Case Study
Driving Partner Sales with Portal Roadmap
Guided capital planning with roadmap, architecture, staffing insights
Enhancing Salesforce for Global Channel Partner Enablement
- The client had made a significant investment in its global Salesforce platform to automate processes and establish a single source of truth. Given that 80% of its business operates through indirect sales, the client recognized an opportunity to enhance platform capabilities for its sales partners.
- After an unsuccessful attempt to launch a proof-of-concept solution, the client engaged Valent to develop a functional needs analysis, implementation roadmap, and technical design for its Channel Partner Portal.
Structured Approach to Business-Tech Alignment
Valent applied an Assess > Strategy > Plan methodology to create a prioritized business functionality backlog, technical design, and implementation plan:
- Requirements Backlog Development – Conducted workshops and user interviews to develop an inventory of user personas and detailed, estimable user stories.
- Technical Design – Performed in-depth analysis of application and data structures in Salesforce and the core ERP to design a portal integration architecture and reporting data architecture.
- Plan Development – Combined requirements and technical designs to create estimates and develop a detailed multi-quarter implementation, testing, and rollout plan, including Salesforce user license modeling to forecast costs based on adoption rates.
Guided capital planning with roadmap, architecture, staffing insights
- A comprehensive approach, plan, and technical roadmap, including a change management strategy, were adopted to guide capital planning and funding
- A detailed future-state solution architecture was developed
- Client staffing and talent needs, as well as gaps, were identified
- Implementation is currently in progress
For Businesses
You have a goal.
We’ll get you there.
If your organization is interested in finding ways to improve your performance, profitability and growth, or leverage AI for transformational outcomes, we can help. Contact Valent Partners today to arrange a consultation on the challenges you face.
