cloudalyze “go to market” plan

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1 Vision Cloudalyze intends & strives to be the most “Trusted” partner of choice for SMB customers, offering them OUTSTANDING consulting, Implementation services in, Salesforce.com Ecosystem. Mission It is our passionate mission to deliver true intrinsic business value to our customers, by leveraging recommended “Best Practices” to unlock the true power of Salesforce.com that meets their critical needs now, in the upcoming future and, scales with their growth along the way. Jan 2015 Jan 2017 Jul 2017 US Operations Oct 2017 Jan 2018 Mar 2018 We are on Track... Established GDC - PUNE 45+ Consultant Certifications 95+ Salesforce Certifications 1150+ Trailhead Badges 90+ Expand Knowledge Certifications 25%+ Increased Customer Experience 23%+ Increased Customer Loyalty 20%+ Increased Data Accuracy 40%+ Reduction in Sales Administration Time 45%+ Increased Salesforce.com Adaptation More Effective And customer-centric Salesforce Better Visibility To Higher Management 2018

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1

Vision

Cloudalyze intends & strives to be the most “Trusted” partner of choice for SMB

customers, offering them OUTSTANDING consulting, Implementation services in,

Salesforce.com Ecosystem.

Mission

It is our passionate mission to deliver true intrinsic business value to our customers,

by leveraging recommended “Best Practices” to unlock the true power of

Salesforce.com that meets their critical needs now, in the upcoming future and,

scales with their growth along the way.

Jan 2015 Jan 2017 Jul 2017

US Operations

Oct 2017

Jan 2018

Mar 2018

We are on Track...

Established GDC - PUNE

45+ Consultant Certifications

95+ Salesforce Certifications

1150+ TrailheadBadges

90+ Expand KnowledgeCertifications

25%+ Increased Customer Experience

23%+ Increased Customer Loyalty

20%+ Increased Data Accuracy

40%+ Reduction in Sales Administration Time

45%+ Increased Salesforce.com Adaptation

More Effective

And customer-centric Salesforce

Better Visibility

To Higher Management

2018

2

3

Silicon Valley Office Pune, India

OUR SOLUTIONS

Salesforce.com Data Architecture and Sanitation

Salesforce.com Optimization to fit Business Processes + AppExchange Tools

Salesforce.com Integrations to Back Office Systems (ERP, PLM)

APEX/Visual Force Customization as required

Salesforce.com Social Enterprise + Community ImplementationOUR SERVICES

CRM Health Evaluation

Apex & Visualforce Development

Salesforce.com Implementation

Data Sanitization/ Transformation

CRM Cloud Migration

CRM Business Optimization

Expert Staff Augmentation

CRM System Integrations

Communities Implementation

Our Operations

Salesforce.com Classic to Salesforce.com Lightning Migration

4

What Makes Us Different

5

The Executive Team

VAIBHAV MANKAME NIRANJAN MANKAME GANESH SANAP

DHIRAJ GAIKWAD JAYESH TEJWANI

CEO VP Operations VP Delivery

Delivery Manager Salesforce Architect

Meet The Team

Pune Team

Pune Office

US Office

US Team

Competency Roadmap

2017

PHASE 1

2018

PHASE 2

2019

PHASE 3

PHASE 1OrganizeBuild Out Salesforce.com Capability

• Pune - Recruit Consulting Pool 40+

• Recruit core Consulting pool -US

• Develop Salesforce.com competency

• Acquire Competency Credentials

PHASE 2Energize:Build Out Force.com Apps Capability

• Grow Consulting Pool globally 100+.

• Grow leadership team. (Big 5)

• Improve Salesforce.com competency

• Acquire Organizational Credentials

• Build PS Partnerships

PHASE 3Optimize:Consolidate + Add New Force.com Capability

• Grow Consulting Pool globally. 200+

• Improve Salesforce.com competency

• Acquire Organizational Credentials

• Build PS Partnerships

8

Account Contact ManagementLead Management

Opportunity ManagementCPQ – SteelBricks

Sales Cloud

Case ManagementEntitlement Management

Asset Tracking.

Service Cloud

Marketing Cloud Pardot

Marketing Cloud

Community CloudPartner PortalsCustomer Portal

Community

MobileChatterLive-Message

OMNI - Channel

AppExchangeForce.com DevelopmentVisual Force

Custom

INDUSTRY

High Tech Non Profit

Our Target Market

Finance

Building MaterialEducation

HealthCare

9

What to expect when you Engage with us – Customers

FIXED PRICE

TIME & MATERIALS PROJECTS

SERVICE LEVEL AGREEMENT

(Milestone Based) Commence Project – 20%Discovery Complete – 20%Design Complete – 20%Dev complete – 20 %Test Complete – 10%Deploy Complete – 10%Pricing & Costs (USD 25K to 150K Projects)Recommended for Limited or fixed budget; MVPs;Small projects with limited project scope.

TIME & MATERIALS PROJECTSIt presupposes billing clients for actual work scope based on hourly rates of labor. Customers are charged for amount of hours spent on a specific project, plus costs of materials. The main advantage of T&M model is flexibility and opportunity to adjust requirements, shift directions, replace features, and involve users to get the very product.Pricing & Costs (USD 50K – 500K+)Recommended when Project scope is not yet fully known; You want flexibility to modify the scope or vary the workloads.

Lead Times: We typically will maintain a general resource pool to respond to most requests in 2 weeks or lower. Roles and Responsibilities: A clear R&R matrix will be provided as early as negotiation phase and will be actively managed by you Account and/or Project Manager.Resource Allocation: Resource Allocation will be made taking Lead times and R&R into consideration and customers input will be solicited.

Discover NeedsFormulate SolutionsEstimate Effort CostProvide Quotes/SOWGenerate Contract

PROPOSAL QUOTE

Contract ReviewPricing ReviewFinalize PSA, PO, SOW etcSign and Execute

NEGOTIATE ORDER

Check for StaffMitigate Lead TimesBuild/Assign Team

RESOURCE

Define SLA, Plan & ExecuteMaintain SLA

SUPPORT

Kick-OffDeliver ProjectManage Scope & MilestonesRecord Time & Expense

EXECUTE

10

Pre-SalesProject Planning

Software Requirement Management

Software Development

Software Design

Software Testing Software Development

Post Delivery Support

PSA

Discovery

SOW

Statement of Work

Project Kick-Off

Project Schedule

Business Requirements

Requirement Traceability

Architecture Overview

Configuration Workbook

Process Flows

Org Architecture

Coding Standards

Config / Code

Test Plan

Unit Test Scripts

System Test Scripts

Cutover Plan

Release Notes

Support Plan

Service Level Agreement

NDA

POC

Demo

Quotation

Detail Discovery

Project Charter

Project Definition

Functional Specifications

Use Case Document

Logical Design Model

Physical Design

Process Flows

UI Design

Low Level Design

Code Review Process UAT Plan

UAT Scripts

UAT Results

Data Migration Plan

Project Closure List

Training Plan

Data Migration Plan

Project Closure List

BLUE PRINT #1: ONLY Required DocumentsProject Complexity: Low OR Medium

BLUE PRINT #2: Required + Recommended DocumentsProject Complexity: High

SDLC Project Lifecycle Documentation - Waterfall

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AGILELIFECYCLE

Development 1Add functionality 1

Development 2Add functionality 2

Development nAdd functionality n Release

FeedbackReview

Accept

YES

NO

Record &Incorporate

changes

Adjust & TrackRepopulate features 1

Next IterationOn to development

4,5,etc

START

Initiate Project

Define Requirement

High level Requirement

integrate & test

integrate & test

integrate & test

Continuous Visibility

Client

Developer User

SDLC Project Lifecycle Documentation - Agile

THANK YOU

Cloudalyze Solutions LLC 2905 Stender Way, Suite 48

Santa Clara, CA 95054

Silicon Valley

Phone: +1 (408) [email protected]

Cloudalyze Services LLPP2-204, Pentagon Towers, Magarpatta City, Pune 411028HR: (020) 69155050/51Sales: (+91) 8830134717 [email protected]

Pune