Avoid these 3 Project Delivery Pitfalls

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Salesforce development projects, both big and small, all too often face the same broad categories of pitfalls that can result in the project going over-budget or past its deadline. By being aware of these common pitfalls you can understand the ways in which they may affect your particular project and take the appropriate steps to avoid them.

Pitfall 1: Poor Project Alignment and Coordination

In order for your project to be successful, it is crucial that your entire team clearly understands their objectives. This includes project deliverables, when and what they should be working on, client expectations, business objectives, and project backlogs that may cause delays. The budget and timeline for the project should be clearly conveyed and your team should have a centralized way to effectively communicate and collaborate on project goals. Your project manager must also have all the information needed in order to see the big picture for the entire project in order to update project stakeholders about the progress of the project.

Pitfall 2: Inefficient Salesforce Change Management

Making a change in Salesforce can be a daunting prospect because if something breaks or inhibits performance, it could cause major ramifications for the entire company. That is why it is best practice to always document the changes you are making and to first make those changes in a sandbox for testing purposes. Once testing is complete you can deploy the changes from the sandbox environment to Production. This will also help you understand and track the changes your project will have on other projects and how they will integrate.

Pitfall 3: Improper Project Deployment

Some Salesforce teams fall into the trap of believing that because Salesforce enforces code coverage requirements, issues will not be able to slip past these controls. Unfortunately, that is not always the case. For any project deployment to be considered successful, it is imperative that it not break any existing functionality. To prevent this always track your entire deployment process including releases, backlog items, and test scripts.

Avoid These Project Development Pitfalls with The Refinery Source

The Refinery Source helps companies avoid these serious project development pitfalls by providing consulting and development services geared toward success. We use an Agile approach to project management to facilitate better client engagement, more effective communication, and greater project flexibility. Every project is different and while many of the pitfalls and best practices remain the same, we give each project the personalized attention it needs to flourish.

By Kevin Knight

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