Case Study: Mitigating Risks with an Accelerated Project Timeline

May 03, 2024

Last Minute Training Save


Background 

A long-standing client of Kona Kai was gearing up to migrate to a solution built in Salesforce.  This change would allow numerous efficiencies across various processes tied to creating, sending, and tracking vital contracts, along with other critical functions. Preparing to deploy any new technology involves orchestrating multiple moving pieces, meticulous planning, and adherence to tight timelines. Collaboration among various stakeholders, including IT teams, department heads, end-users, and consultants is essential to ensure alignment of objectives and smooth execution. Throughout this process, project plans are closely monitored to minimize disruption to ongoing operations and maximize the ROI of the technology investment. 


Challenge 

With a focus on scope and meeting unmovable dates it became clear that training would need to be accelerated. The plan was to conduct comprehensive training with employees, managers and contractors but a shift in scope to align with the required timeline wouldn’t allow for this. This would leave a gap in training and present a large risk to the success of the overall project. 


Training on a new CRM system is vital prior to any launch. Doing this ensures employees are equipped with the knowledge and skills needed to effectively utilize the platform, maximize its capabilities, and seamlessly integrate it into their daily workflows. As can be typical in these programs, the business had valid reasons for their accelerated timeline for launch. 


Solution 

Kona Kai jumped into action upon this discovery, providing a set of Salesforce training best practices and proactively presenting four different ways to approach training. After reviewing the options, timelines, and pros and cons of each approach, the client chose to move forward with Kona Kai to conduct discovery, create, and execute training for all end users. 


A training team comprised of external and internal stakeholders was established to outline roles, responsibilities, and anticipated involvement of each party. Super users were also identified to serve as mentors, troubleshooters, and advocates for successful implementation within the organization. 


To address the challenge effectively, Kona Kai devised a two-pronged approach. 


First, educational videos were created covering fundamental topics like navigation and search functionalities, ensuring accessibility for all users.  Secondly, detailed slide decks featuring step-by-step guides and screenshots were developed, serving as primary training materials and backup resources prior to a dedicated training environment being established. 



Detailed training timelines were tracked and updated to provide transparency and ensure project initiatives were on track. 


Results 

Despite the time constraints, Kona Kai expedited the training process, conducting the first live sessions within two months. Being a certified Salesforce partner proved to be vital as extensive knowledge of the software and capabilities expedited the ramp-up time often needed for research and development of such materials. These sessions, targeted at key users, marked the beginning of an extensive training campaign encompassing various topics and audiences. By the project's conclusion, Kona Kai had successfully trained more than 400 individuals over a six-week period, enabling the client to navigate the Salesforce transition seamlessly. The client met their accelerated deadline and effectively leveraged their new contracting process, a pivotal objective achieved through the implementation of Salesforce. 


Working with a Trusted Partner 

Through agility, expertise, and unwavering dedication, Kona Kai emerged as a trusted and flexible partner, guiding their client through a challenging software deployment phase. This case study underscores the invaluable role of proactive consultancy in mitigating risks, seizing opportunities, and driving organizational success. Kona Kai extends gratitude to their client for the opportunity to highlight their adaptability and commitment to excellence in CRM consulting. 


Contact us to begin your evolution.

INSIGHTS

By Carly Whitte 14 May, 2024
Developing a successful product requires crafting a solution to an under-served user need. But how do you know what needs are under-served or what products need designing? That’s where design methodologies come into play. What is Human-Centered Design? Human-centered design (HCD) is a holistic design approach that seeks to understand and address the broader spectrum of human needs, emotions, and behaviors beyond just user preferences and technology. It places a strong emphasis on empathy, actively engaging with stakeholders to gain deep insights into their experiences, aspirations, and challenges. By centering design around the human experience, HCD aims to create products and services that enhance well-being, foster meaningful connections, and improve the quality of life for individuals and communities. How is Human-Centered Design different from User-Centered Design? Human-Centered Design and User-Centered Design (UCD) share the common goal of prioritizing user needs and experiences. However, HCD goes beyond solely focusing on users to consider a broader understanding of human behavior, emotions, and societal contexts. While UCD emphasizes usability and functionality, HCD encompasses a holistic approach that considers the entire human experience. Where does Design Thinking fit in? Design Thinking is a problem-solving process. It is focused on innovation and creating products or services that solve problems. Design Thinking looks at the bigger picture, where HCD looks at the details. Projects that only focus on Design Thinking can often miss the mark when addressing the needs of users or customers. Why is Human-Centered Design important in the Application Development Lifecycle? HCD holds immense importance in the application development lifecycle as it ensures that resources invested in development are maximized and effectively utilized. By prioritizing user needs and preferences, HCD minimizes the risk of developing products or services that fail to resonate with users, reducing the likelihood of costly rework or product abandonment. Benefits to Application Development: Before development even starts, HCD seeks to understand how a product could seamlessly blend into users’ daily routines. Its overarching goal is to make every user feel that the experience and end solution was designed specifically for them, regardless of their demographics. HCD fosters a heightened awareness of how diverse users might perceive the product. As development progresses, HCD ensures that applications not only function flawlessly but also offer an intuitive and delightful user experience. Using HCD, designers obtain invaluable perspectives that pave the way for more impactful solutions. Benefits to Application Adoption: Applications developed through HCD increase the likelihood of user satisfaction, engagement, and ultimately, adoption of the product. Additionally, incorporating feedback from users during the design iterations helps to refine the product further, making it more tailored to user needs and increasing its adoption potential. Using HCD leads to maximizing the return on investment and delivering tangible value to both developers and end users. Humanizing the customers, clients, and employees using the application By actively engaging with users throughout the design lifecycle, HCD seeks to understand their unique challenges, aspirations, and emotions, thereby fostering empathy and connection between designers and users. This approach ensures that products and services are tailored to address real-life issues and resonate with users on a personal level, empowering them to lead more fulfilling lives. User Research and Personas The use and creation of personas is key to creating more empathetic and user-centered solutions that meet the diverse needs of the audience and drive greater user satisfaction and engagement. Personas are fictional representations of target users based on user research techniques. By conducting thorough research to understand the characteristics, preferences, and behaviors of your target audience, designers can identify common patterns and segments within their target audience. While personas are valuable tools for empathizing with users, they should be based on real user data rather than stereotypes or job titles to ensure accuracy and relevance. Through collaborative ideation, prototyping, and testing, HCD encourages designers to see users as individuals with diverse backgrounds and preferences, leading to solutions that genuinely enrich the human experience. Benefits of Human-Centered Design Using HCD results in a myriad of benefits that extend far beyond the functionality of products. Human Focus Creates Empathy: By placing humans at the center of the design process, HCD fosters empathy among designers, leading to solutions that truly resonate with users' needs and emotions. Problem-Solving Approach: HCD encourages a problem-solving mindset, focusing on understanding and addressing users' underlying needs and challenges rather than simply providing technical solutions. Promotes Adoption: Applications developed through HCD are more likely to be adopted and embraced by users due to their intuitive design and alignment with user lifestyles and behaviors. Is HCD Worth It? By focusing on the needs, desires, and behaviors of users, HCD can lead to products and services that are more intuitive, efficient, and satisfying to use. This can result in higher customer satisfaction, increased user retention, lower support costs, and ultimately, greater profitability. Additionally, HCD often leads to innovation and differentiation in the market, helping companies stand out and attract more customers. So, while it may require an upfront investment in research and design, the returns can be significant over time. Greeting metrics and using KPIs from before and after a HCD initiative are a great way to get buy-in.  HCD and AI: Future opportunities Looking into new technology, AI provides numerous areas of opportunity. HCD intersects with AI in two crucial ways. Firstly, designers can leverage AI within the HCD process to enhance user experiences, streamline workflows, and generate insights from vast datasets, creating more intuitive and efficient products. Secondly, integrating HCD principles into the development of AI products and software ensures that they are tailored to meet human needs, preferences, and capabilities. By prioritizing user feedback, empathy, and usability testing, AI systems can be refined to better align with human behaviors and values, fostering trust and acceptance in their adoption and usage. Unlocking Success HCD has emerged as a transformative approach to product and service development, placing the needs and experiences of users at the forefront of the design process. By understanding users' needs, preferences, and emotions, HCD enables organizations to create solutions that truly resonate with their target audience, leading to higher adoption rates and greater overall satisfaction. At Kona Kai, we recognize the power of HCD in driving success for our clients. By incorporating HCD principles into our approach, we can help organizations uncover valuable insights, develop innovative solutions, and create meaningful experiences that set them apart in the market. From conducting user research and creating personas to prototyping and testing, our team is equipped to guide clients through every step of the HCD process, ensuring that their products and services are not only functional but also deeply human-centric. Contact us to begin your evolution.
By Carly Whitte 23 Apr, 2024
Personalized communication in healthcare is more important than ever. Offering diverse channels, transparency, and centralized preference centers can enhance patient engagement and streamline care coordination. Explore the role of advanced technology in managing communication preferences for improved health outcomes and efficient healthcare CRM strategies.
By Carly Whitte 28 Mar, 2024
Data integrity, the accuracy, consistency, and reliability of data, is crucial for businesses aiming to deliver personalized and targeted communications effectively. However, with preferences being updated through various channels, ensuring data integrity becomes a daunting task. This is where a centralized Customer Relationship Management (CRM) system plays a pivotal role.
By Carly Whitte 11 Mar, 2024
Prioritizing your preference center is a strategic move toward enhancing your CRM maturity. They help organizations immediately and adequately honor consent preference and consent revocations across multiple systems. See why prioritizing your preference center is a must-have initiative to advance CRM maturity.
By Carly Whitte 20 Feb, 2024
In today's rapidly evolving business landscape, Customer Relationship Management (CRM) systems play a pivotal role in driving success. However, the road to seamless CRM integration is fraught with potential pitfalls that can hinder rather than enhance your business processes. In this blog post, we'll explore the do's and don'ts of CRM integration to guide you through a successful implementation.
By Carly Whitte 02 Feb, 2024
Struggling with CRM challenges that are hindering the growth of your business? Don't worry, you're not alone. Read more to explore common CRM challenges and find actionable solutions to overcome them.
By Shawn Rabin 20 Dec, 2023
Family, connections, celebration, and recharging……these are things we think of as we enter the holiday season. Here at Kona Kai, these are some of the core principals we promote year-round.
By Carly Whitte 19 Dec, 2023
Unsure if it's time to switch your CRM? Check out these top signs that indicate your current CRM may be holding you back from reaching your full potential.
By Shawn Rabin 11 Jun, 2023
Check out the video to learn more!
By Shawn Rabin 23 Feb, 2023
Kona Kai is Now a Salesforce Partner!
More Posts
Share by: