Analyze step of this phase, via JAD (Join Application Development) sessions, we will focus on understanding and documenting your current processes, and desired resolutions, data migration/conversion, and end -user training needs.

In parallel, we will jointly review and mutually agree on the detailed Project Plan that will include: milestone dates aligned with key deliverables, staff resources and their roles. we will also provide an updated implementation level of effort estimate reflecting the information gathered.  Other key deliverables from this phase include:  End User Training Plan, Initial Customer and Vendor Data Upload Approach and Deployment Approach.  At the end of Phase I, we may provide a more detailed Statement of Work with revised estimates.  We will not proceed to Phase II without your approval of a new statement of work, if changes to the original Project scope have been made.

We will also offer product overview training to your key resources to enable productive participation in the configuration requirements process. Our goal is to ensure that these resources are able to maintain the system after the implementation is complete.

Phase II

Design, Configure, Build

In the Design & Configure phase, we enable your new business capability by configuring the product setup, performing data conversion and data load templates per your requirements.  We also work jointly with you to perform the initial data upload into the new Salesforce system.  The key deliverable from this phase is a configured MVP Salesforce product loaded with your data from your historical data and ready for the next phase.

Key Activities Include:

  • Customize Standard Objects
  • Creation of Custom Fields, Custom Objects, Page Layouts, Custom Profiles, Quick Actions, Process Builder creation, and Approval Processes
  • Creation of Email Communication Templates, Lead Assignment Rules, and Web-To-Lead setup
  • Creation of Role Hierarchy
  • Data Migration from Historical CRM
  • Load Users and Assign Roles and Profiles
  • Dashboard, Reporting, and List View Creation and Role Security Assignment

Phase III

Test & Train

In the Test and Train phase, we test your new Salesforce system and train your key resources on their new business capabilities.  This includes Roghnu performing high-level product testing of your environment to ensure it functions as intended.  We then train your end users on the configured system loaded with your historical data.  Additionally, this training approach engages your key resources to document their own specific business process methods and procedures for use when the system is deployed and enable them to train additional users (train the trainer).  After being trained, your users will also perform their own User Acceptance Test (UAT) to ensure the system is ready for ‘go live’ in the production environment.  The key deliverables from this phase include proficient end users and a configured user-accepted Salesforce Sales Cloud ready for deployment.

 Key Activities Include:

  • Conduct User Acceptance Training
  • Deliver Training to Key Resources on ongoing Maintenance
  • Consult with Client on SOP definition for new processes

Phase IV


The Deploy phase includes all planning and production readiness activities leading up to and including the final system ‘go live’ deployment to the end users and transition of the application management responsibilities to the ongoing support unit (power user).  The key deliverable from this phase is a successful deployment of your Salesforce system in the production environment.

Key Activities include:

  • Key Deliverable Sign-Off
  • Document changes for the next iteration

Phase V

Project Closure

Once all iterations have been completed we will transition you to Salesforce support and ensure you know how to submit a case, and review the extensive Knowledge Base.

Roghnu is also available to assist you with other future project-based work such as Salesforce module enhancements, additional training, new module implementations, system customization, system integration, and report writing to meet your changing needs. Lastly, through our Roghnu account management process, we will continue to communicate with you about the new releases of Salesforce and the new features that can be utilized by leveraging the most current version of the software.

Phase VI

Optimization Cycles

After the Deploy Phase there may be new functionality that is identified as a result of users actually using the solution on a daily basis. These cycles are a repeat of Phases I – IV in a condensed timeline.

Salesforce Project Team Role Descriptions

Project Manager

Roghnu project managers have over 10 years of software implementation experience coupled with certifications.


  • Project Managers are responsible for updating the Project Plan, documenting the Project Status, Project Health Log, and sending the weekly report detailing Planned to Actual Duration and Planned to Actual Work.
  • Documentation of business requirements, Standard Operating Procedures, and Business Process Flow.

Salesforce Certified Administrator

Roghnu Salesforce Certified Administrators have technology/business degrees, and are certified Salesforce Administrators. On average, they have over 3 years of Apex and Salesforce experience.


  • Creating Data Model, custom objects, custom fields, custom profiles, page layouts
  • Data Migration, quality assurance, report and dashboard creation

Salesforce Certified Developer

Roghnu Salesforce Certified Developers have technology/business degrees, and are certified Salesforce Developers. On average, they have over 3 years of Apex and Salesforce experience.


  • Creating custom code (Apex, JavaScript) required for triggers, and visual force pages.
  • Deploying changes from Sandbox to Production environments
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