It doesn’t have to be binary. There are many fans of Waterfall project management, and rightfully so. Waterfall’s linear approach with extensive stakeholder engagement and input at the start of a project helps identify requirements and pain points so a sequential plan can be mapped out and executed. Waterfall is a tried-and-true way to do […]
As any developer can attest, large and complex development projects can quickly turn into nightmares. The lead developer suddenly quits to take a job at another company across town, and it takes weeks to onboard a replacement. A fire drill on another project siphons away resources and puts your project weeks or months behind. Someone […]
Five years ago, I started a strategic IT and Salesforce consulting firm to help other companies eliminate the stress of designing and implementing complex technology projects. My vision was for Inovitio to serve as a true business partner of other companies to help them avoid the “brain drain” that often plagues challenging projects, with frequent […]
Cooling fabric startup company brrr° had an increasingly frustrating problem on its hands: it had outgrown its old customer relationship management platform, Copper. Copper, which works with Google’s G Suite platform, met brrr°’s needs in the company’s early days when CRM was the primary use case. But now the fast-growing Atlanta startup needed a more […]
Five9 is a great CRM augmentation tool for Salesforce as it captures customer calls and provides agents with profiles, sentiments, persona and next best action features that make them more effective at their jobs. But many orgs aren’t using Five9 to its full potential, and that means sub-optimized use of the tool, lost productivity and […]
It’s every developer’s nightmare. Declarative visual tools like Workflow rules, which can save valuable time by automating time-consuming business tasks such as billing or updating contact records when a company changes its name, can become dangerous when used together with code base tools like Triggers. All it takes is one small error when using Workflows […]
The finance and accounting team at a major construction company in the Southeast was exasperated with how much time they were spending to create invoices, quotes and estimates for customers. A form with more than 50 components would take hours to complete, with numerous clicks and navigations to other pages or related objects needed to […]
