Innovating At The Speed of Your Customer – Align Resources with Intent

Summit Blog Innovating At The Speed of Your Customer - Align Resources with Intent

Finally in our sense and respond model, comes alignment. The align part of the operating model is where you put in place a repeatable and predictable way to align and balance the interests of multiple, engaged stakeholders. This is critical for sustained success. This is not just something you do when it is time to set the annual budget. It is a continuous process that keeps all stakeholders working together toward the outcomes that drive your corporate vision.

Appropriate alignment processes ensure timely decisions are made to allocate corporate resources to the initiatives most likely to achieve stakeholder value. Granted, those initiatives may change throughout the course of a fiscal year, but that makes alignment all the more critical. This part of the model ensures teams aimed at strategic imperatives drive real stakeholder value, and achievement is measured in terms of value realized (not just tasks completed).

Success and alignment might require you to move beyond a “one-and-done” project model to a continuous sense-and-respond delivery cycle. Traditional project metrics such as time, scope and budget may not be as relevant as business outcomes such as increase in revenue, improved cross-sell or upsell, or a decrease in marketing costs. This might mean that you take on your Salesforce innovation project focused on a roadmap of outcomes rather than line items and milestones. Fortunately Salesforce partners likeSummit think the same way.

Remember what we said in the first article in the series: Customer needs and wants are ever changing. In order to be responsive yet responsible, we have seen our most successful customers shift to this funding and alignment approach. It holds teams to the ultimate level of accountability — a business outcome — while enabling them to make pivotal decisions as a result of stakeholder feedback or changes in the marketplace. It requires a new set of operating norms and collaboration across all levels of an organization. While moving to this type of funding model is not a simple change.

In order to grow a sense-and-respond operating model at scale, you need three things: an empowering context that encourages actionable insight and creative ideas, the latitude to iterate and test, and the ability to achieve recognition by championing your customers.

While adapting to the speed of your customer is an ongoing evolution, constantly fueled by new thinking, the five steps we’ve talked about in this innovation series offer a strong foundation. It doesn’t matter where you are today. The secret is just to start the process, and move toward your goal, one iteration at a time.

Modern development teams should be encouraged to rethink their focus: “In this product-focused world, teams don’t work on a project; they own a product from concept to decommission. Imagine the difference in quality and in employee engagement when teams own products instead of being treated like resources to be shuffled around.”

Having strategic alignment on an innovation project (or an innovation program in general) means that your organization has undertaken innovation with specific goals in mind. You have mapped out what you are hoping to discover, how it matches with the company’s vision and overarching objectives, and have at least a vague understanding that there will be various roads to reach an indeterminable set of outcomes, each with unique yet important milestones along the way.

As a Salesforce partner, our success is determined by our client’s success. Summit is a Columbus, Ohio based Salesforce Consulting Partner consisting of a talented and creative team of Salesforce certified Consultants, Developers, Analysts and Project Managers. We specialize in building innovative solutions for our clients within the Salesforce family of products including Sales Cloud, Service Cloud, Marketing Cloud, CPQ/Revenue Cloud, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Management (formerly Pardot) and Field Service Lightning. Summit’ strategic services solutions bring custom Salesforce technology to work for your business.

Our leadership team has over 40 years of CRM experience designing sales and marketing automation solutions for growing organizations. We actively listen to and work with our clients to craft technology solutions tailored to their specific needs, rather than a one-size-fits-all approach.

​We work with many industries, including: nonprofit, small businesses, higher education, transportation and logistics, insurance, healthcare, retail, telecommunications and municipal and state government.

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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