Passage Technology Blog

Filtered by project-management

Ask PT About Project Management for Product Launches in Salesforce

2022/08/25

Dear PT, 

We use multiple clouds from Salesforce® throughout our company. Our various functional teams successfully use Projects to track and complete their activities. However, when it comes time for new product creation and launch, it's difficult to manage resource allocation as well as coordinate all of the functions and all of the work. Adding in external partners makes it even more complicated. How can we execute our new product in Salesforce Projects and Tasks in a more cohesive manner?

Gotom Arkett from Revel, France

Ask PT About Managing Repeatable Projects in Salesforce

2022/06/15

Dear PT, 

The nature of our business requires completing the same projects over and over. These projects overlap similar projects, each in a different stage of the same project process. The only differences are beginning and end dates, and once in a while a special task or dependency is needed. We tend to create these project plans from scratch each time—how can we streamline our efforts?

Tim Pleats from Standard, Canada

Ask PT About Using Salesforce to Manage Product Development Activities

2022/04/19

Dear PT, 

At our company, we use the phase-gate development process to create our products, from releasing new most viable products (MVPs) to updating later versions. It is a lightning fast process, so it is important we improve our project management abilities. We’d like to use Salesforce®, but it has limited project management functionality. Any suggestions?

Emma Veepea from Waterfall, PA

Overcome IT Project Management Challenges & Cost Overruns

2022/03/21

How to Transform your Salesforce Environment into a Project Execution Platform

Wow. Did you know that one in six IT projects have a cost overrun of 200%? Since project management touches almost every aspect of how organizations achieve their goals, it can have a big impact on costs.

Keeping Projects on Track in a Hybrid Work Environment

2021/10/06

Achieve Project Management Excellence within the Salesforce Platform

Now more than ever, our work lives are full of shifts and changes. We are living in a period of rapid digital transformation, which has been accelerated by the pandemic.

 

How to Get Employees to Keep Track of Time, and Why It’s Useful

2020/09/14

Why time tracking is Useful

Before, workers would clock in and out with physical time sheets to prove they had come in to work that day, and for how many hours. There are now digital versions of time cards, which is great for a more remote workforce, but it doesn't show how that time was spent. 

 

How to Jump Start Your Project Management in Salesforce

2016/06/10

Let's face it: project planning is next to impossible with an unorganized and underutilized Salesforce platform. Inconveniently placed data is a major frustration for anyone tasked with the responsibility of running reports. We have a few add-ons to Milestones PM+ that will enhance your project management workflow. We’ve also compiled a few use cases for each of the various add-ons below along with install instructions to make the process even easier:

Passage Technology Blog