Digital Transformation | Salesforce Industries

Vlocity Digital Transformation

Vlocity Digital Transformation


Based on the experience of more than 150 Vertical Cloud delivery projects in 5 industries, Vlocity has defined a comprehensive methodology to help companies and partners build a successful Digital Transformation Plan. Our Digital Transformation Planning methodology is based on a holistic vision of the transformation and aims to respond to 3 key questions:


The value proposition and business case justifying the program.

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The product, the solution, and the way to integrate to an existing landscape of application.

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The transformation path and the team, tools, methodology, and assets to deliver.

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We Learn From the Industry and Our Clients

Survey results from the Dreamforce '18 Vlocity Digital Transformation Masterclass & Customer Panel.

82% of respondents said that enabling cultural and organizational change was a HIGH priority Digital Transformation challenge for them.

62% of respondents said that simplifying their business was a HIGH priority Digital Transformation challenge for them.

46% of respondents said that moving from strategy to execution was a HIGH priority Digital Transformation challenge for them.


The Vlocity Value Advantage.

Empowering all stakeholders, delivering amazing digital experiences, and driving significant business value impact.

Vlocity brings continuous innovation coming from both Salesforce and Vlocity product roadmaps (3 releases per year) and through Business Experimentation approach to reduce the risk of new ideas & initiatives.

Vlocity accelerates the transformation of business processes and user/customer experience through omnichannel guided processes and automation, inspired by Vlocity Process Library by Industry and customer segments.

The Vlocity approach addresses major challenges and risks, benefiting from lessons learned of 150+ Customer Digital Transformation projects in 5 industries worldwide.

Vlocity has the experience of more than 150 Customer Digital transformation projects and many go lives worldwide within complex environments and ecosystems. We address both Business Deployment resulting to fast adoption of the solution, as well as IT Deployment based on a collaborative framework, agile methodology, and continuous integration.

Vlocity enables faster time to value to introduce new offers, products, services, promotions, processes, features, … benefiting from the #1 CRM cloud platform, Salesforce and our Vlocity configuration approach (zero-software).

The Vlocity solution and technologies significantly reduce TCO for both implementation and maintenance, compared to on-premise, non-native Cloud software or traditional CRM vendors. Our Business value team has assembled real-life TCO benchmarks to demonstrate cost benefits.


Build the end-to-end architecture and perform a Vlocity product assessment and gap analysis.

Build The End-To-End Architecture

Establish a vision of the to-be architecture based on the Vlocity Solution Map and Data Model. Pinpoint key directions in terms of channels integration strategy, data strategy, integration strategy and legacy systems decommissioning.

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Perform Vlocity Product Assessment

Business and IT architects, SFDC/Vlocity Solution Engineers and Product experts meet to respond to all product questions and show case stories or business / IT scenarios through the product.

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Our methodology is structured in 10 steps, each step representing an element that will be used as a foundation to build a complete Digital Transformation Plan.

Transformation Planning

Transformation Planning aims to build and set up the Customer Digital Transformation planning elements including the Business Case, the end-to-end Architecture, the Vlocity Product coverage, the Transformation roadmap, and planning. Important to notice that this phase can be delivered in a few weeks, the critical factor being the availability of key Business and IT experts and sponsors of the client to support all the activities.

Key activities here consist of understanding Client business and IT priorities, process and/or system pain points, ongoing and to-be channels strategy and approach, Digital strategy and current and planned initiatives, … as well as identifying key business and/or IT KPIs. The goal is to build a BSS or CRM Digital Transformation business case and TCO model supported by Vlocity Business and IT KPIs real-life benchmarks.

Key activities consist of understanding as-is Architecture, legacy systems and ongoing transformation initiatives including Integration layer initiatives (ex. Common ESB, API gateway, Microservices architecture, ETL …) and/or Master Data Management initiatives (ex. MDM for Customer data, …) as well as establishing a vision of the to-be architecture based on Vlocity Solution map, and key directions in terms of channels integration strategy, Data strategy, Integration strategy, and legacy systems decommissioning.

This step aims to assess the Vlocity product against Client Business and IT key requirements. For the matter of efficiency, this takes place through Vlocity / Salesforce Product workshops (i.e. Product Hackathon) where Client’s Business and IT architects, SFDC/Vlocity Solution Engineers, and Product experts meet to respond to all product questions and showcase stories or business / IT scenarios through the product.

This step is the cornerstone of the Customer Digital Transformation Planning and consists of drafting the Transformation roadmap, with its stages or waves of Business Capabilities that would be introduced progressively considering the outcomes of the previous steps (ex. Business or IT priorities, business value, business launch dependencies, architecture evolution, legacy systems dependencies,). The Transformation roadmap is built with MVP (Minimum Viable Product) in mind: “Launch quickly, improve often, get better results”.

This step concludes the transformation planning activities and consists of estimating the Digital Transformation implementation – this activity is in general done with the support of an SI or Delivery partners, several methods of estimation are applied (i.e. Top down: by comparison of similar projects with similar scope, bottom-up: by estimating the units of work to deliver based on Abacus, FTE model: by estimating the number of FTEs per skills to deliver the project). These activities can benefit from our Vlocity’s experience in estimating more than 100 projects in collaboration with our Clients and Partners.

Governance Planning

Governance Planning aims to establish a Digital Transformation program organization, governance, methodology, roles & responsibilities, staffing/profiles needs, … all the elements enabling to prepare a successful launch of such a program.

This step aims to work in collaboration with the Clients and/or the Delivery partner to establish program organization (ex. Leadership & Governance: strategy, stakeholders, capacity, methodology definition; Enterprise Planning: innovation, value, experience & architecture framework, delivery engines) with a goal to set up an Operating Model Framework for the future, driving innovation and productivity with fast, repeatable delivery. In this step, the program methodology fundamentals will be established including which Agile framework (ex. SAFe, Scrum) to use, the need for Hybrid Agile (ex. Legacy systems project dependencies), agile and Continuous Integration tools.

In this step, main program activities are split in work streams (ex. Command center, Business Deployment, Vlocity Configuration, Integration, Data Migration, …) with a goal to define clear responsibility level of Client (Business and IT), a Delivery partner (if any), Vlocity and other project stakeholders (ex. Salesforce).

This step consists of detailing the skills and profiles required to deliver the activities planned for each workstream per Transformation roadmap wave. For instance, for the Command Center Workstream, several profiles are required including Client IT project Leader, Client Business project leader, Client Product Owner(s), Client Enterprise Architect, Vlocity Program Architect, Salesforce Program Architect, … At the end of this activity, the program has a detailed view of all the profiles and skills required to deliver the roadmap stage and can focus on finding the best staffing to fill the roles.

In this step, a detailed RACI (Roles & Responsibilities: R: Responsible, A: Accountable; C: Contributor, I: Information) matrix is set up on all program activities and deliverables. The goal is to ensure that all parties involved in the implementation have clear roles defined within an agreed Agile framework.

Finally, this step aims to consolidate all program elements including planning, staffing, estimation, costs, methodology, governance, … which is going to become the program reference. This step will also consist of establishing a first version of the main program risks and proposed mitigation plan.


The Vlocity Value Advantage.

Focus on 100% customer success is the #1 Vlocity company core value which drives Vlocity team and projects.

Drive Lean Governance Model and reinforce business outcomes to keep the Program on track.

Leverage the Salesforce and Vlocity ecosystem to bring new capabilities and innovation. Set up an Agile Operating model to get the most out of the Agile teams, to break down silos and to create an ecosystem.

Adopt a customer-centric culture to transform your company business, processes, product and experience - ”The people in the kitchen also have to learn from the customers point of view.”

Adopt an agile and iterative delivery cycle, with MVP (Minimum Viable Product) mindset and experiment: “When it is perfect it is too late.”

Redefine how you measure success. The digital era requires that companies move nimbly in order to succeed. Companies need to hold themselves to new standards that will indicate whether or not they are truly leading the pack on innovation, productivity, and the adoption of digital technologies.

Drive top-down, the people at the top are the most important agents of changes, with one unified Business - IT team and governance.

Business outcome driven, to be reviewed and adapted continuously.

Strategy + People + Process + Culture + Technology.


Vlocity Digital Transformation Experts

Vlocity's Digital Transformation methodology and practice is guided by some of the most experienced experts in cloud computing and industry transformation.

Jean-Marie Pierron
Jean-Marie Pierron
Chief Transformation Officer – EMEA
Frank Palase
Frank Palase
Chief Transformation Officer – Americas & APAC
Mark Stevens
Mark Stevens
Vice President – Strategy
Rip Gerber
Rip Gerber
Chief Marketing & Innovation Officer

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