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Capstone: Deliver a Full Implementation

A full implementation, start to finish: discovery, design, plan, two build waves, migration, integration, UAT, cutover and hypercare.

  • Advanced
  • 53 lessons
  • 12 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Run a discovery that produces requirements rather than a wish list
  • Turn requirements into a design and a plan you can defend
  • Deliver a build in waves, with migration and integration inside them
  • Run UAT and a cutover that does not surprise anybody
  • Hand a system over: adoption, hypercare and documentation

Course content

12 sections · 53 lectures · 32 hands-on labs

The project you have just been handed 3 lectures
  1. 1.1 The Spreadsheet That Runs A Company
  2. 1.2 What A Delivery Actually Consists Of
  3. 1.3H Hands-On: Read The Statement Of Work As The Person Who Has To Deliver It Hands-on
Discovery 6 lectures
  1. 2.1 Discovery Is Not Requirements Gathering
  2. 2.2H Hands-On: Run The Process Workshop, And Let Declan Correct Your Map Three Times Hands-on
  3. 2.3 Outcome, Process, Preference
  4. 2.4H Hands-On: Build The Requirements Traceability Matrix, And Give Every Row An Owner Hands-on
  5. 2.5aH Hands-On: Profile The Data Before You Promise Anything (One Of Two) — The Count Hands-on
  6. 2.5bH Hands-On: Profile The Data Before You Promise Anything (Two Of Two) — What The Counts Mean Hands-on
Design 5 lectures
  1. 3.1 Designing Against A Fixed Date
  2. 3.2 The Data Model Decision Everything Else Inherits
  3. 3.3H Hands-On: The Access Design, Written As Decisions Rather Than As A Diagram Hands-on
  4. 3.4H Hands-On: Write The Solution Design Document, And The Seven Decisions It Must Record Hands-on
  5. 3.5H Hands-On: The Design Review With Rekha, And The Two Things You Change Hands-on
The plan you can actually hold 4 lectures
  1. 4.1 Estimating Configuration Honestly
  2. 4.2H Hands-On: Build The Delivery Plan, Waves, Dependencies And The Critical Path Hands-on
  3. 4.3 Scope, Change Control, And The One Sentence That Saves A Project
  4. 4.4H Hands-On: Write The Change Request That Says No, And The One That Says Yes Hands-on
Build, wave one 4 lectures
  1. 5.1 Build Order
  2. 5.2H Hands-On: The Foundation Wave, And The Naming Convention You Will Live With Hands-on
  3. 5.3H Hands-On: The Access Wave, Then Prove It By Logging In As Declan Hands-on
  4. 5.4H Hands-On: The Wave One Demo, And The Two Things It Changes Hands-on
Data migration 5 lectures
  1. 6.1 Migration Is A Business Decision Wearing A Technical Costume
  2. 6.2H Hands-On: The Mapping Sheet, Field By Field, Including The Fields That Do Not Go Hands-on
  3. 6.3H Hands-On: Cleanse And De-Duplicate Before The Load, Never After Hands-on
  4. 6.4H Hands-On: The Rehearsal Load, And Reading Its Failures Without Flinching Hands-on
  5. 6.5H Hands-On: Reconciliation, Proving The Data Arrived To Somebody Who Does Not Trust You Yet Hands-on
Integration 4 lectures
  1. 7.1 One Integration, And The Four Questions That Size It
  2. 7.2 Choosing The Pattern: What Stays In Finance, And What The Platform Is Allowed To Own
  3. 7.3H Hands-On: The Integration User, Its Permissions, And The Failure Path You Build First Hands-on
  4. 7.4H Hands-On: What Happens When It Fails At Three In The Morning Hands-on
Build, wave two 5 lectures
  1. 8.1 Where An Agent Earns Its Place In A Delivery
  2. 8.2H Hands-On: The Automation The Framework's Clock Actually Needs, Built To Be Explainable Hands-on
  3. 8.3H Hands-On: The Agent That Answers "When Is Somebody Coming" Hands-on
  4. 8.4H Hands-On: The Evidence Pack, The Reporting That Proves The Obligation Hands-on
  5. 8.5H Hands-On: The Wave Two Demo, And The Deferred List Revisited In Front Of The Sponsor Hands-on
Testing and user acceptance 5 lectures
  1. 9.1 Testing Something You Built Yourself, Without Marking Your Own Homework
  2. 9.2H Hands-On: Write The Test Pack Straight Out Of The Traceability Matrix Hands-on
  3. 9.3H Hands-On: Run User Acceptance Testing With Four People Who Did Not Ask For This Hands-on
  4. 9.4 Defect Or Change Request? The Triage Conversation That Decides Who Pays
  5. 9.5H Hands-On: The Defect Log, Triaged, And The Four You Are Not Going To Fix Hands-on
Cutover and go-live 5 lectures
  1. 10.1 A Cutover Is A Script, Not A Plan
  2. 10.2H Hands-On: Write The Runbook Hour By Hour, With A Rollback Point That Is Real Hands-on
  3. 10.3H Hands-On: The Release, And Everything A Deployment Quietly Leaves Behind Hands-on
  4. 10.4 Go Or No-Go: Deciding With Incomplete Information, In Front Of People
  5. 10.5H Hands-On: Cutover Weekend, Compressed, And The Two Things That Go Wrong Hands-on
Adoption, hypercare and handover 5 lectures
  1. 11.1 Adoption Is Designed, Not Hoped For
  2. 11.2H Hands-On: Train The People Who Did Not Want This, On A Phone, With Gloves On Hands-on
  3. 11.3H Hands-On: Hypercare, Two Weeks, Triaged Daily, And The Day The Calls Stop Hands-on
  4. 11.4H Hands-On: The Handover Pack, And What You Owe The Person Who Takes It From You Hands-on
  5. 11.5 The Retrospective: Saying What Went Wrong, Honestly, In Front Of The Client
What you can now claim 2 lectures
  1. 12.1 The Evidence A Capstone Produces, And How To Use It
  2. 12.2 The Projects You Are Now Allowed To Run

Requirements

  • The CORE track, or equivalent working experience
  • Ideally one of the Build or Consultant tracks as well

Description

The course that turns knowledge into a project you can describe in an interview. You are handed a project and you run it: discovery, design, a plan you can actually hold, build in two waves, data migration, integration, testing and user acceptance, cutover and go-live, then adoption, hypercare and handover.

It prepares you for no exam, and that is the point of it. What it produces is the thing a certificate cannot — the experience of having delivered.

Who this course is for

  • Administrators, consultants and developers who know the platform but have never run a delivery.

Skills you'll practise

Implementation deliveryDiscoverySolution designData migrationUATCutoverChange management

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