Getting Sign-Off

For a system to be considered successful, it has to provide a solution that stakeholders agree meets their needs. Keeping your stakeholders informed and aligned and managing their expectations throughout the implementation is essential for success.

In this chapter, you will learn how you can use sign-off checkpoints to keep stakeholder’s understanding and expectations aligned through the different phases of your implementation.

The value and mechanics of sign-off are generally not talked about. Those who are unfamiliar don’t appreciate the importance, meaning project milestones can come and go without formal (or only a passing) acknowledgment from those who are involved. They have a personal view of how the implementation is progressing, which is not challenged. This topic has a dedicated chapter to help you understand why sign-offs play an important part in ensuring the success of your Sales Cloud implementation.

We’re going to cover...