克服挑战
As with most initiatives, bumps in the road occasionally occur. Kymeta和RSM多年来在扩展Salesforce的使用时遇到了一些挑战,这是可以理解的.
当公司流程违反已建立的最佳实践时,RSM向Kymeta提供指导. 有一次, Kymeta的云计算团队在Salesforce中对代码进行集成,RSM认为这些代码不够理想,并建议Kymeta仔细检查一下.
“I appreciated that,加西亚说。. “It was a difficult discussion, and we learned on both sides. 我们有意决定在某些情况下向前推进,在其他情况下根据RSM的建议进行更改. But I valued RSM’s contributions.”
另一个挑战是:Kymeta遵循最佳实践,并使用多个环境(沙箱)来测试和部署系统更改. When team members were asked to perform user acceptance testing, there was occasional confusion about when and where, 这是, in which sandbox the testing should take place. RSM和Kymeta听取了测试人员的关注,并作为回应制定了更有效的沟通计划和测试指导.
“我们正在努力优化这一重要的质量保证过程,使其更加精简,加西亚说。. “I think we have a much better approach now.”
成熟的关系
经过几年与RSM的特别工作,在Salesforce平台内进行了改进, Kymeta entered into a more comprehensive services relationship with RSM. 而不是只有在发现了潜在的改进后才增加项目, Kymeta现在有一个预先设定的每月与RSM一起工作的时间安排. The new framework is more conducive to outlining a long-term road map, identifying new opportunities and acting quickly upon them, 所有这些都有一个可预测的预算.
虽然RSM服务协议具有已定义的范围,但随着需求的出现,它也是灵活的.
Garcia说:“RSM对我们如何构建我们的工作声明非常包容. “It’s great to have the flexibility RSM offers, as well as the partnership.”
前面的路
除了, RSM进行季度回顾,为公司内部潜在的改进提供观察和建议. These discussions cover a broad spectrum of potential changes, from subscriptions and billing to new products and options, 并包括对当前部署方法的评估,以确定是否需要进行任何调整以满足未来的需求.
“The brainstorming sessions and collaboration have been very helpful,克里斯蒂安·米勒说, Kymeta高级项目经理. “RSM likes to dive into the details, 我很感激,因为这有助于我们理解他们正在为我们建造什么. 其他供应商可能倾向于对他们将如何解决某些问题挥手示意. Then we may not understand what we are getting, 当我们得到它的时候, it may be something completely different from what we want. 我很欣赏RSM喜欢深入了解他们正在构建或更改的内容.”
随着Kymeta的稳步发展, the company has transformed many of its key business functions, with Salesforce as the foundation of that progress. 虽然最初的Salesforce实现是由销售团队推动的,并专注于Salesforce销售云, after several years of working with RSM, 该公司还利用了Salesforce CPQ的高级功能, Salesforce的Conga合同, Salesforce服务云, Salesforce收入云和营销云账户参与由Pardot提供支持. Kymeta now has more efficient systems, 领先的分析能力和可扩展的流程,以满足公司现在和未来的需求.
Garcia评论道:“如果没有RSM团队的合作伙伴,我们就不会成功. “The people at RSM know our environment, 他们非常善于保持一致性,确保任何新人都能理解我们的产品和结构. 我们的心态始终是,我们是一个团队,共同使Kymeta在Salesforce中取得成功.”