Enterprise Strategy & Governance: Salesforce Foundation Assessment

Enterprise Strategy & Governance: Salesforce Foundation Assessment

Mike S

Salesforce Enterprise & DevOps Architect

14 days
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The Salesforce Foundation Report ensures clients have the appropriate foundation upon which to build their Salesforce initiative. Throughout this engagement we evaluate, diagnose and benchmark five fundamental areas. These five areas provide the underlying infrastructure that ensures project success, sustainability and scale. While each topic is independent, their levels of maturity are interconnected and help to inform where a client is on their journey with Salesforce. With this insight we create a tactical roadmap that is pragmatic and specific to the client ensuring their Salesforce platform success. During the engagement we will provide an assessment around the following topics: Business & IT: FOCUS: How do Business Units make decisions about Salesforce initiatives and how effectively is IT set up and aligned to execute these decisions. Investment & Funding Model: FOCUS: How is a client’s current structure to properly capture requirements and deliver on new initiatives. We also review how funding managed. Specifically, is funding split between divisions, are charge backs leveraged, is funding done per initiative or by way of a capacity model? How is funding for the daily operation sustained? Agility & DevOps: We review the client’s architecture, data management capabilities and DevOps methodologies. This includes the ability to define and align architectural governance, design principles and best practices to support the appropriate Software Development Lifecycle (SDLC). From these findings we also advise the client on their use of Waterfall, Agile or SAFe methodologies and provide tactical next steps and recommended timeframes. Change, Culture & Expertise: We evaluate if the best people are in the right position with the appropriate skills in order to fulfill the business objectives of Salesforce. This includes reviewing the client’s ability to acquire, maintain and upgrade Salesforce skills. Data & Architecture We review the client’s org footprint and ownership structure around who has access and control to what orgs. We also cover Data and Data Governance activities. In our assessment we review history, usage, ongoing development and how changes are prioritized within the larger Salesforce ecosystem.


This program is 8 weeks and will provide tactical guidance for your client’s organization focused on growth and scale.

• Hold Workshops • Same Day Debriefs o Major takeaways & trends o Process Gaps & opportunities to improve • Review Findings o Trends o Items for follow up o Hot points for survey • Create Surveys o Limited question sets o 1 to 5 rating • Conduct Surveys • Analyze and Formulate Report • Internal Review and Refinement • Present Report

Frequently Asked Questions

Which services can clients contract via the MeasureMatch marketplace platform?

The consultants, consultancies, agencies & SIs in our global network execute important systems and data project work including, but not limited to:

-            Select and deploy a data warehouse solutions like Snowflake, BigQuery and others

-            Set up dashboards in Power BI, Tableau or Google Data Studio

-            Power customer data collection using RudderStack, Segment, Tealium or similar

-            Implement product analytics solutions like Mixpanel or Amplitude

-            Build data pipelines in Azure, AWS and Google Cloud

-            Transform data using dbt, Fivetran and similar

-            Plus heaps of data & analytics services reaching into complex AI/ML initiatives

The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 3,000+ tools and products including the Adobe Experience Cloud stack, the Google Marketing Platform and Google Cloud suite of tools, Segment, Mixpanel, Intercom, Hubspot, DOMO, Power BI, Tableau and 1,000s more.

Does MeasureMatch quality control new service providers?

Every one of the MeasureMatch network of service providers has been through a stringent application process, including an interview to ensure relevance of Service providers and quality of delivery. And each is fully aware of the how the platform works, including the commercial framework.

Why book consultants or consultancies via MeasureMatch?

It's easy and incredibly fast to find and book an incredibly valuable professional services partners through the MeasureMatch marketplace platform.

And, because we handpick and screen all service provider applicants, or they are invited by technology vendors participating in the MeasureMatch Partner Exchange, we're seeing more than 95% of contracts rated 5 full starts by clients (as of September 2023).

Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you need - to name a few in one of our most popular services categories (CRM & Marketing Automation), MeasureMatch has the skills and pros you need.

3,000+ skills across 10,000+ systems & data services professionals are accessible via the MeasureMatch marketplace and partnerships platform.

You'll have direct, seamless and flexible access to a highly-skilled, verified workforce of independent consultants, consultancies, agencies and even system integrators, each armed with the skills to advance customer and product data collection, data engineering, data pipeline management, marketing analytics, marketing automation, personalization, programmatic media investment management and much more.

Who should sign up to MeasureMatch?

On one side, through a Client account, the platform is for business leaders who need to solve for, address and advance any number of cloud software systems and/or data challenges, and they are open to embracing service providers located anywhere across the globe to get the work done.

On another side, with a Service Provider account, MeasureMatch is for consultancies, agencies, system integrators and independent consultants to provide exceptional systems & data professional services.

The third entry point into MeasureMatch, the Partner Exchange, is for SaaS and enterprise software vendors, and a growing number of other types of organizations, to use a set of tools grow and deepen service provider relationships for customer success, go-to-market partnerships, and more.

What are MeasureMatch Service Packages?

A Service Package describes a service on offer from a consultant or consultancy participating in the MeasureMatch professional services marketplace.
Service Packages compliment MeasureMatch Experts' profiles with services that can be booked "off the shelf".
Service Packages are the only way a prospective client can directly strike up a discovery, scoping, pricing negotiation with any MeasureMatch Expert - otherwise, a project brief needs to be submitted.
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