Be accountable for designing and developing proof of concepts using Salesforce platform and AppExchange partner products.



More Uses of the AppExchange Toolkit:




• Ensure you undertake; lead with knowledge in integration apps from Salesforce Appexchange.
  
  

• Manage and install third party AppExchange applications.
  
  

• Develop: research, recommend and implement AppExchange applications for Salesforce to meet Business Needs.
  
  

• Install AppExchange packages.
  
  

• Be accountable for installing and configuring packages from AppExchange.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical AppExchange Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any AppExchange related project.



Download the Toolkit and in Three Steps you will be guided from idea to implementation results.



The Toolkit contains the following practical and powerful enablers with new and updated AppExchange specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the AppExchange Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.




Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…




• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation




Then find your goals...



STEP 2: Set concrete goals, tasks, dates and numbers you can track



Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which AppExchange improvements can be made.



Examples; 10 of the 999 standard requirements:




1. What current systems have to be understood and/or changed?
   
   

2. How do you lead with AppExchange in mind?
   
   

3. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision you're making today you might regret five years from now?
   
   

4. What measurements are being captured?
   
   

5. Are employees recognized or rewarded for performance that demonstrates the highest levels of integrity?
   
   

6. How do you manage and improve your AppExchange work systems to deliver customer value and achieve organizational success and sustainability?
   
   

7. How will you motivate the stakeholders with the least vested interest?
   
   

8. Who will provide the final approval of AppExchange deliverables?
   
   

9. What is your organizations process which leads to recognition of value generation?
   
   

10. Who are four people whose careers you have enhanced?
    
    




Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:




• The workbook is the latest in-depth complete edition of the AppExchange book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your AppExchange self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:




• The Self-Assessment Excel Dashboard; with the AppExchange Self-Assessment and Scorecard you will develop a clear picture of which AppExchange areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough AppExchange Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:





 



STEP 3: Implement, Track, follow up and revise strategy



The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage AppExchange projects with the 62 implementation resources:




• 62 step-by-step AppExchange Project Management Form Templates covering over 1500 AppExchange project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all AppExchange project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the AppExchange Project Team have enough people to execute the AppExchange Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed AppExchange Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete AppExchange Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 AppExchange project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 AppExchange Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 AppExchange project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 AppExchange project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan




3.0 Executing Process Group:




• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log




4.0 Monitoring and Controlling Process Group:




• 4.1 AppExchange project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance




5.0 Closing Process Group:




• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 AppExchange project or Phase Close-Out

• 5.4 Lessons Learned




 



Results



With this Three Step process you will have all the tools you need for any AppExchange project with this in-depth AppExchange Toolkit.



In using the Toolkit you will be better able to:




• Diagnose AppExchange projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in AppExchange and put Process Design strategies into practice according to Best Practice guidelines




Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.



Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make AppExchange investments work better.



This AppExchange All-Inclusive Toolkit enables You to be that person.



 



Includes lifetime updates



Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.