success services - change management best practices
TRANSCRIPT
Change at Light(ning) SpeedChange Management Best Practices
Tarek StassenSuccess Engagement Manager
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Change Management: the roadmap
2 Analyze & PrioritizeRequests
1 Collect Ideas & Requests
3 Communicate 4 Train
Roadmap Framework
1. Collecting ideas and requests
Who provides input?
How can you capture it?
Chatter
Ideas
Cases
Discovery: what info do you need to capture?
What’s the change
Who wants this?
What’s the business value?
How to roll out Lightning ExperienceDevelop a rollout strategy and go live with greatness
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● Get educated on Lightning Experience
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● Measure your results
2. Analyze and Prioritize the requests
Who makes the decision?
How do you prioritize?
• Program Goals & Strategy
• Business Requirements
• Level of effort
• ROI
What happens to changes you can’t deliver?
Manage your change pipeline
Define a release cadence for your change pipeline
Minor releases
• Simple config changes
• Limited testing required
• Target Monthly
Updates
• Weekly bug fixes, configuration
Major releases
• New initiatives
• Significant testing required
• Target quarterly
How Existing Customizations are Affected
How to assess if any existing customizations are affected by Lightning Experience
Get the Lightning Experience Basics badge on Trailhead, where you’ll learn how to:
● Conduct a gap analysis
● Compare the two user experiences
● Learn about what isn’t supported
3. Communicate
1. Communication: early and often is best
2. Give people a place to voice their concerns. Create a Channel. Anonymously?
3. Plan communication in parallel with releases
Lightning Experience and Salesforce ClassicBoth experiences are available for customers to use
Lightning Experience Salesforce Classic
• The user experience immediately predating Lightning Experience is Salesforce Classic. • Features not yet supported in Lightning Experience are available in Salesforce Classic.• If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning
Experience and Salesforce Classic.
Switching Between Interfaces is EasyAny user can switch between interfaces on demand
4. Train your users
1. Know your users: early adopters, advocates, neutrals, resisters.
2. Adapt the training to the changes: Prework(sandbox), Live sessions, Tip Sheets, office hours…
3. Follow up and Support
Salesforce
Basics
App
Customization
Admin Trail: Starting with Lightning Experience
Lightning
Experience
Basics
Lightning
Experience
Features
Admin Trail: Migrating to Lightning Experience
App
Customization
Lite
Lighting
Experience
Rollout
Lighting
Experience
Rollout
Lightning
Experience
Basics
Lightning
Components
Lightning
Design
System
Lightning
Experience
Development
Visualforce &
Lightning
Salesforce
User Basics
Sales Rep Trail: Lightning Experience
Salesforce
User Tour
Developer Trail: Lightning Experience
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Don’t forget to monitor the impact
1. Use Salesforce Reports and Dashboards to monitor the impact.
2. Justify the changes made and impact to management and end users.
3. This will allow you to make further changes in the future.
Change Management: the roadmap
2 Analyze & PrioritizeRequests
1 Collect Ideas & Requests
3 Communicate 4 Train
Roadmap Framework
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