Ready, Set, Deploy: How Place Technology Streamlined Deployment on the AppExchange
0 likes262 views
The document presents a discussion on deployment challenges and solutions in software development, featuring insights from Codescience and Place Technology, two companies focused on leveraging the Salesforce platform. It emphasizes the importance of real-time forecasting, effective planning, and developing strong partnerships for successful implementations. The speakers share their experiences and strategies for overcoming common deployment hurdles while ensuring customer success.
Ready, Set, Deploy: How Place Technology Streamlined Deployment on the AppExchange
- 2. Today’s Speakers: Kirbie Pillette Deploy Lead CodeScience Brandon Metcalf CEO & Founder Place Technology
- 4. Who is CodeScience? ● Founding partner of the Salesforce Product Development Organization (PDO) Program ● We partner with clients to build solutions on the Salesforce AppExchange ● Named first Master PDO in 2017 ● From design to build to implementation, we support through the full lifecycle
- 5. Client success: 10% of the AppExchange
- 7. Brandon Metcalf CEO & Founder Place Technology Welcome Brandon!
- 8. Connected live forecasting and planning software for small and mid-market tech & service companies
- 9. Everyone wants real-time forecasting on-demand Forecast 9 Sales & Marketing Accounting (Historic) Operations Finance (Future) Investor Deck — Confidential
- 10. • Capex and Dev Spend Forecast • Pricing • Scenario Models • Quarterly Reporting • KPI Trends It’s so complicated and hard to get the data in one place 10 Forecast Operations Finance (Future) Accounting (Historic) Sales & Marketing Pipeline & bookings Excel Subscription billing CSV Quotas Partial Integration • Hiring Plan • HRM • Support Desk • Stripe Exports • Vendor Subscriptions • ”The Random One-offs” • Historic Cash Flow & Starting Balance Sheet • Divisional & Custom Reports Investor Deck — Confidential
- 11. By the time you get answers, you’ve either made a decision without data, deferred decisions, or your model is inaccurate because the data was pulled a month ago 11 Forecast Operations Finance (Future) Accounting (Historic) Sales & Marketing This Still Takes A Month! Investor Deck — Confidential
- 12. Brandon Metcalf CEO Kabe Vanderbaan CTO 12 We know this problem because we had it Talent Rover was a global software company for the staffing and recruiting industry and was built on the Salesforce Platform. Customers ranged from small 5 to 10 employee firms, to multi-billion behemoths such as Adecco Group, True Blue, and Page Group When we were a 50-person tech company, asking questions much bigger than a 50-person company “Should I build operations in Hong Kong” 100s of hours spent every month on forecasting what would happen We used the same models throughout the exit process, because we knew the value based on a variety of scenarios Investor Deck — Confidential
- 13. We're doing for finance what we did for staffing & recruiting Acquired by Bullhorn March 2018 13 Founded in 2011 Raised ~$28M from 15 angel investors 2017 Inc 500: 9th -Fastest Growing Software Company in America with 2800% Revenue Growth 8 Global Offices Customers in 40 countries Investor Deck — Confidential
- 14. Multibillion-Dollar Platform Enormous Existing Scale Growing Wonderfully We love 14 $25.7B Revenue 150,000+ Customers We’re not the only ones who have exited on the back of “The Salesforce Growth Play”: 21% Revenue Growth in 2021 Great Reach Into Our Target Segments Loves Working With Us $2.5B Existing SAM Referring Business to Place Investor Deck — Confidential
- 16. Lessons learned at Talent Rover Product or Services Company? Problems when implementations go sideways SI vs internal?
- 17. Place Technology’s deployment solution Partner with SIs to help with implementations Leverage the Salesforce ecosystem
- 18. Considerations when choosing Partners How do you recruit SIs? What to look for in a great SI partner
- 19. Building strong partnerships How to structure & maintain SI partnerships Potential “gotchas” to be aware of
- 20. Top 3 tips for successful deployments Have a Deployment Plan in place Product enhancements vs SI customizations Get outside help if you need it!
- 21. You don’t have to go it alone
- 22. Challenges you may face when trying to deploy ● Need to create a professional services team from scratch ● Pressure to get end customers live quickly while simultaneously generating revenue ● Where and how to cap deployments and support? ● How to control costs while delivering high quality? ● Need to do more with small budgets and few resources ● How to measure capacity, quality and productivity? ● Once live, constant pressure to improve service and products
- 23. DEPLOY PLAN & SCOPE REFINE CodeScience approach to Deployment
- 24. Contact Us: Thank you Place Technology hey@placetechnology.com CodeScience info@codescience.com