May 1, 2018

Navigating Change Management From a Non-Leadership Role

Let’s face it, change is hard. Sometimes it can be fun and exciting, but changes that involve a person’s day-to-day routine are typically very challenging. You can play a vital role in change management, even if you aren’t in a leadership role.

August 15, 2017

It’s Business Processes Time

It’s important to evaluate your business processes from time to time and ask yourself why, who, what, and how along the way. We offer guidance to help you evaluate your processes in this post.

April 25, 2017

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision of the organization. Learn how to put this concept into action.

October 11, 2016

Change Management: Unpacking the Jargon

In order to help you and your teams “talk the talk” of change management, below are a few tips on decoding the jargon. Change is hard enough as it is, no need to add a layer of complexity to it by introducing a new language.

September 13, 2016

Change Doesn’t Always Have To Be Scary

Change is all about how you manage the process. Implementing a new CRM like Salesforce can certainly lead to unintended consequences if you don’t manage the process of change appropriately. Here are a few tips to effective change management that will make the process less scary for you and your team.

April 28, 2015

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference- a tradition where physicians and nurses from within their specialty (such as pediatrics) will meet – confidentially and very respectfully – to discuss cases in which the patients had a very serious or sometimes fatal outcome.) but we call ours “Post-Project Evaluations.” We like to think of it as a “postpartum” discussion (meaning the “baby” – your project – has been delivered). After a project has been completed, we meet as a team to discuss the outcomes. Everyone associated with the project, which includes the Account Executive, Consultant(s), Project Manager, and management, attends the meeting.

April 14, 2015

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within the organization, change of business processes, change of customers and/or partners and changes in technology. Each of these influences can impact the growth and evolution of your Salesforce organization in very subtle and gradual ways, but more often than not, the impact is in very rapid and hastened ways that can harm your Salesforce story.

December 16, 2014

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there is one key step that is crucial to the success of your roll out. Getting the actual users on board.