The Salesforce.com platform allows rapid workshop-based prototyping, design and development on-the-fly; involving users and administrators. Our Set-up Surgeries help to clarify, simplify and optimise your Salesforce.com configuration, to reflect the initial solution blueprint design that in turn, realises your strategy and prioritised requirements:

• Business configuration: people, standards & terms
• Data configuration: fields, pick-lists & screens
• Reporting: basic reports & team dashboard
• Knowledge-transfer: to administrator and team
• Documentation: & help system
• Training: End-user scenario-based training
• Data migration: using bulk transfer and mass update tools, together with manual changes (often within training)

The Salesforce.com Set-up Surgery is the fourth and final step in rapid Salesforce.com implementation for smaller, simpler project situations; providing the initial configured system for use and subsequent refinement in tune-up activities.

Surgery sessions can be used stand-alone or combined, to form a full Salesforce.com project framework. They can also be used within larger, more complex project settings to kick-off or review project phases.
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