We offer a range of technology services to organizations, from helping draft a vision for the system to actually going live with the system.
Strategic Consulting
Perhaps you're still wondering exactly what Salesforce can do for your organization. We work with you to explore the range of possible options with Salesforce and plan a roadmap to help prioritize and phase different components of the system.
Discovery and Business Analysis
It's important to have a clear sense of what's needed before actually designing or building a system. Discovery serves as the foundation on top of which all other pieces of a project come together. KD Tech Consulting will work with you to distill your requirements for what your need the system to do and help map out how processes will flow in the system and how users will interact with their data.
Solution Design
To ensure that your system works as you expect, KD Tech Consulting will provide our technical expertise to determine how best to achieve certain expectations in the system. By carefully and thoroughly planning out the architecture of the system, we will help ensure that your system is built in a robust manner and can grow and evolve with your organization.
System Implementation
Once you have a clear sense of what you need your system to do, we help turn that vision into a reality. By leveraging the native Salesforce platform, we will build out the necessary data architecture to store and manage your information.
Based off your needs, system implementation may include:
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Data architecture (what information goes where)
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System automation
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Security policy
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Analytics
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User Interface
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3rd-Party Tool Implementation
Data Migration
A system is only as good as the data in it. We assist with moving data from historical systems into Salesforce, identifying data quality issues, and determining the appropriate solution to address those issues.
User Training
You're ready to launch, but your end-users are not quite sure what to expect in the system or perhaps they have never used Salesforce before. Through power user trainings, we help make sure everyone in your organization can get the most of the system. We also provide system administrator training so that you can manage your system internally and be less dependent on outside consultants.
System Adoption and Support
Once your system is live there may be further adjustments and fine-tuning. We help your organization address any adoption hurdles. We also help you institutionalize knowledge about the system to ensure that users continue to have context regarding how the system functions and how various processes are performed.
Project Management
Scope, budget, timeline, expectations. Sometimes things can feel chaotic during a project, with many moving pieces, deadlines, and dependencies. We offer project management services to help keep everything on track.