What was the scope of their involvement?
We brought them in under a master and professional services agreement on a time-and-materials basis. The first stage began with workshops, because we didn’t know how big the scope of our project was at that point. We worked with a project manager and held workshops in every different role in the advertising department. My team participated, and it took about two weeks. At the end, we had the project scope.
We then broke it up into what was vital for production, and put anything left over into a spring cycle based on business priority. Celedon was instrumental in developing all of the Salesforce workflows. This was a new application, and my team didn’t didn’t have the experience.
The first project was a CRM system for our advertising department. Part of it involved customized code that we had to do based on business requirements, but the majority was more configuration, workflow, and reports.
The other side of our business is the digital and print subscriber. We utilized the Salesforce platform as a CRM for our subscribers. Celedon helped us gather all the requirements, and also fitted the architectural designs into the Salesforce platform without impacting advertising.
We used a developer to build the ETL so we could communicate between a couple of downstream systems, as well as transfer data. Celedon had a really experienced Salesforce admin who helped us build a service console for the customer service reps, as well as different types of workflows.
The big aspect of the project involved the configuration setup of Salesforce, including profiles, security, workflows, escalation workflows, and queues.
What is the team composition?
Chris [CTO, Celedon] was our primary contact. We used him for architectural and technical guidance. He was the oversight of the whole project. We used a couple of Salesforce developers who wrote Apex code and Visualforce pages in order to meet our customization needs. We also used a Salesforce admin for the setup. I partnered people from my team with each Celedon resource throughout the whole project.
How did you come to work with Celedon Partners?
For the second project, we looked at one other provider. Celedon got the job because they understood our business more quickly than the representatives from the other company.
What is the status of this engagement?
We started working with them in July 2014. We worked on the advertising MVP [minimum viable product] from December–February, which we released to a small group of sales reps. Afterwards, we did a soft launch due to the huge change to allow for better support. Overall, we worked together for around 18 months.
Celedon made the decision to exit the Salesforce business, so we’re no longer working with them. We were at one point, however, having problems with the integration between Salesforce and DFP [DoubleClick for Publishers], so I contacted Chris, and his developers helped us solve the problem.