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SALESFORCE CoE

DEVELOPING A CENTER OF EXCELLENCE

Agenda:

​

  • Why a CoE?

  • Getting Started

  • Three Models

  • Roles & Responsibilities

  • Next Steps

  • Real Customer Examples

WHY A CoE?

Center of Excellence
What is it?

  • A Center of Excellence drives the execution of processes by which organizations identify, prioritize, assign, execute and communicate while optimally leveraging people, processes, knowledge, and technology

  • A Center of Excellence could also originate as or encompass:

− Advisory Board
− Change Control Board
− Steering or Exec Committee

People

Processes

Knowledge

Technology

Center of Excellence
Goals

  • Drive global or large multi-division projects

  • Reduce deployment risk and raises quality of the release lifecycle

  • Align business and IT operations

  • Develop in-house salesforce.com expertise across different areas

  • Drive the execution of processes by which organizations identify, prioritize, assign, execute and communicate while optimally leveraging knowledge, resources, and tools

GETTING STARTED

CoE Lifecycle

THREE MODELS

Collaborative Center of Excellence (Business Driven)
Information Sharing
• Product Usage, Best Practices
• Review new Salesforce Features
• Evaluate App Exchange Partners
– Networking and Collaboration
• Lending support, helping identifying Subject Matter Experts

Governing Center of Excellence (IT Driven)
– Formal Command and Control Structure
– Ensures Adherence to Standards and Processes
– Clearly Defined Responsibilities at both COE and BU level
– Structured Collaboration between Groups

Hybrid Center of Excellence (Business & IT Driven)
– Common in companies that are
just starting with the COE concept
– Less formal reporting relationships
– There is no formal reporting
relationship between COE
Leadership team and the BUs
– COE team is much smaller

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