| Item | Summary |
|---|
| Business Understanding | So we can understand your business and objectives |
| Requirements Gathering | So we can understand your business processes and requirements |
| Requirements Write-Up | We write up objectives, personas, solution design & user stories |
| Salesforce Org Technical Configuration | Typical scope includes:- 1 branded Experience Cloud site with up to 5 portal pages using a standard Salesforce Experience Cloud template
- Standard Experience Cloud authentication and user onboardin.
- Configure the portal security model, including profiles, permission sets, object access, field-level security and sharing
- Up to 2 Salesforce-native automations, such as record assignment logic, notification flows or approval / review notifications
- Up to 5 reports and 1 dashboard
|
| .CSV Data Migration | Transfer of up to 10,000 records to be uploaded into the system per object. This includes Accounts, Contacts, Opportunities, Products |
| User Acceptance Testing | Client must carry out User Acceptance Testing with at least 2 individuals |
| Deployment | We deploy the system from sandbox to production |
| Train the Trainer Session | We train your nominated lead on the system setup |
| Hypercare | We stay to fix any issues and answer queries following deployment |
| Project Review Session | A chance for you to provide feedback and discuss further
requirements |
| Project Management | Simpala team member manages the project to meet timeline &
budget |