For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting. Even for straightforward, out-of-the-box implementations, there are a number of considerations when switching to Lightning, and that number increases with heavily customized Orgs.
The truth is, however, that a Salesforce Lightning migration doesn’t have to be big and scary. You can keep it small or you can transform your business. Either way, it’s possible to choose how and when the transition impacts your organization.
There are several reasons for making the move to Lightning — increased productivity and better reporting visuals, a cleaner and more engaging interface, ready to use adoption-friendly features, and endless other functionalities made possible with the right customization.
You, like many of our clients, are asking yourself questions like:
How do we leverage the power of Lightning?
Why should we make the switch?
What will the new UX look like for my team?
How will this impact our apps?
How can Lightning drive productivity?
How do we make the transition, responsibly?
The good news is, you’re in good hands.
CNL has performed numerous migrations for companies of all shapes and sizes. We’re here to guide you, help you prioritize, develop a roadmap, and support you along the way.
The migration from Classic to Lightning is not as simple as flipping the switch. The first and most important step is understanding where your organization is on the path to Lightning readiness. CNL works with you to help understand how you can align your business goals with the benefits you can expect from the new Lightning platform. Through these workshops, we identify the easiest place to get started with your migration and create a roadmap for success. Some components of the roadmap include:
Strategic goal alignment
CNL understands that the transition to Lightning represents an investment for clients who have been working with the platform for some time. Our goal is to help clients identify the goals, rationale, and measurable value of this transition in a way that can be communicated to executives, board members, and end users alike. The goal of transitioning to Lightning is ultimately to better support strategic, internal, and financial goals. We will walk your stakeholders through an exercise to define strategic goals that Lightning can address and prioritize them on the roadmap.
Just because you have Salesforce doesn’t mean everyone has bought in. This makes the transition plan even more critical. So, we start by evaluating the usage and adoption of your Salesforce Classic implementation and providing the right expertise to help understand and analyze your Salesforce Lightning Readiness Report. This ensures that we not only reduce potential drops in utilization with the transition, but increase adoption overall.
We’ll spend time helping you define personas within your organization, working with these groups to educate them about new Lightning features and ultimately identify the functionality that will drive the most value and productivity for each group.
A Salesforce Lightning migration can involve significant changes to the way a company does business, including process and system enablement changes which inevitably impacts employees, partners, and customers. Managing change successfully is not trivial and when it is not consciously and proactively addressed it can result in negative outcomes for both customers and employees. We get ahead of that by incorporating change management as part of the initial planning process.
CNL will run the Salesforce Lightning Readiness Assessment report and provide expert analysis of all Salesforce features, configuration, and development impacted by the transition to the Lightning Experience. Our team will quickly help you understand the most tactical technical considerations that will impact your Salesforce Lightning migration, as well as the level of effort required to enable Lightning for your users.
Lightning Readiness Report Analysis and Evaluation
Data Model Review
App Lightning Readiness Review
Technical Change Management Evaluation
The outcome is a Technical Gap Analysis Report showcasing areas where current state is either supported by or not ready for Lightning, as well as what potential solutions are possible with high-level estimates.
What’s Stopping You From Moving to Lightning?
In order to keep — and hopefully dramatically increase — end-user and executive engagement, you need to create alignment and plan your migration thoughtfully. What are the first three critical steps you should take to facilitate a successful move to Lightning?
What now? Managed Services
Go-live is just the beginning of an exciting and essential Salesforce Lightning migration. Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued wins. We know that much of the work starts after go-live. CNL’s experienced Salesforce professionals are ready to assist with the strategic and technical components of your new Lightning org.
Learn more about how CNL can help make sure you are always ready for the next big thing.
Ready to ditch Classic?
We will ensure your migration is a smooth transition.