Discovery: To reflect reality
The discovery phase isn't just about gathering requirements; it's about understanding the daily challenges, obstacles, and expectations of support teams so that the subsequent design isn't disconnected from reality.
Design Built: For better scaling
The discovery phase is not only about collecting the requirements, but also about determining what the support teams really have to deal with and what the challenges, barriers, and expectations are to make the next design not unrelated to reality.
Configuration: Controlled flexibility
The configuration phase employs a sandbox approach in order to prevent the blind way of configuring Salesforce that allows changes to be verified first, then tested to be implemented into production.
Testing: Involves real support
UAT planning isn't just a checkbox activity; it involves testing with feedback from real agents and supervisors, identifying adoption issues early on.
Deployment: Without disruption
Deployment management is planned to minimize the impact on support operations and prevent teams from facing an unfamiliar system all at once.
Optimization: After System Release
The implementation doesn't end after go-live; the optimization phase continuously addresses performance gaps, reporting needs, and workflow improvements.