Understanding client requirements is the foundation of a successful Salesforce project. Running effective discovery workshops is a crucial step in the process. Here’s a breakdown of the five key areas to focus on to ensure you gather all the necessary information:
1. Preparation
– Research the client’s business, industry, and specific challenges.
– Identify the stakeholders and their roles within the project.
– Prepare a list of questions and topics to steer the conversation.
2. Discovery Workshop Structure
– Start with an introduction to set the stage and objectives.
– Use a mix of open-ended and specific questions to uncover pain points and requirements.
– Facilitate discussions that encourage stakeholder participation and collaboration.
3. Key Topics to Cover
– Current processes: Document the existing workflows to understand the starting point.
– Future state: Explore the client’s vision and define the desired outcomes.
– Integration needs: Identify any systems that will need to connect with Salesforce.
– Data considerations: Discuss data quality, migration needs, and governance.
4. Documenting Requirements
– Record conversations and decisions made during the workshop for reference.
– Use visual aids such as process maps and system diagrams to clarify complex points.
– Prioritize requirements based on business impact and feasibility.
5. Post-Workshop Activities
– Summarize the findings and confirm understanding with the client.
– Develop a requirement document or a solution design that aligns with the workshop outcomes.
– Plan the next steps, including project timelines, resource allocation, and any follow-up meetings.
By concentrating on these areas, you’ll ensure that nothing critical is overlooked and that the foundation for the Salesforce solution truly meets the client’s needs. Remember, the goal is to create a comprehensive blueprint that guides the entire project lifecycle.
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Source from salesforceben(dot)com