Iterating in the pre-development phase
As mentioned previously, although the chapters of this book are laid out in a linear manner, you will iterate through the activities and decisions within them before you are ready to contract with Salesforce and your chosen implementation partner. Perhaps when presenting your Salesforce project’s business case to senior leadership, you don’t gain approval for the budget requested, or the business case does not live up to the criteria for your company’s investment board. If this is the case, be sure to capture the reasons, so you know what to improve or modify. Then, go back to Chapter 2, Defining the Nature of Your Salesforce Project, to redefine the scope, considering dependencies between the capabilities.
Once you have gone through that iteration, continue through the cycle – the chapters in the pre-development phase – update your RAID log and business case, and present again.