Passage Technology Blog

Dear PT, 

In this competitive job market, with turnover increasing, productivity is a challenge. We need to get new employees at our company onboarded and up-to-speed as soon as possible.  We have a number of separate processes in place within Salesforce^® for both compliance and training. How might we take a more comprehensive approach to get better outcomes?

M. Ployer in Train, Germany

Dear PT, 

At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce^® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?

Gus Towmer in Welcome, ON, Canada

Dear PT, 

We use Salesforce^® at our company, but we manage projects outside of Salesforce. This creates numerous challenges, and never more than when an established project plan has dates and deadlines that must be adjusted. Obviously, there is a ripple effect on the project, and most project planning software can handle that. However, when it comes to the associated projects and tasks that also reside in Salesforce, extra work is required, and it can be subject to error.  What can we do about this?

Ty M. Schiff in Gantt, AL

When there’s a big project on the line, there’s the chance that it will either fall apart, take longer, or cost more if it’s not managed properly.

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

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.

Risk and issue management is critical to avoiding project failure. Many project management organizations (PMOs) place an emphasis on these practices, however, these processes are ill defined. A consequence of an ill-defined process is that people do not perform it consistently or at all.