Our Solution
1. Understanding their objectives
In order to perform a technical review, we initially needed to understand Chocolatey Software’s sales and support processes. This enables Adapt IQ to assess any variance from industry best practice and determine if it is appropriate for the specific use-case or not.
2. Defining their Approach
Following this, we reviewed the Salesforce implementation against Chocolatey Software’s process to determine two things; how well it supports the Chocolatey and best practice processes, as well as the solution’s technical suitability.
3. Customisation
The resulting assessment report provided a number of recommendations to bring Salesforce into closer alignment with best practice and Chocolatey Software’s processes. This report didn’t only consider improvements to the existing implementation, but also provided recommendations to roll-out currently unused features and detailed how these should be implemented to support future company growth. Moreover, the output also considered how identified process changes should be prioritised along with the recognised enhancements which were needed to support business expansion.
4. Delivery
Adapt IQ completed the engagement by implementing a number of the highest priority changes and enhancements to ensure Salesforce support the immediate growth plans of the business. Together, we now have a backlog of requirements to evaluate and progressively deliver against which are aligned to Chocolatey Software’s strategy vision and needs.
