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Salesforce nearshoring consultancy and implementation Outbox Company 2013-09-20.

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Presentation on theme: "Salesforce nearshoring consultancy and implementation Outbox Company 2013-09-20."— Presentation transcript:

1 Salesforce nearshoring consultancy and implementation Outbox Company

2 Outbox company - Management Statements Mission of today “Outbox is #1 CRM system integrator in Poland and CEE specializing in business and IT solutions within Customer Relationship Management.” Vision for tomorrow „Outbox is the leading consultancy delivering innovative IT solutions to boost customer experience through personalisation, social relationships empowerment and world class CRM.” © Outbox | Commercial in Confidence | 12 października 2014

3 Nearshoring - Geographical Reach of 3-hours flight © Outbox | Commercial in Confidence | 12 października 2014 We provide the personnel to plan and execute projects from our Nearshoring Centers in Warsaw Headquarters Sales offices

4 Nearshoring Centers © Outbox | Commercial in Confidence | 12 października 2014 Headquarters Development Center n Located at Warsaw city centre, reachable from main airport in 20min. n 50 employees n Management, consultants, administration, project managers, analysts and management n 24h security, secured server rooms and open space work place n Located in Warsaw, reachable from main airport within 15min. n 260 employees (developers, testers, analysts, project managers) n Teams from PMO, product development, quality assurance, support and maintenance n 24h security service

5 The team - Salesforce Solutions Center Our team are experienced consultants who will provide consultancy and perform implementation in Salesforce. The team consists of 40 technology specialists skilled in Salesforce (20 certified) © Outbox | Commercial in Confidence | 12 października 2014

6 Project Delivery Model © Outbox | Commercial in Confidence | 12 października 2014 We are flexible to adopt the most appropriate software development methodology for you We have people that are experienced collaborating with customers in various constellations We are able to take the best out of both approaches and combine that optimally We stress the communication and interaction throughout the whole project Waterfall / V modelSCRUM

7 V model Project Delivery – Project Management © Outbox | Commercial in Confidence | 12 października 2014 Key features: Project management will is done on Client and Outbox side. All the project tasks will be listed and assign to each party. All the communication with Client managed by Outbox Project Manager. Outbox suggests to track the progress and project risks in the status report and run status meetings every 2nd week. Client PM is communicating Outbox PM about any issues or changed in schedule and scope. Project Management Reporting Managing Risk Project Office prep. Scheduling Coordinating Analysis Design Build Test/Training Project Management Deliverables: Project schedule Project structure Progress reports Risk logs Approvals Data Migration Deployment

8 V model Project Delivery - Project Team Structure © Outbox | Commercial in Confidence | 12 października 2014 Project Sponsor (Client) Project Manager (Client) Project Manager (Outbox) Functional Team (Outbox) Technical Team (Outbox) Project Team (Client) Sponsor: - Choses PM - Manages resources - Accept the scope/ schedule / budget PM: - Communicate with Outbox Project team - Accept deliverables - Manages Client project Team - Monitors project progress. - Manages functional req. PM Outbox: - Status reports - Manages risks, schedule, budget, quality, team, etc. Outbox Functional Team: - Does application config. - Prepare & execute test scripts, - Writes training documents. Outbox Technical Team - Writes design spec.. - Apex coding, - Interface specification, - Migrate data, - Sandbox preparation

9 Project Delivery – SCRUM Approach © Outbox | Commercial in Confidence | 12 października 2014 Release 1 – Account mgmt./Opportunity mgmt/Case mgmt. 2 weeks 4 weeks Outbox team 1 deliv. not complex reqs. (case 1, 2, 4) Outbox team 2 deliv. complex reqs. (case 3) 1. Review of past sprint gives information about how many requirements were really delivered. For example: during Sprint 1 was planned 4 requirement. Review shows that we could have delivered 5 requirements. 2. Planning next sprint Outbox team knows that 5 requirements can be delivered. 3. Sprints for complex requirements are planned knowing review history and are delivered on the basis of already produced requirements. This gives the team more flexibility and speeds up the process. 4. In the end of the release the cumulative number of MD from all sprints should show 15% of savings (against V-model)

10 Project Delivery – Preparation Phase © Outbox | Commercial in Confidence | 12 października 2014 Few short sprints to collect the initial requirements and define the initial modelling, planning and organization. The output are the first items in the Product Backlog. The items are ordered by their priority High priority items must be described. In this sprint only Product Owner, Stakeholders and Scrum master take part. Example: 1.Quotation 2.Input File information 3.Input Operation Information 4.Input Operation-Services 5.Input Operation-Costs 6.Input of Commission information 7.Input discount 8.Update Currency Information 9.Generate Offer 10.Send nomination confirmation 11.Nomination of Inspectors 12.Selection of Inspectors (Matrix)

11 Outbox company Profile Outbox is a leading consulting company specializing in business and IT solutions within Customer Relationship Management:  #1 CRM system integrator in Poland and CEE  Headquarted in Warsaw with representations in London and Paris  Founded in 2005 and currently employs 320 CRM specialists  Implemented CRM solutions in CEE, EMEA and in the US  Partner with leading CRM technology providers, such as © Outbox | Commercial in Confidence | 12 października 2014

12 8 years of sales and employee growth 100% privatly-owned by 5 founders 17 mln EUR of sales revenues More than 25 completed CRM projects Over 320 consultants employed 2 Polish offices in Warsaw 2 international offices in (UK, France) >5 partner offices in Switzerland and Germany Outbox company - Figures as of 2012 © Outbox | Commercial in Confidence | 12 października 2014

13 Outbox company - Market Position in Poland Ranking Computerworld TOP200, Edition 2012 © Outbox | Commercial in Confidence | 12 października 2014

14 Technology Partners © Outbox | Commercial in Confidence | 12 października 2014 Filenet Unica Websphere Dynamics CRM on premise Dynamics CRM online Sharepoint Salesforce CRM Salesforce ISV Force.com Marketing Cloud PeopleSoft CRM Siebel CRM Fusion Apps RightNow Fusion Middleware: SOA Suite WebCenter BPM SQL Server BI

15 Project References © Outbox | Commercial in Confidence | 12 października 2014 Attached are 2 more project case studies that deal with Oracle Technologies and were delivered as part of a nearshoring partnership between the customer and Outbox in Outbox insights Use different communication tools for different purposes Conduct kickoff meeting with everyone Schedule frequent face- to-face meeting with key people Involve the customer in risk and stakeholder management

16 Customer References © Outbox | Commercial in Confidence | 12 października 2014

17 Certificates for Quality and Stability © Outbox | Commercial in Confidence | 12 października 2014 ISO 9001:2008 Quality Management System Dun & Bradstreet Poland Financial Stability

18 Marcin Malinowski international services department Tel or


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