Comprehensive, Detail-Oriented Project Management

The Refinery Source provides rigorous project management for Salesforce implementations. Our industry experience and depth of knowledge in Salesforce Sales Cloud, Marketing Cloud, Einstein Analytics,, and the AppExchange enables us to effectively manage any Salesforce implementation project from start to finish and with a meticulous eye for detail every step of the way. The Refinery Source has a full range of advanced Salesforce certifications and a passion for delivering innovative business solutions to our clients.

We utilize an Agile approach to development that allows us to focus on each client’s individual implementation needs. An Agile consulting process takes advantage of a combination of structured collaboration and rapid iterations to allow us to refine and optimize your implementation. We put our clients’ business needs first while prioritizing their feedback and requests. This provides us with the resources needed to accelerate the project while delivering even better value and service.

The Refinery Source Project Implementation Stages

Stage 1: Define/Design

  • Define key business processes, identify resources, and understand project scope
  • Prioritize process flows and generate user stories and persona descriptions

Stage 2: Develop

  • On-going collaboration facilitates effective refinement and estimation of user stories
  • Project scope is prioritized and reprioritized as needed to deliver superior business value
  • Generation of user-story backlogs for future sprints
  • Develop and refine adoption metrics

Stage 3: Test

  • The work generated in the previous stage is rigorously polished and refined
  • QA and User Acceptance Testing

Stage 4: Deploy

  • The final design is deployed
  • Data migration completed

Stage 5: Training

  • Final end-user training
  • Adoption metrics are tracked
  • Support needs are established extending beyond project launch