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Bowl Leader
I have. Financial Services industry. Same org upgrade from Service Cloud / Platform —> Financial Services Cloud. I was with a boutique firm and led the program.
A few things that contributed to the project’s success:
- knowledgeable (tech savvy) customer with realistic expectations
- the right tools already available (eg Informatica Cloud, OwnBackup, etc)
- scope of what was needed was something which i had extensive experience
Bowl Leader
This one was small- approx 5 consultants including myself
Bowl Leader
Had another successful project at the same firm, same product (FSC) for a financial services customer in New England. Integration with existing platforms to use Financial Services Cloud to meet their “customer 360” vision and requirements.
Project went extremely well- on time and on budget.
Bowl Leader
Another successful program I led was in the public sector (State gov) at the beginning of COVID. Solution involved an Experience Cloud site. This work was done by a global strategic partner.
Every project I run is both on time and on budget.
If EVERY project you run is on time and on budget, then you are not giving the customers what they need.
I have. Financial Service industry. Our client is in the Bank/Financial business who needs help implementing feature enhancements. Same Org just adding/retiring features.