Managing change in Salesforce and the rest of your tech stack is challenging because of the amount of risk involved. Yet, it's a necessary part of working in operations. Change management is the systematic approach to managing change. And it's vital to making any major change management project effective.
To implement change management, you need the right combination of tools and processes. You also need to commit to sticking to your plan.
The best way to start a change management plan is by developing a template using the sections outlined above. Once you create your template, you can reuse it for every project. Following a template will ensure that you cover all of your bases.
Using your template as a starting point, work with all of your key stakeholders to create your plan. You'll need to get buy-in from leadership on some aspects of your plan, particularly in regard to user impacts and measurements.
Following this process for every change project sets you up for success. Everyone involved in the change project understands their marching orders. Leadership is engaged and offering support. And with user feedback, you can develop a training and communication plan that keeps them engaged.
User engagement is critical to humanizing your change project. While you may be in the weeds of technical jargon, the average salesperson or customer success manager is asking, “How does this change affect me? By talking to users before you start making changes, you can gain a better understanding of their perspective. That understanding can be used to inform your training and communication plan. It's important to include only the information that they need. Too much information can turn them off.
Another way to turn users off is by providing inaccurate information. Sometimes, that's out of your hands. Despite your best efforts, most ops teams lack insight into the true impact of planned changes. It's not uncommon for a major change project to be followed by a cleanup effort, where you put out the fires caused by the change.
Arovy eliminates those headaches by providing Change Intelligence, right inside Salesforce.
Change Intelligence is knowing the impacts and dependencies that are necessary to confidently manage complex technology. Change Intelligence solutions guide the art of how to design, implement, and iterate processes that accelerate revenue.
Incorporating Arovy into your change management process can transform the unknown into knowns. Armed with that knowledge, you can implement a more strategic change project and provide users with reliable information on what to expect.