Unisys Salesforce Implementation

G-Cloud 14 Service Definition

Overview

Our Salesforce Implementation Services embody a capability-driven approach tailored to meet the evolving technological needs of businesses. Rooted in Salesforce's robust platform, our methodology enables the swift creation of scalable, efficient, and transparent architectures. Leveraging advanced Salesforce tools and methodologies, we ensure reliability and cost-effectiveness throughout the implementation process.

Our comprehensive approach to Salesforce implementation integrates cutting-edge techniques, guiding your organisation through each phase with precision and expertise. Security measures are seamlessly woven into our process, ensuring continuous improvement, and offering flexibility through modular Salesforce solutions.

From initial assessment to optimised Salesforce operations, our carefully crafted strategy ensures a seamless transition and long-term success. We prioritise meticulous planning and multi-phase execution to deliver a Salesforce solution that aligns perfectly with your business goals and fosters sustained prosperity.

Features

Customisation Capabilities – Tailored to your specific business requirements, our Salesforce implementation solution offers extensive customisation options. From custom fields and objects to personalised workflows, we ensure that Salesforce aligns perfectly with your organisation's processes.

Seamless Integration – Our solution seamlessly integrates Salesforce with your existing systems and applications, ensuring smooth data flow and minimal disruption to your operations. Whether it's CRM integration, ERP integration, or third-party app integration, we optimise connectivity for enhanced efficiency.

User-friendly Interface – We prioritise user experience, designing intuitive interfaces within Salesforce that are easy to navigate and understand. Through user training and ongoing support, we empower your team to maximise productivity and engagement within the platform.

Data Migration Expertise – Our team possesses extensive experience in data migration, ensuring a seamless transition of your existing data into Salesforce. We maintain data integrity throughout the process, minimising risks and ensuring accuracy.

Advanced Analytics and Reporting – Unlock the full potential of your data with advanced analytics and reporting capabilities within Salesforce. From customisable dashboards to predictive analytics, our solution empowers you to gain valuable insights and make data-driven decisions with confidence.

Mobile Optimisation – Access Salesforce anytime, anywhere with our mobile optimisation features. Whether it's through the Salesforce mobile app or responsive design, we ensure that your team can stay connected and productive on the go.

Scalability and Flexibility – Built on Salesforce's scalable platform, our implementation solution grows with your business. Whether you're a small startup or a large enterprise, we ensure that your Salesforce instance can adapt to changing needs and requirements.

Security and Compliance – Security is paramount in our Salesforce implementation solution. We implement industry best practices and robust security measures to protect your data, ensuring compliance with regulatory standards and providing peace of mind for your organisation.

Continuous Support and Maintenance – Our commitment to your success extends beyond implementation. With ongoing support and maintenance services, we ensure that your Salesforce instance remains optimised, secure, and aligned with your evolving business needs.

Cost-effectiveness – We deliver high-quality Salesforce implementation solutions that offer maximum value for your investment. By optimising resources and streamlining processes, we help you achieve cost-effectiveness while maximising the benefits of Salesforce for your organisation.

Benefits

Enhanced Efficiency – Streamline your business processes and workflows with our Salesforce implementation solution, reducing manual tasks and increasing productivity across your organisation.

Improved Collaboration – Foster collaboration and communication among teams with seamless integration of Salesforce with existing systems, enabling shared access to information, and promoting teamwork.

Actionable Insights – Unlock valuable insights from your data with advanced analytics and reporting capabilities within Salesforce, empowering you to make informed, data-driven decisions that drive business growth.

Enhanced Customer Experience – Deliver personalised experiences with a 360-degree view of their interactions and preferences, resulting in increased satisfaction, loyalty, and retention.

Scalability – Scale your Salesforce implementation to accommodate the evolving needs of your business, whether it's expanding into new markets, adding new products or services, or accommodating growth in customer base and workforce.

Cost Savings – Optimise resource allocation and operational costs with our cost-effective Salesforce implementation solution, reducing overheads associated with manual processes and disparate systems.

Compliance and Security – Ensure the security of your data and compliance with industry regulations with our robust security protocols and adherence to best practices in data management and privacy.

Agility and Adaptability – Stay ahead of the competition and adapt to changing market dynamics with a flexible and agile Salesforce implementation solution that can quickly respond to new opportunities and challenges.

Long-Term Success – Our comprehensive support and maintenance services ensure that your Salesforce instance remains optimised and aligned with your business objectives, fostering long-term success and growth.

Maximised ROI – By leveraging the full potential of Salesforce and optimising its usage across your organisation, our implementation solution delivers maximum return on investment, driving tangible business outcomes and value creation.

On-Boarding

Discovery and Assessment

Initial Consultation: We begin by understanding your business goals, processes, and pain points through in-depth discussions with key stakeholders.

Needs Assessment: Our team conducts a thorough analysis of your requirements, identifying areas where Salesforce can add value and address challenges.

Solution Design and Planning

Custom Solution Design: Based on the assessment findings, we design a tailored Salesforce solution that aligns with your unique business needs and objectives.

Planning and Road Mapping: We create a detailed implementation plan and roadmap, outlining key milestones, timelines, and resource requirements for the project.

Configuration and Customisation

Platform Configuration: Our experts configure Salesforce according to the agreed-upon design, setting up custom fields, objects, workflows, and automation rules.

Custom Development: If needed, we develop custom functionalities or integrations to extend the capabilities of Salesforce and meet specific business requirements.

Data Migration and Integration

Data Assessment and Cleansing: We assess your existing data, clean and prepare it for migration to Salesforce, ensuring accuracy and integrity.

Data Migration: Using industry best practices and tools, we migrate your data into Salesforce, mapping it to the appropriate fields and objects.

Integration Setup: We integrate Salesforce with your existing systems and applications, ensuring seamless data flow and connectivity across your organisation.

Training and Adoption

Knowledge Transfer: We provide comprehensive knowledge transfer sessions for your team, covering Salesforce basics, workflows, and best practices to ensure effective adoption.

Change Management: Our change management strategies help prepare your organisation for the transition to Salesforce, minimising resistance and maximising user acceptance.

Testing and Quality Assurance

System Testing: We conduct rigorous testing of the Salesforce implementation to ensure that all functionalities work as intended and meet your requirements.

User Acceptance Testing (UAT): Your team participates in UAT to validate the solution and provide feedback before finalising the deployment.

Implementation and Service Transition

As the implementation nears completion, we initiate the service transition planning phase. This involves preparing your organisation for the transition to full-scale operation with Salesforce. We develop transition plans, communication strategies, and support frameworks to facilitate a smooth and seamless transition process.

Deployment and Go-live

Deployment Planning: We carefully plan the deployment process, scheduling downtime, and ensuring minimal disruption to your operations.

Deployment Execution: Our team oversees the deployment process, ensuring that the Salesforce solution is successfully deployed and accessible to users.

Post-implementation Support

Ongoing Support: We provide continuous support post-implementation, addressing any issues or questions that may arise and ensuring smooth operation of the Salesforce instance.

Optimisation and Iteration: We work with you to identify opportunities for optimisation and improvement, iterating on the solution to further enhance its effectiveness and value to your organisation.

Pricing

Please see separate Pricing document.

Ordering and Invoicing Process

The ordering and invoicing process is as per the Call-Off Terms.

Termination Terms

Termination is subject to the call-off terms.

Customer Responsibilities

Your responsibilities include:

Clear Communication – You are responsible for providing clear communication regarding their business requirements, goals, and expectations for the Salesforce implementation. This includes conveying any specific customisation needs, integration requirements, and data migration preferences.

Data Preparation – You must ensure that your data is clean, accurate, and well-organised prior to the implementation process. This may involve data cleansing, deduplication, and validation to optimise the migration into Salesforce.

User Engagement – You are responsible for engaging your users in the implementation process, including participating in training sessions and providing feedback on system usability and functionality. User involvement is crucial for successful adoption and utilisation of Salesforce.

Change Management – You should proactively manage organisational change associated with the implementation of Salesforce. This includes communicating the benefits of the new system, addressing concerns, and facilitating the transition to new processes and workflows.

Testing and Validation – You are responsible for testing and validating the Salesforce implementation to ensure that it meets their business requirements and operates effectively. This may involve conducting user acceptance testing (UAT) and providing feedback for any necessary adjustments.

Security and Access Control – You are responsible for defining security roles, permissions, and access controls within Salesforce to safeguard sensitive data and ensure compliance with internal policies and regulatory requirements.

Continuous Improvement – You should be proactive in identifying areas for improvement and providing feedback to enhance the Salesforce implementation over time. This includes collaborating with our team to implement new features, optimise workflows, and address any emerging needs or challenges.

Resource Allocation – You are responsible for allocating appropriate resources, including personnel and budget, to support the Salesforce implementation project. This may involve assigning key stakeholders, providing access to necessary resources, and ensuring timely decision-making throughout the process.

Adherence to Timelines – You should adhere to agreed-upon project timelines and milestones to facilitate a smooth and timely implementation process. This includes providing timely feedback, approvals, and support to avoid delays and ensure project success.

Partnership and Collaboration – You are encouraged to maintain an open and collaborative partnership with our team throughout the Salesforce implementation journey. By working together closely, we can address challenges effectively, leverage opportunities for innovation, and achieve mutual success.

Technical Requirements

The technical requirements of our Salesforce implementation solution encompass several key aspects aimed at ensuring a robust, scalable, and seamlessly integrated system.

Firstly, it necessitates compatibility with existing systems and applications within your infrastructure. This entails thorough assessment and planning to identify integration points and establish streamlined communication channels between Salesforce and other platforms, such as CRM, ERP, or marketing automation systems.

Data management and migration represent another critical aspect of the technical requirements. This involves implementing data cleansing, transformation, and migration strategies to ensure the smooth transition of existing data into Salesforce while maintaining data integrity and accuracy. Additionally, data security measures must be integrated to safeguard sensitive information and ensure compliance with relevant regulations.

Customisation capabilities are paramount to tailor Salesforce to the unique needs and workflows of your organisation. This encompasses the development of custom fields, objects, workflows, and automation rules to align Salesforce with specific business processes and requirements.

Furthermore, the implementation solution must prioritise scalability and performance to accommodate growth and evolving needs over time. This involves optimising system architecture, leveraging Salesforce best practices, and employing scalability strategies to ensure that the solution can scale seamlessly as your business expands.

User experience is also a key consideration, necessitating the design of intuitive interfaces and workflows within Salesforce to enhance usability and productivity for end-users. This includes conducting user testing and gathering feedback to iteratively refine and improve the user interface and functionality.

Lastly, ongoing support and maintenance are essential components of the technical requirements, ensuring the continuous optimisation, monitoring, and enhancement of the Salesforce implementation post-deployment. This involves providing technical support, troubleshooting issues, implementing updates, and proactively addressing any performance or usability concerns to ensure the long-term success and effectiveness of the Salesforce solution.

Service Management

The service management of our Salesforce implementation solution encompasses a holistic approach to ensuring the success and ongoing optimisation of the Salesforce platform within your organisation.

From the initial stages of implementation through to post-deployment support and maintenance, our service management framework is designed to deliver value at every step of the journey.

At the outset, our experienced team collaborates closely with you to gain a deep understanding of their business requirements, goals, and challenges. Through comprehensive consultations and needs assessments, we tailor the Salesforce implementation to align seamlessly with your unique needs and processes.

During the implementation phase, our project management methodology ensures meticulous planning, efficient execution, and transparent communication. We adhere to predefined timelines and milestones, keeping you informed of progress every step of the way. Our team leverages industry best practices and proven methodologies to streamline processes, mitigate risks, and deliver high-quality results within budget and scope.

Following deployment, our service management extends to ongoing support and maintenance to maximise the long-term value of the Salesforce platform. We provide comprehensive training programs to empower users, foster adoption, and drive proficiency with the Salesforce system. Our dedicated support team is readily available to address any issues, provide technical assistance, and offer guidance on best practices for optimising system performance.

Continuous improvement is at the core of our service management approach. We actively seek feedback to identify areas for enhancement and innovation within the Salesforce implementation. Through regular reviews, updates, and proactive maintenance, we ensure that the Salesforce platform evolves in tandem with your evolving business needs and objectives.

Our service management framework is underpinned by a commitment to excellence, integrity, and customer satisfaction. We strive to exceed expectations, build enduring partnerships, and empower you to achieve your strategic goals through the power of Salesforce. With our comprehensive service management, you can trust in a seamless Salesforce implementation journey that drives efficiency, innovation, and growth for their organisation.

Deployment Options

The solution can be deployed on a your own cloud infrastructure, on public cloud such as AWS/Azure, or on the Unisys Secure Public Sector Cloud. You will be responsible for all hardware and software required to support this option. Technical consultancy can be provided for activities such as infrastructure sizing, upgrade, migration, transition, DR/BC design, implementation, testing and integration.

Service Constraints

Platform Limitations – The implementation process is constrained by the features and capabilities of the Salesforce platform, necessitating adherence to platform constraints and limitations during solution design and development.

Resource Availability – Availability of skilled resources, including Salesforce developers, administrators, and consultants, may constrain the speed and scale of implementation efforts, potentially leading to extended timelines or resource constraints.

Integration Complexity – Integration with existing systems and third-party applications may introduce complexities and dependencies that could impact the implementation timeline and require careful management to ensure seamless integration and functionality.

Data Migration Challenges – Data migration from legacy systems to Salesforce may pose challenges related to data quality, volume, and compatibility, potentially impacting the accuracy and completeness of data during and after the implementation process.

Security and Compliance Requirements – Adherence to security and compliance standards, such as GDPR or industry-specific regulations, may introduce constraints on data handling, access control, and system configurations, requiring careful consideration and implementation of security measures throughout the process.

Change Management – Adoption of new Salesforce solutions may face resistance from users or stakeholders, necessitating effective change management strategies and training programs to ensure smooth transition and user acceptance.

Budgetary Constraints – Budget limitations may constrain the scope of implementation activities, requiring prioritization of essential features and functionalities to deliver within budget constraints while maintaining quality and effectiveness.

Customization Complexity – Complex customization requirements, such as custom code development or intricate workflow configurations, may introduce constraints related to development efforts, testing, and maintenance, requiring careful consideration and planning to ensure successful implementation.

Scalability and Performance – Considerations for scalability and performance may impose constraints on solution design and architecture, requiring careful optimization and performance tuning to ensure the system can scale effectively as business needs evolve.

Vendor Dependencies – Dependencies on Salesforce as a vendor may introduce constraints related to platform updates, licensing changes, or support availability, requiring ongoing communication and collaboration with the vendor to mitigate potential impacts on the implementation process.

Estimated Timeframe

This solution is designed to be flexible and adaptable, accommodating a wide range of scenarios and requirements. Timeframes for implementation are heavily dependent on factors such as the size, number, and complexity of the implementation.

Exclusions

The attached pricing includes assessment, implementation, and transitional services.