Accelerate the adoption of Salesforce with Xpeditor

We must learn to cocreate the future and use an improvisational model for strategy that embraces uncertainty, emerges from execution, engages individual creativity and learns by testing many hypotheses.
Mike Rollings (Gartner), Citizen Development: Reinventing the Shadows of IT

Wanting to start an adoption of Salesforce? Xpeditor wants to help.

For most companies, adopting a new “platform” is a major endeavor, consuming many hours of investigation, piloting, training, approvals and budgets.
This is a major inhibitor to getting new work management applications implemented.  The same can be true with the adoption of Salesforce, but xpeditor wants to make it easier and faster.

Workflow and process management on Salesforce App Cloud

People will bypass and reject any system that does not help them perform work in a natural way.
– Gerhard Basson, Process Architect
The BPM tools on the market today provide solutions to business people, but are not designed for business people to actually use to solve their problems. BPM is no help with unstructured processes. Nor is classic project management. That too, relies on the ability to plan an outcome. We need a different approach.
-Ian James, The Process Consultant

Looking to gain a competitive edge? Work Relay is here to help with unstructured process management.

Most organizations have spent years automating their business processes with BPM, which means they have already gotten most of the benefits available in this area. Unfortunately, a clear majority of the business processes in your company are probably unstructured, yet these are the hardest to automate with BPM software.
Rote work seldom creates value. Any task that can be reduced to a predictable set of steps can often be done by machine, delegated to less-skilled workers, or outsourced to a lower-cost region.
What is needed now is to tackle processes that can’t easily be mapped, streamlined or automated. Any process that calls for knowledge and judgment is vital to creating competitive advantage. This is the space in which knowledge workers thrive and where real value can be achieved.

Build Scalable Processes on Salesforce App Cloud

If about everything top-down fragilizes and blocks antifragility and growth, everything bottom-up thrives under the right amount of stress and disorder.
– Nassim Nicholas Taleb, Antifragility

Looking to build scalable processes on Salesforce App Cloud?

One of the key objectives of Xpeditor is to systematically reduce the downside from unstructured processes, while at the same time increasing the potential upside.
In his book Antifragility, Nassim Nicholas Taleb describes how volatility and unexpected events lead to learning and growth, to become even better as a result of the exposure and experience. This is the essence of antifragility, a term Taleb coined to describe the properties of adaptive or evolutionary systems that become better and reach even higher levels of performance as a consequence of encountering and overcoming challenges. These systems are dynamic rather than static; they thrive and grow in new directions rather than simply sustain themselves; they actually need random events to strengthen and grow and they become brittle and atrophy in the absence of these random events.
For a process in Xpeditor to be antifragile, it needs to adhere to some basic principles:

Process vs project management on Salesforce App Cloud

A fast food company needs to implement a new point-of-sale system in all of their 6,000+ stores. So starts process vs project management.
scenario The solution needs to coordinate hundreds of franchises, thousands of stores, and a multitude of collaborating participants to successfully complete each implementation of process vs project management.
The number of tasks to be scheduled and tracked is extensive, from coordinating multiple vendors and contractors, ordering and shipping equipment, training employees and integrating the help desk. Some tasks can occur in parallel, while other tasks are interrelated and need to follow a specific sequence. All tasks are deadline-related, and if one step gets held up, it puts all other steps in the process on hold – even those steps that could be completed independently of the currently stalled step.

Previous Solution

The management of the point-of-sale integration project started out as a single spreadsheet and rapidly grew into a hodgepodge of many interrelated spreadsheets that were emailed around for data entry, cut-and-pasted, manually consolidated, and otherwise used well beyond the intended capabilities.  It included:
oil The requirement was to streamline the reaction of the organization to incidents on an oilrig utilizing mobile, social and cloud technology.
Requirements included:
  • reporting an incident on a mobile device using a wizard pertaining to the type of incident that occurred;
  • taking photos and videos and automatically uploading them with the report;
  • depending on the type of incident, automatically notifying the appropriate people;
  • recording of actions taken;
  • triggering appropriate workflows;
  • creating and assigning tasks;
  • automatically generating the appropriate government forms;
  • providing appropriate first aid instructions;
  • taking into account the personal health records of the individuals being treated; and
  • providing details of impending weather conditions that may impact incident recovery.
The solution also needed to:
The citizen developer sits on the front lines of experimentation and business innovation. The innovation sought is not solely big-bang innovation, but all types of innovation that happen within the flow of business execution.  
– Mike Rollings (Gartner), Citizen Development: Reinventing the Shadows of IT
The last decade has seen an ever-growing demand for additional applications to respond to the ever-changing needs of individuals and communities. While the net number of users for these applications may be lower, the importance of the information, and the role of these individuals as innovators and change agents in the enterprise, has placed greater pressure on IT and procurement departments to source an ever increasing range of business applications. This demand by smaller numbers of users for higher numbers of applications has become known as the ‘Long-Tail’. In a period when businesses are trying to cut purchase and support costs for IT by reducing numbers of applications, these demands are particularly unhelpful.
The concept of the “long tail” originates from an article by Chris Anderson in Wired Magazine in which he described the niche strategy of certain businesses such as or Netflix.  The Long Tail is the 80% of stuff that didn’t used to be worth selling, but now is worth selling because the technology is there to make it profitable.
Applying that concept to applications results in a graph (see below) that shows strategic applications at the top with a long tail at the bottom consisting of situational processs. The level of customization required for the IT department to build small applications for individuals made those applications far too expensive and labor intensive.   
The characteristics of long tail software are quite different from traditional software. The characteristics of long tail software are quite different from traditional software.

Xpeditor – A unified process management platform

Cloud computing makes it possible to create new “business operations platforms” that will allow companies to change their business models and collaborate in powerful new ways with their customers, suppliers and trading partners – stuff that simply could not be done before.
-Peter Fingar, Dot.Cloud: The 21st Century Business Platform
By using a single platform, applications share the same data, social network, and user security. Any application has access to any data, flow or task. Therefore, workflows and business processes can be shared among customers, departments, and external agencies, all without disruption. With everyone using the same platform, there’s no need to reproduce or copy-and-paste data into different systems depending on who is working from where.


Fragmented solutions built on multiple platforms are expensive to maintain in aggregate. Siloed applications are harder to pull into an interconnected ecosystem. Having just one platform supports the move from monolithic applications for groups of users to multiple user-centric applications built on a common platform.
The following example compares the complexity of building and maintaining applications with and without an enabling platform:
Ideas for new solutions will spring from half-baked applications created by lay users who may start down the path toward a solution, but may lack the expertise to finish it.
– Andy Mulholland, Chris S. Thomas, and Paul Kurchina, Mashup Corporations: The End of Business as Usual
Looking to bridge the Salesforce process gap?
There are going to be times when users need someone with analyst skills to help them better define a complex application. There are also going to be times when IT or third-party developers will need to be engaged to code some specific functionality for an application.
This is the role of the Salesforce process analyst.
A Salesforce process analyst helps translate a user’s requirements into terms, model the data needed to support the application, and help translate complex business logic. The situational process analyst works with IT on behalf of users to secure access to corporate data as needed, and to work with users to write specifications for custom functionality.
Salesforce process gap – A bridge to IT
It is true that there often will be the need for some coding to complete a robust application. Therefore, the platform does not seek to exclude IT or code – it makes it easy for IT and business developers to work together collaboratively to reach their goals.
salesforce process gap The Salesforce App Cloud framework ensures that users don’t hit a wall by providing a bridge to IT.
Citizen developers are here to stay and will fundamentally change the future of IT work. How you embrace them will determine the future of IT within your organization and define the role IT plays in the creation of new innovative business practices.
– Mike Rollings (Gartner), Citizen Development: Reinventing the Shadows of IT

In need of Shadow IT?

It is becoming easier than ever for a business to procure cloud-based services without IT involvement. If IT doesn’t add value, business units will simply work around it, and that would lead to a much smaller and less impactful corporate IT resource. On the other hand, by working with users to provide them with an effective way to develop and deploy solutions, IT can greatly expand its reach and enhance its value.
Salesforce App Cloud provides opportunities for IT to:
  • Put business solutions in the hands of the business. The more business users are empowered to build their own solution (or to at least frame them out to a point where someone else can finish it), the stronger the result will be.
  • Cultivate good corporate citizens. Steering citizen developers to the most supportable and upgradeable techniques—through governance—enhances the long-term value of their solutions.
  • Reduce IT burden. By empowering citizen developers to make their own customizations confidently without posing risk to the environment, IT becomes free to focus on more value-added projects. And, when fully engaged users ask for help, their requests are likely to be better thought out and more realistic for the benefit of the SharePoint platform.
  • Enhance the IT/business relationship. In many organizations, IT is increasingly viewed as overhead or a roadblock, not an enabler – hence the rise of citizen development. Through a legitimized citizen development program, IT can better understand what the business needs and wants, while giving users the freedom to build preferred solutions on their own timelines.
Screen Shot 2017-01-24 at 11.55.05 AM

Clearly, it’s time for IT to dramatically extend its capabilities and reinvent itself. No longer is it enough to just meet the current needs of the business; IT needs to position itself as the enabler for continual adaptation of the corporate operating model to ongoing waves of change.

– Cognizant, The Future of Work Has Arrived: Time to Re-Focus IT

Start building process-driven applications today!

In an era when change arrives without warning and threatens to eradicate entire companies and industries overnight, organizations can survive and prosper only by engaging the minds and emotions of all employees, providing them with the right tools and encouraging them to use their initiative to adapt the organization to the changes buffeting it.
Empowering individuals and teams to take responsibility for building solutions will produce the flywheel effect – each small push, taken together over time, can have an enormous impact.
Imagine the level of innovation that can be achieved by enabling your employees, working together, to create process-driven applications that help them solve challenges or take advantage of new business opportunities. Indeed, situational process represent billions of dollars in potential productivity gains, higher customer satisfaction, new business opportunities, faster time to market and innovation.
Competitive advantage is derived from unique situational processes rather than commodity packaged applications. Competitive advantage is derived from unique situational processes rather than commodity packaged applications.