5 Day Financial Services Cloud Quick Start Implementation

The next generation of wealth management solutions must be able to provide advisors with the ability to engage closely with their clients, intelligently gather and manage information, all while responding to the challenges of a changing regulatory landscape. Our 5 Day Financial Services Cloud Quickstart solution will provide your organization with the tools necessary to meet these needs.

  • Rich client profiles will provide a unified view of customer information and will facilitate interaction with the client to understand their needs and goals.
  • Smart actions will allow your advisors to view and manage their book of business efficiently through consolidated dashboards and prioritized actions.
  • Unified information aggregation will provide your advisors with a unified view of client centered information to allow quick response to new data and changes in the environment.
  • Real time client engagement facilitated through the wealth management community to allow for close interaction online and on mobile platforms.

    In short, our Financial Services Cloud Quickstart Solution includes the tools your team requires to quickly respond to your clients’ wealth management needs while eliminating the time and administrative costs of seeking, capturing, and responding to new information.

  • Discovery

    We will learn your business in order to develop a Quickstart solution tailored to your financial service processes. LEARN MORE

    Configuration

    Our team will build a Financial Services Cloud application that is ready to perform upon delivery.
    LEARN MORE

    Data Management

    Our team will support your Quickstart Data Model with the data you need to operate.
    LEARN MORE

    Reporting & Analytics

    Our solution will provide you with the tools necessary to understand your data and manage your business.
    LEARN MORE

    Training

    We will provide your end users and stakeholders with the education necessary to best leverage your new Financial Services Cloud application.
    LEARN MORE

    Support

    Upon delivery, we will work with you to ensure that your organization can seamlessly adopt your new solution and get back to business.
    LEARN MORE

    Day 1

    Day 2

    Day 3

    Day 4

    Day 5

    • Connector.

      Business Process Mapping

    • Connector.

      Custom Requirements


    • Connector.

      Security Model Setup

      OWD, Accessibility, Login, and Access restrictions

    • Connector.

      User Setup

      Role Hierarchy, Profile Setup, User creation, Public Groups, Queues. Note: Up to 5 users (Note: Custom Profiles are not available in Group & Professional editions)


    • Connector.

      Custom Fields

      Up to 12 on Standard Objects using standard layouts.

    • Connector.

      Custom Objects

      2 Custom Objects. 12 Custom Fields each.

    • Connector.

      Page Layouts

      Page Layout Changes to up to 4 Standard Objects (Typically Accounts, Contacts, Leads and Opportunities).

    • Connector.

      List Views

      Up to 6 Total.

    • Connector.

      Validation Rules

      Up to 2 per Object.


    • Connector.

      Workflow Rules

      2 Workflow Rules across 2 Objects. Created using Process Builder (excludes Outbound Messaging and only applicable to Professional Edition).

    • Connector.

      Assignment Rules

      2 Assignment Rules (Only available on Leads).

    • Connector.

      Approval Processes

      2 Approval Processes available on 1 Custom Object and all standard Objects; either group or individual approvals.


    • Connector.

      Custom Links

      Up to 2 Custom Links.

    • Connector.

      Communications Templates

      2 Custom Mail Merge templates with fields to be provided by client.

     
     
     
     
    • Connector.

      Data Management

      Data import from a predefined CSV file for Accounts, Contacts, and Leads (Note: Imported data is furnished, cleaned, and modified by the customer).

     
     
    • Connector.

      Custom Reports

      3 Reports developed using Report Builder.

    • Connector.

      Custom Dashboard

      Up to 1 custom Dashboard.

    • Connector.

      Reports Refresh

      Using the standard Salesforce feature.

     
     
     
     
     
    • Connector.

      Training

      End User training on the functionality of the implementation
      – Salesforce basic functionality
      – Using your customizations
      – Building Reports & Dashboards
      – Setting up List Views, Custom Fields, etc.

     
     
     
     
    • Connector.

      Support

      3 Hours of Post Implementation Support; to be used within 1 week after implementation is completed.

    • Connector.

      Communication and Project Management

      Communication of progress and issue mitigation:
      – Daily Status Reports
      – Risk Register
      – Action Item Tracker

    • Connector.

      Deliverable Preparation

      Preparation of project deliverables, which include:
      – Discovery Results
      – Configuration Workbook
      – Data Migration Templates and Results

    DAY 1

    • Discovery

    DAY 2

    • Configuration

    DAY 3

    • Configuration

    DAY 4

    • Configuration
    • Data Management
    • Reports

    DAY 5

    • Training
    • Support

    Our Implementation Timelines Quick View

    5 Day Quick Start Implementation

    Discovery – Day 1

    • Connector.

      Day 1

      Discovery & Business Process Mapping

     

    Configuration – Day 2-4

    • Security Model Setup
      (OWD, Accessibility settings, Login & Access restrictions)
    • User Setup
      (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields
      Up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes
      Up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Data Management – Day 4

    • 01

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    • 02

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    • 03

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    • 04

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    Reports – Day 4

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Training, Review, Adjustments – Day 5

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Project Management – Day 1-5

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Support – Day 5

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    5 Day Quick Start Implementation

    Discovery – Day 1

    Discovery & Business Process Mapping

    Configuration – Day 2-4

    • Security Model Setup

      (OWD, Accessibility settings, Login & Access restrictions)

    • User Setup

      (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users

      Note: Custom Profiles are not available in

      Group & Professional editions

    • Custom Fields

      Up to 12, on Standard Objects

      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.

    • Page Layout Changes

      Up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    • Validation Rules

      Up to 2 per object

    • List Views

      Up to 6

    • Workflow Rules

      (excluding Outbound message WF Actions) Only applicable to Professional Edition

    • Assignment Rules
    • Approval Process

      Only applicable to Professional Edition

    • Custom Links
    • Communication Templates

    Data Management – Day 4

    • Data import from a predefined CSV file.

      This covers only Accounts (with Contacts) OR Leads.

    • Note: Customer supplies data in the predefined CSV file format which should be ready to be imported in SFDC. Data Cleansing or any other modifications to the data file (CSV) is not supported.

    Reports – Day 4

    • Custom Reports using Report builder

      Up to 3 reports

    • Scheduling Reports Refresh

      (standard feature)

    • Dashboards Setup

      One Dashboard

    Training, Review, Adjustments – Day 5

    • End User Training

      The functionality of the implementation

    • How to use Salesforce basic functionality

      How to use all the customizations we performed

      How to create your own Reports & Dashboards

      How to setup List Views, Creating custom fields etc.

    Project Management – Day 1-5

    • Customer Communication
    • Project Management

    Support – Day 5

    • 3 Hours of Post Implementation Support
    • To be used within one week after implementation is completed

    Out of scope services

      • Communication Templates
      • Salesforce to Salesforce
      • Territory Management
      • Visual Workflow
      • Translation Workbench
      • Marketing and Service Cloud features
      • Data Extraction
      • Data Import requiring a third party tool

      • Reporting Snapshots
      • Visualforce page reports
      • Configuring a Reporting tool
      • Custom development with APEX, Visualforce, Websites (Site.com /Force.com Sites), Pages, Triggers
      • Training Material is provided which covers all the items from the solution and how to use the implemented functionality
      • Proactive Support

    [/cs_content]