Salesforce nearshoring consultancy and implementation Outbox Company 2013-09-20.

Salesforce nearshoring consultancy and implementation

Outbox Company2013-09-20

Outbox company - Management StatementsMission of today

“Outbox is #1 CRM system integrator in Poland and CEE

specializing in business and IT solutions within Customer Relationship Management.”

Vision for tomorrow

„Outbox is the leading consultancy delivering innovative IT solutions to boost

customer experience through personalisation, social relationships

empowerment and world class CRM.”

© Outbox | Commercial in Confidence | 11 kwietnia 2023

Nearshoring - Geographical Reach of 3-hours flight


We provide the personnel to plan and execute projects from our Nearshoring Centers in Warsaw

Headquarters

Sales offices

Sales offices

Nearshoring Centers


Headquarters

DevelopmentCenter

Located at Warsaw city centre, reachable from main airport in 20min. 50 employees Management, consultants, administration, project managers, analysts and

management 24h security, secured server rooms and open space work place

Located in Warsaw, reachable from main airport within 15min. 260 employees (developers, testers, analysts, project managers) Teams from PMO, product development, quality assurance, support and

maintenance 24h security service

The team - Salesforce Solutions Center Our team are experienced consultants who will provide consultancy and perform

implementation in Salesforce.

The team consists of 40 technology specialists skilled in Salesforce (20 certified)


Project Delivery Model


We are flexible to adopt the most appropriate software development methodology for youWe have people that are experienced collaborating with customers in various constellationsWe are able to take the best out of both approaches and combine that optimallyWe stress the communication and interaction throughout the whole project

Waterfall / V model SCRUM

V model Project Delivery – Project Management


Key features:

Project management will is done on Client and Outbox side. All the project tasks will be listed and assign to each party. All the communication with Client managed by Outbox Project Manager.

Outbox suggests to track the progress and project risks in the status report and run status meetings every 2nd week.

Client PM is communicating Outbox PM about any issues or changed in schedule and scope.

Project Management

Reporting

Managing Risk

Project Office prep.

Scheduling

Coordinating

Analysis

Design

Build

Test/Training

Proj

ect M

anag

emen

t

Deliverables:

Project schedule

Project structure

Progress reports

Risk logs

Approvals

Data Migration

Deployment

V model Project Delivery - Project Team Structure


Project Sponsor(Client)

Project Manager(Client)

Project Manager (Outbox)

Functional Team (Outbox)

Technical Team(Outbox)

Project Team(Client)

Sponsor:- Choses PM- Manages resources- Accept the scope/ schedule / budget

PM:- Communicate with Outbox Project team- Accept deliverables - Manages Client project Team- Monitors project progress.- Manages functional req.

PM Outbox:- Status reports- Manages risks, schedule, budget, quality, team, etc.

Outbox Functional Team:- Does application config. - Prepare & execute test scripts,- Writes training documents.

Outbox Technical Team- Writes design spec..- Apex coding, - Interface specification, - Migrate data, - Sandbox preparation

Project Delivery – SCRUM Approach


Release 1 – Account mgmt./Opportunity mgmt/Case mgmt.

2 weeks

4 weeks

Outbox team 1deliv. not complex reqs. (case 1, 2, 4)

Outbox team 2deliv. complex reqs. (case 3)

1. Review of past sprint gives information about how many requirements were really delivered. For example: during Sprint 1 was planned 4 requirement. Review shows that we could have delivered 5 requirements.

2. Planning next sprint Outbox team knows that 5 requirements can be delivered.

3. Sprints for complex requirements are planned knowing review history and are delivered on the basis of already produced requirements. This gives the team more flexibility and speeds up the process.

4. In the end of the release the cumulative number of MD from all sprints should show 15% of savings (against V-model)

Project Delivery – Preparation Phase


Few short sprints to collect the initial requirements and define the initial modelling, planning and organization.The output are the first items in the Product Backlog. The items are ordered by their priorityHigh priority items must be described.In this sprint only Product Owner, Stakeholders and Scrum master take part.

Example: 1.Quotation2.Input File information3.Input Operation Information4.Input Operation-Services5.Input Operation-Costs6.Input of Commission information7.Input discount8.Update Currency Information9.Generate Offer10.Send nomination confirmation11.Nomination of Inspectors12.Selection of Inspectors (Matrix)

Preparation Sprints Product Backlog

Outbox company Profile

Outbox is a leading consulting company specializing in business and IT solutions within Customer Relationship Management: #1 CRM system integrator in Poland and CEE Headquarted in Warsaw with representations in London and Paris Founded in 2005 and currently employs 320 CRM specialists Implemented CRM solutions in CEE, EMEA and in the US Partner with leading CRM technology providers, such as


2005 2006 2007 2008 2009 2010 2011 2012

0

50

100

150

200

250

300

350

5

47

98123 120

225

310 320

Number of CRM specialists8 years of sales and employee growth

100% privatly-owned by 5 founders

17 mln EUR of sales revenues

More than 25 completed CRM projects

Over 320 consultants employed

2 Polish offices in Warsaw

2 international offices in (UK, France)

>5 partner offices in Switzerland and Germany

Outbox company - Figures as of 2012


Outbox company - Market Position in Poland

Ranking Computerworld TOP200,Edition 2012


Technology Partners


FilenetUnicaWebsphere

Dynamics CRM on premiseDynamics CRM onlineSharepoint

Salesforce CRMSalesforce ISVForce.comMarketing Cloud

PeopleSoft CRMSiebel CRMFusion AppsRightNow

Fusion Middleware:SOA SuiteWebCenterBPM

SQL Server BI

Project References


Attached are 2 more project case studies that deal with Oracle Technologies and were delivered as part of a nearshoring partnership between the customer and Outbox in 2012.

Outbox insights

Use different communication tools for different purposesConduct kickoff meeting with everyoneSchedule frequent face-to-face meeting with key peopleInvolve the customer in risk and stakeholder management

Customer References


Certificates for Quality and Stability


ISO 9001:2008 Quality Management System

Dun & Bradstreet PolandFinancial Stability

Marcin Malinowskiinternational services department

Tel. +44 207 153 1709 or +48 501 499 [email protected]

@outboxdotpl

mailto:[email protected]

Salesforce nearshoring consultancy and implementation Outbox Company 2013-09-20.

Documents

Transcript of Salesforce nearshoring consultancy and implementation Outbox Company 2013-09-20.