Course curriculum

    1. PMO Process: Overview

    1. Sales Cycle : Overview

    2. Review RFP

    3. Define Scope

    4. Deliver Service Estimate

    5. Schedule Sales to Service Meeting

    1. Initiation: Overview

    2. Prepare for S2S: Overview

    3. Hold S2S Transition

    4. Initialize Project: Overview

    5. Set Up Project Details in PSA

    6. Add Project in SalesForce Partner Portal

    7. Set Up Tools

    8. Request Update on Client Fonteva Org.

    9. Create a Project Schedule for Initiation and Discovery

    10. Request Resources

    11. Kick-Off : Overview

    12. Schedule the Internal and Client Project Kick-off

    13. Schedule the Sponsor/PM Introduction Call

    14. Schedule and Conduct Initial Trainer Meeting

    15. Schedule Recurring Meetings

    16. Schedule and Conduct Tools Training

    17. Start GCO Steps

    18. Send Discovery Questionnaires : Overview

    1. Discovery: Overview

    2. Prepare for Discovery

    3. Discovery Sessions

    4. Introduction to Data Cycles

    5. Discovery Analysis

    6. Estimation and Solutioning

    7. Finalize Project Plan

    8. Jira Roadmapping

    1. Delivery: Overview

    2. Org Setup

    3. Base Configuration

    4. Showcases

    5. Solution Documents for Development

    6. Development

    7. Customizations

    8. Data Cycles

    9. Internal Final Testing

    10. Prepare for Training

    11. Admin. and End User Training

    12. Final UAT

    1. Go Live: Overview

    2. Data Freeze

    3. Prepare for Go Live

    4. Go Live Support

    5. Transition to Support

    6. Project Closeout

About this course

  • Free
  • 50 lessons
  • 0 hours of video content