Hoping to get an idea on how much change management/retraining you had to do for your teams if you moved from SFDC to NXT. Anyone willing to share what to expect? Thanks!
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Moving from SFDC to NXT
+13Best answer by gunjanm
Hey
- Be clear about the level of involvement you would like to have, as this should help set the expectation with the team on how keen, eager, and detailed you will get as an admin
- Set expectations internally on the admin freeze you will encounter, where you are unable to make many config updates (~2-3 weeks)
- Throughly audit every single area in the post-migration pre-launch UAT - beyond the list of user stories the team provides. I was able to identify a few areas that were outright excluded from verification.
- Understand the user impact on the team based on their current usage. It’s really more of an impact for admins, less for end users. The two biggest things that impacted users for us was the lack of real-time updates to SFDC and in-built Chatter integration.
Happy to chat live about it too!
+13Hey
- Be clear about the level of involvement you would like to have, as this should help set the expectation with the team on how keen, eager, and detailed you will get as an admin
- Set expectations internally on the admin freeze you will encounter, where you are unable to make many config updates (~2-3 weeks)
- Throughly audit every single area in the post-migration pre-launch UAT - beyond the list of user stories the team provides. I was able to identify a few areas that were outright excluded from verification.
- Understand the user impact on the team based on their current usage. It’s really more of an impact for admins, less for end users. The two biggest things that impacted users for us was the lack of real-time updates to SFDC and in-built Chatter integration.
Happy to chat live about it too!
+13+13+13That’s the current plan. Wait for the SFDC roll out, and then, work on the NXT conversion. Horizon was definitely on my list of needing to train on, but overall, I gave an estimate of less than 2 hours for training on the changes. Think that’s about right?
+13sdandyala wrote:
Can you please elaborate on “lack of real-time updates to SFDC”
Since everything was built on SFDC before, we could add fields on the C360 that were the exact same as what is on the SFDC Account, for example, and allow it to be editable in either spot. Since it was the same datapoint, there was no gap in source of truth.
Now, we have to identify the source of truth for each field and ensure processes line up to control from editing on both sides, identify where we will sync from and to, etc.
Gunjan
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