Advisory Services

Develop a clear digital vision to get on the right path to successfully transform your
bank insurance agency non-profit wealth firm mortgage agencywith Salesforce.

Depend on Elding to help you create the perfect plan to maximise the value of your Salesforce Investment.

Are you tired of Salesforce SIs and ISV vendors selling you pie-in-the-sky ideas (and the associated licenses) that go nowhere? So are we!

That’s why our team of Salesforce certified analysts and industry experts will collaborate with you to develop a realistic plan to leverage the power of Salesforce and your data to deliver real business results.

We’ll build on industry trends and iterate together to develop the perfect data-fueled CRM strategy to power your unique vision.

DigitalTransformationRoadmapping

Our most successful clients begin their digital transformation by first mapping out a strategic roadmap – one that is rooted in strong business metrics, centered on the end-user experience, and focused on harnessing data and technology. Our Transformation Roadmapping process enables you to build a digital strategy for organizational success.

We will collaborate closely to help anchor your roadmap in concrete business goals while keeping sight of the bigger picture. With an emphasis on actionable next steps, we will guide you to embrace innovation confidently. Equipped with insights into latest trends, evolving user needs, and proven best practices, we will set you up to iteratively adapt and nimbly steer your transformation toward accomplishing key milestones.

By partnering together to plot out this digital journey deliberatively, yet with agility, you will be well-positioned to not only meet immediate objectives but also establish the foundations for continued advancement. Let’s connect to discuss how our Transformation Roadmapping can catalyze sustainable, strategic change. The first steps toward winning results are waiting.

How Transformation Roadmapping withElding Works

1. Program Alignment

The start of any meaningful change begins with vision – clarifying the “why” behind your goals. Before diving into the details, let’s collaborate to paint a picture of your aspirations.

With an understanding of your business objectives, we’ll outline measures of success and key performance indicators tailored to your unique needs. This thoughtful foundation sets the stage for mapping an impactful transformation journey.

2. Capability Definition

Once we’ve established a shared vision, the next step is translating high-level goals into action. Our team will collaborate with yours to outline the capabilities needed for each business area involved.

Together, we’ll document requirements in an accessible, user-story format – a method of documenting business requirements in a way that preserves the detail of how the functionality stakeholders. This high-level view sets the stage for architecting solutions tailored to your organization’s unique needs and objectives.

3. Experience Mapping

The start of any meaningful change begins with vision – clarifying the “why” behind your goals. Before diving into the details, let’s collaborate to paint a picture of your aspirations.

With an understanding of your business objectives, we’ll outline measures of success and key performance indicators tailored to your unique needs. This thoughtful foundation sets the stage for mapping an impactful transformation journey.

4. Technology & Resource Validation

In the second phase, we will work with your team to define the high-level capability requirements for each impacted business area.

These requirements are compiled and documented in high-level user story format.