How to Scale Your Admin Team as Your Company Grows by Ted Hazard
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This document discusses how to scale an admin team as a company grows without increasing headcount or budget. It recommends developing partnerships by establishing roles like sponsors, business owners, department admins, champions, experts and users. These roles share responsibilities and ensure governance. For larger departments, the model can scale vertically by adding roles like regional admins under a sales VP. With defined roles and governance, the admin team can effectively support growing user needs without adding permanent headcount.
How to Scale Your Admin Team as Your Company Grows by Ted Hazard
- 1. How to Scale Your Admin Team as Your Company Grows Dreamforce 2016
- 2. Ted Hazard Salesforce Solutions Architect thazard@vetsfirstchoice.com @hazardme
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- 4. Stating the Obvious A Poem We wish we could hire Many more awesome admins The budget won’t allow!
- 5. All alone in the Admin Meadow… What do we do nex
- 6. Develop a Strategy It sounds logical, but how do I actually do it? Partnerships Defined Roles
- 7. In the Beginning Admin Users Establish & Define Roles
- 9. High Level Roles Sponsor • Executive • Sets Goals, Vision • Users will follow her direction Business Owner • The users report into his team • Builds the plan to achieve goals • Stakeholder in Salesforce goals Leadership Engagement Can’t Be Underestimated
- 10. Key Roles Dept. Admin • Department or Region Specific • THE Salesforce gal • Represent subset of users Experts • Reporting | Data Integrity • User Management | Security • Environment Management The folks your users can count on
- 11. Key Roles Champions • Use Salesforce Daily • Respected by Peers • SME with Good Ideas Happy Users • High Adoption • Engaged in Feedback Loops • Productive & Efficient The folks your users can count on
- 13. Things Change! Scalability is Key
- 14. Example: Larger Department Sales VP Domestic Sales Experts Domestic Admin Champions International Sales International Admin Champions Experts
- 15. A Quick Note on Governance • Roles & Responsibilities • Change Control • Salesforce Road Map and Strategy to Grow • Measurement • Tool Set
- 16. Closing Haiku We wish we could hire Many more awesome admins The budget won’t allow! Admin team can wow Be clever, fellow admin Scalable model!
- 17. Thank Y u
Editor's Notes
- #6: So we can’t simply hire- we have to be creative. What do we do? How do we change to Admin-User model?
- #8: This probably looks familiar? Simple can become too simple. How do we change it?
- #9: Step 1 Partnerships: You can’t do it along (anymore) you need partners upstream and downstream. I’ll dive into each role and touch on the need and the responsibilities of the person in that role. This is a framework that you can draw from – you may decide to add some or all of these roles immediately or over time.
- #10: Define roles
- #11: Dept. Admin- Beyond delegated administration. Partners upstream and down Trainers Your job to make these folks successful- position for success
- #12: Dept. Admin- Beyond delegated administration Your job to make these folks successful- position for success
- #13: Now that we’ve discussed he roles let’s look at the model a second time.
- #14: Your business is growing so it will change.
- #16: Measurements: increased sales, decreased time to service, adoption metrics Tools Communication: Chatter, Ideas, Track Enhancements Tracking: Use Salesforce Itself! Education: Trailhead, Certification, User Groups Governance Model