Discovery Call
Initial sessions to understand the business context, objectives and main operational challenges.
The Discover phase is the starting point of the VIBE 360 Value Delivery Framework. It's when we build a thorough understanding of the business context, existing processes and the goals the organization aims to achieve.
Before talking about technology, features or configurations, we focus on people, processes and real business needs. We work alongside the customer to identify inefficiencies, pain points and improvement opportunities, laying the foundation for a truly effective, results-oriented solution.
Through targeted workshops, stakeholder sessions and the use of demo environments based on real use cases, we quickly gather the essential information about business processes, strategic priorities and the tools already in use. The approach is based on proven best practices and models already validated in the relevant industry, minimizing traditional analysis activities and their timelines.
This method makes it possible to align expectations, objectives and project path from the earliest stages, avoiding allocating excessive resources to assessment activities. This way, time and budget can be focused on the highest-value initiatives, such as the installation, configuration and adoption of VIBE solutions, accelerating the achievement of concrete, measurable results.
At the end of this phase, concrete and immediately usable deliverables are produced: a detailed description of the project contents, a transparent quote with fixed prices for solutions and services, a concise project plan with defined timelines and a lean implementation Gantt focused on results.
The Discover phase makes it possible to move quickly from understanding needs to defining a concrete value proposition, laying the foundation for the next phases of the framework: configuration, platform extension and ongoing support.
The Activate phase is the natural continuation of the Discover phase and aims to turn project decisions into a concrete, configured solution that's ready to use.
Once objectives, processes and the scope of the engagement have been defined, the focus shifts to activating the solution in the customer's Salesforce environment. Through component installation, configuration of the planned features and alignment with the identified business processes, the platform quickly becomes operational and usable by users.
The approach is based on installing VIBE solutions and on a guided activation path that prioritizes configuration, parameterization and the use of standard features over custom development. Activities focus on adapting the platform to the processes defined during the Discover phase, on migrating and importing the necessary data, and on the operational verification of the solution. Once configuration is complete, the project continues with controlled rollout activities and user training, ensuring fast, effective adoption.
The result of the Activate phase is an installed, configured and validated solution, ready to be used in day-to-day business processes. Thanks to short implementation times, predictable costs and a controlled-risk approach, the organization can start generating value within the first few weeks of the project.
At the end of the Activate phase the solution is already operational and ready to use. Users can start working with the system in a few days or weeks, with completed configurations, active integrations and trained staff. This approach makes it possible to drastically reduce project start-up times and to start generating value immediately.
The Expand phase makes it possible to further extend and enhance the implemented solution, supporting the organization as its operational and strategic needs grow.
After go-live and initial adoption of the platform, new improvement opportunities often emerge over time: processes to optimize, activities to automate, data to enhance, systems to integrate or new business areas to involve. The Expand phase turns these needs into concrete, planned and sustainable initiatives, maintaining continuity with the path already taken.
The approach is based on the progressive introduction of new modules, features and integrations, leveraging components that are already available and proven configurations. This makes it possible to expand the platform's capabilities without redesigning what has already been built, preserving the investments made and reducing implementation time, costs and risks.
The result is a clear, measurable evolutionary roadmap that makes it possible to continuously generate new value, gradually extending the coverage of business processes and increasing the return on investment over time.
Thanks to the availability of these components and the ability to integrate solutions on the Salesforce AppExchange, extending the platform becomes simple and fast.
The Expand phase enables companies to turn Salesforce into an increasingly complete and integrated platform, able to support the evolution of business processes over time. This way the solution doesn't stay static but becomes a continuously growing digital ecosystem, designed to generate value in the long term.
The Care phase ensures the maintenance, evolution and optimization of the solution over time, making sure the platform always stays efficient, up to date and aligned with business needs.
After go-live and the introduction of the planned features, it's essential to have a structured support model that makes it possible to handle operational requests, corrective activities, evolutionary improvements and new user needs quickly and in a controlled way.
Through Application Maintenance Services (AMS) and tools dedicated to managing requests, the platform is continuously monitored, fostering adoption, operational stability and the constant improvement of processes.
This approach lets the organization focus on its business while keeping the solution performant and ready to support future developments.
Through Silver, Gold and Platinum plans, companies can choose the level of assistance best suited to their needs, gaining access to specialist skills and ongoing support.
The Care phase isn't limited to technical maintenance of the platform. The goal is to support the customer on a path of continuous improvement, identifying new opportunities for optimization and innovation. Thanks to constant support and structured management of developments, the Salesforce solution becomes an increasingly effective platform for supporting business processes and generating value over time.