Designed and implemented a custom Salesforce delivery object and supporting process to create a seamless transition from sales to delivery, centralising project governance and improving visibility across teams.
Designed and implemented a custom Salesforce delivery object and supporting process to create a seamless transition from sales to delivery. The goal was to centralise project governance, improve visibility across teams, and establish a single source of truth for active work. The solution formalised milestone tracking, key dates, and project progress while enabling collaboration between sales, pre-sales, and delivery teams. By embedding automation, structured workflows, and reporting, the process ensures consistent handovers and stronger operational oversight throughout the project lifecycle.
Designing and building a custom Salesforce delivery object to support structured project handovers.
Creating automated workflows and notifications to enforce governance and reduce manual coordination.
Developing dashboards and reports to provide real-time visibility across teams.
Managing access controls through permission sets and profiles to maintain data integrity.
Collaborating with sales and delivery stakeholders to align the process with real operational needs.
Established a seamless handover process between sales and delivery teams.
Centralised milestone tracking and governance for improved project oversight.
Enabled shared visibility and reporting across sales, pre-sales, and delivery functions.
Created a single source of truth for active project management.
Refining workflows and automation as operational requirements evolve.
Enhancing reporting and governance controls to support scaling delivery teams.
Delivered a fully custom Salesforce delivery management framework.
Implemented automated workflows to improve coordination and accountability.
Established structured access controls to protect data integrity.
Integrated SharePoint linking to support shared documentation management.