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Salesforce Lightning
Migration Consultancy.

Preparing you for Lightning transition.

SALESFORCE
TECHNICAL ARCHITECT
SALESFORCE
ADMINISTRATOR
SALESFORCE
PLATFORM DEVELOPER

CHALLENGES WE
MEET

Migrating to Salesforce Lightning is a game changer for your business. Lightning enables a vastly enhanced user experience with the potential to streamline process flows without the need for code. Lightning conversions typically include transformational change and evolution over extended timeframes rather than the shorter more discrete traditional Salesforce implementations. We will provide you with unwavering support and guidance every step of the way based on our extensive experience and considerable domain expertise.
Stakeholder involvement
Are all your stakeholders and executives aware of the change? Are they engaged in the planning and do they realise the power and potential of Lightning? To promote awareness and transparency, be sure to get key decision makers to participate in group discussions on the transition strategy. We will help you provide your executives with all necessary information to drive decisions and promote adoption.
User involvement
Have you collected Salesforce internal user feedback and addressed real user needs and concerns? Have you laid the groundwork for seamless Salesforce user adoption? Are your Salesforce users aware of the ton of benefits the Lightning Experience offers to your business and their role in the transition process? That’s what user involvement is all about.
Readiness assessment
Are the right departments bought into decisions on timelines, objectives and metrics to measure the success of the Lightning transition? It is imperative that all your teams have a clear understanding of the true value they can extract from this new tool designed to propel your business growth. Defining consistent objectives and a clear vision is key.
Measure and reward
It is vital you have a clear vision and strategy for Salesforce adoption. It is also critical to be aware that your teams may not achieve full adoption of the tool by the time the system is ready to go live – it's a gradual process that involves ongoing training and measuring success. Set milestones at the organization level or even on an individual basis and remember to reward those employees who make gains and eventually embrace the new system.
Continuous improvements
Lightning adoption is an evolution – it doesn’t come to an end with the rollout of a new solution. Functionality changes fast. So do user needs and business objectives. Lightning gives your platform the flexibility to meet ever changing business and user needs and is crucial for seamless Salesforce engagement. Motivate your Salesforce users to provide feedback on the new functionality. We can help delivery incremental enhancements to make the system flex with your organization and sustain the benefits of high adoption.
01

Technical Foundation

It is almost impossible to think globally about business strategy and investments in Salesforce (new products, custom development, migration of processes from external systems to Salesforce) without having a clear understanding that technical debt (critical application problems) is a root point.

  • - Knowledge Base;
  • - Files;
  • - Visualforce Development;
  • - Email Templates;
  • - Custom buttons;
  • - Data model: types of fields.
02

Lightning Consistency

Lightning Consistency step presents the conceptions of data storage, Knowledge Base architecture and all necessary actions that are associated with the Lightning platform but not with the business cases.

  • - The complexity of the data model elements (quantity of fields, and specific field types);
  • - The limit of click and point features;
  • - The lack of consistent implementation approach;
  • - Quality of tests and code coverage.
03

Lightning Business

The third step is Lightning Business Cases associated with Department based features in the service process that should be covered by the new Lightning System. This layer includes acceptance from VIP/Payment/CS Departments. As the Lightning platform has limitations that affect business users, all of these limitations should be reported to key-role representatives.

04

Lightning Improvements

Lightning Improvements layer is a new round of Lightning Adoption. This layer has been added to the current transition plan as a box-ticking process. Because the next iteration of adoption has pre-requisites that are not applicable to the current iteration.

WHAT YOU'LL GET

TECHNICAL

FOUNDATION

We will assess the technical debt of your classic implementation, what refactoring is required and help you through prioritisation of features and processes to move to Lightning

LIGHTNING

CONSISTENCY

We will advise on any limitations in Lightning and how to achieve a harmonious rollout to users and teams

LIGHTNING

BUSINESS CASES

Development and business acceptance of new interfaces and processes, understanding how Lightning measurably improves the 'as-is' and provides value to the business

LIGHTNING

IMPROVEMENTS

Collation of feedback and prioritisation of the next wave of incremental change

TECHNICAL

FOUNDATION

Rank Team to decide what issues are critical and scope of refactoring

Rank Team to decide how to proceed with quality assurance process: Test Suits preparation, Automated Tests

LIGHTNING

CONSISTENCY

Rank Team to decide what Lightning Features will be involved to Classic: Lightning KB, Files

Rank Team to understand that postponing of Lightning features involvement increases the complexity of migration

LIGHTNING

BUSINESS CASES

Rank Team to share with VIP/Payment/CS Department representatives the Lightning limitations checklist

Rank Team to gather acceptance of Lightning Adoption

Rank Team to organize Workshop/Training end-users sessions to show potential configuration

Rank Team to monitor new Releases and Readiness Reports for Departments that do not accept the transition in the current Salesforce release

LIGHTNING

IMPROVEMENTS

Rank Team to interview end-users

Rank Team to collect the feedback

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