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The five essential ingredients for digital transformation

Practical guidance to increase the value you realize from your investments in Salesforce

Businesses are witnessing a rapid shift, from traditional channels to newer digital engagement models — a trend that was significantly accelerated by the pandemic. And, a number of companies have already increased their investment in digital efforts.

Despite these investments, there is a seemingly unbreachable digital talent and capabilities gap between top performers and those that lag behind. Big tech companies have armies of digital talent compared to the understaffed, overstretched IT departments of most large companies.

This mismatch means companies fall behind on key capabilities, like the ability to leverage data to engage customers in a personalized and consistent manner. As a result, they are turning to leading cloud platforms like Salesforce to fill gaps in digital capabilities.

Digital transformation ingredients

Achieving a more effective digital future

The reality is that many companies don’t have a well defined playbook for digital transformation. To address the challenges many of our clients experience when trying to realize the value of their Salesforce investments, we developed 5 key ingredients that can help you achieve your desired digital future state.

Vision & Strategy: Start with a clear vision balanced with defined strategies and KPIs for execution and measurement.

Governance & Operating model: A guide for the steps, roles, activities and measurement criteria to help educate everyone on how to deliver the vision and strategy.

Processes & Ways of Working: Utilize processes and new ways of working as mechanisms to foster innovation and agility.

Platform Architecture: Identify the optimal architecture using four main factors — Product roadmap, Limitations, Complexity and Data.

Performance Management & Culture: Focus on establishing strong cultures of performance and outcomes.

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For your company to truly succeed at transformation, you need a crystal clear view of your future, while embedding your vision in a culture that guides numerous decisions on governance, process and architecture. This approach will help enable the return on your technology investments and lay the foundation for future success.

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Contact us

Ian Kahn

Ian Kahn

Principal, US Salesforce Practice Leader, PwC US

Sri Balakrishnan

Sri Balakrishnan

Principal, Salesforce Consulting & Certified Technical Architect, PwC US

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