We don't profess to have all the answers to the challenges of digital implementations but we regularly put our thoughts on (electronic) paper to share what we have seen work, and equally importantly, not work.
It works out, the benefits of technology are not technical at all. They are overwhelmingly human. Your technology selection, implementation, and adoption process should be driven by how well the above human factors can be achieved. This means, in many ways, that the coolest technology or the most powerful technology for any given function is not always the right choice.
To us, your organisational data model is your software floor plan and the relationships, reporting requirements, performance, and relevance the inputs into this model. This article discusses the validity of focusing on your organisational data in preference of system processes initially and why this will underpin your digital solutions well into the future.
This story comes in the form of an interview we conducted with one of our lead consultants and his approach to building a generic and configurable file import utility within the Salesforce platform. Alex opted for an approach in which he used Salesforce Flows rather than APEX to give our clients maximum flexibility of change as well as reduce the initial implementation costs.
Digital services have become incredibly powerful over the past few years and very few requirements exist today that have not already been considered or developed ready for your consumption. This includes on-demand services such as CRM, Finance, HR, Payment Processing, Intranets, and Marketing.
The question is, why would you use a CRM platform for fundraising and why should this platform be Salesforce rather than any other technology.
Almost every organisation considers a digital transformation to be a transition from a known current state to a (somewhat) known future state. In reality, there is a third state that must be navigated through before arriving at your actual future state; the Unknown State.
