What was the scope of their involvement?
In general, Algoworks provides end-to-end DevOps while we focus on pre- and post-development processes. I usually work face-to-face with the client to capture the requirements and detail the architecture at a high level. Their team then works to meet the specs, managing the different environment types, providing QA and testing, and handling all of the migration steps involved when pushing out new or modified functionalities.
On this project, they improved the integration between the client’s Salesforce platform, ERP, and product database. For every service opportunity, there needs to be a service contract that dictates the parameters of the scope. This involves a primary assessment of the work and a quote, both of which are key parts of the sales process but are performed by service teams.
To solve this disconnect, Algoworks developed a sharing model that linked the sales process to team managers across different sectors. Now, when a salesperson creates a sales opportunity, the model will pass the information to the relevant service team manager based on their sector, location, or both. The manager can then gauge their team’s bandwidth before assigning a resource to assess the project. This information goes back to the sales team, providing them with a valid scope and quote when working with customers.
The sharing model involves a custom UI that works off of sales agreement objects in Salesforce. It’s also compatible with Service Cloud, creating cases in tandem with service opportunities.
What is the team composition?
In the beginning, we worked with two resources but have substantially ramped up since. We’re now working with a team of 12, including the managers and developers. Algoworks has assigned project managers who lead the daily scrum meetings in addition to development managers who understand how stories relate to each other and assign them to individuals.
On the development side, there are solution engineers who look at the tactical connections based on my architecture; senior and junior developers support the engineers by handling requests. For Salesforce development, they’ve also assigned specialists who focus on Apex code, Salesforce Lightning, and admin-side process builders.
How did you come to work with Algoworks?
I’d already worked with them while at a previous company and had a great experience. When I started my own business, I reached out to them directly.
How much have you invested with them?
In total, we’ve spent over $300,000.
What is the status of this engagement?
We started working with them in October 2016, and the relationship is ongoing.