Managing workflows in Salesforce – On the frontlines

Start managing workflows in Salesforce!
Value creation is more and more based on intellectual activity rather than manual dexterity or brute strength. But we continue to use the management and organizational structures that worked for the factory and the field. Here success was determined by standardization and efficiency. These in turn demanded adherence to a set procedure. We used people as cogs in a machine when we could not devise a machine to do the job.
Ian James, The Process Consultant
Managing Workflows in Salesforce
 For the past two decades, much of the focus for information technology deployment has been on automating or even eliminating less-skilled jobs. This has been largely effective, and organizations today are able to do far more with fewer people. Workers today spend less of their time on routine tasks than was possible just ten years ago.
These types of automated systems are givens, commodities that can add little additional value to the organization. What are left are the unstructured business processes that have received little attention from management until now.
Harnessing and coordinating these unstructured processes in a way that provides customers with a consistent, cohesive and agile experience is what is needed to become a Customer focused company. How do these unstructured processes manifest themselves in the organization?

How to Build Complex Salesforce Processes

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.
Mashup Corporations: The End of Business as Usual, Andy Mulholland, Chris S. Thomas, and Paul Kurchina
There are going to be times when users need someone with analyst skills to help them better define a complex Salesforce process. There are also going to be times when IT or third-party developers will need to be engaged to code some specific functionality for complex Salesforce processes.
This is the role of the Salesforce Process Engineer (SPE).
A Salesforce Process Engineer (SPE) is typically a Salesforce Administrator who has business analyst skills.
A Salesforce Process Engineer helps translate a user’s requirements into process terms, model the data needed to support the application, and help translate complex business logic. The 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.
The Seed-Evolve-Reseed Cycle
An important aspect of the emergent methodology is the idea of seeding. The SPE would work with users in the following way:
  • The SPE would basically seed the application with the user, helping the user put the first version in play.
  • The user(s) would then evolve the application any way they like.
  • There may be a point during this evolution where the analyst needs to get involved once more to reseed the application. Reseeding is necessary when evolutionary growth is no longer proceeding smoothly. It is also an opportunity to organize, formalize, and generalize information and application functionality created during the evolutionary growth phase so that it can be found and shared with others.

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.
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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