The Salesforce Business Analyst Handbook: Proven business analysis techniques and processes for a superior user experience and adoption
暫譯: Salesforce 商業分析師手冊：提升用戶體驗與採用的有效商業分析技術與流程

Munagavalasa, Srini

The Salesforce Business Analyst Handbook: Proven business analysis techniques and processes for a superior user experience and adoption
  • 出版商: Packt Publishing
  • 出版日期: 2022-11-18
  • 售價: $2,030
  • 貴賓價: 9.5 折 $1,929
  • 語言: 英文
  • 頁數: 232
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 1801813426
  • ISBN-13: 9781801813426
  • 相關分類: 使用者經驗 UX

    • 海外代購書籍(需單獨結帳)

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商品描述

Key Features

  • Learn the intricacies and nuances of every stage of a project's implementation
  • Discover real-world examples, tips, and tricks that you can apply to any Salesforce project
  • Overcome the challenges inherent in user interaction and improve your customer experience

Book Description

Salesforce business analysis skills are in high demand, and there are scant resources to satisfy this demand. This practical guide for business analysts contains all the tools, techniques, and processes needed to create business value and improve user adoption.

The Salesforce Business Analyst Handbook begins with the most crucial element of any business analysis activity: identifying business requirements. You'll learn how to use tacit business analysis and Salesforce system analysis skills to rank and stack all requirements as well as get buy-in from stakeholders. Once you understand the requirements, you'll work on transforming them into working software via prototyping, mockups, and wireframing. But what good is a product if the customer cannot use it? To help you achieve that, this book will discuss various testing strategies and show you how to tailor testing scenarios that align with business requirements documents. Toward the end, you'll find out how to create easy-to-use training material for your customers and focus on post-production support – one of the most critical phases. Your customers will stay with you if you support them when they need it!

By the end of this Salesforce book, you'll be able to successfully navigate every phase of a project and confidently apply your new knowledge in your own Salesforce implementations.

What you will learn

  • Create a roadmap to deliver a set of high-level requirements
  • Prioritize requirements according to their business value
  • Identify opportunities for improvement in process flows
  • Communicate your solution design via conference room pilots
  • Construct a requirements traceability matrix
  • Conduct user acceptance tests and system integration tests
  • Develop training artifacts so your customers can easily use your system
  • Implement a post-production support model to retain your customers

Who this book is for

This book is for intermediate- to senior-level business analysts with a basic understanding of Salesforce CRM software or any CRM technology who want to learn proven business analysis techniques to set their business up for success.

商品描述(中文翻譯)

**主要特點**

- 學習專案實施每個階段的複雜性和細微差別
- 發現可以應用於任何 Salesforce 專案的實際範例、技巧和竅門
- 克服用戶互動中固有的挑戰，改善客戶體驗

**書籍描述**

Salesforce 商業分析技能需求量大，但可用資源卻相對稀少。本書是針對商業分析師的實用指南，包含創造商業價值和改善用戶採用所需的所有工具、技術和流程。

《Salesforce 商業分析師手冊》從任何商業分析活動中最關鍵的元素開始：識別商業需求。您將學習如何使用隱性商業分析和 Salesforce 系統分析技能來對所有需求進行排序和堆疊，並獲得利益相關者的支持。一旦您了解需求，您將著手將其轉化為可運行的軟體，透過原型設計、模型和線框圖。但如果客戶無法使用產品，那麼產品又有什麼用呢？為了幫助您實現這一點，本書將討論各種測試策略，並向您展示如何量身定制與商業需求文件相符的測試場景。在書的最後，您將學會如何為客戶創建易於使用的培訓材料，並專注於後期支持——這是最關鍵的階段之一。如果您在客戶需要時提供支持，他們將會持續與您合作！

在這本 Salesforce 書籍結束時，您將能夠成功導航專案的每個階段，並自信地將您的新知識應用於自己的 Salesforce 實施中。

**您將學到的內容**

- 創建一個交付高層次需求的路線圖
- 根據商業價值對需求進行優先排序
- 識別流程中的改進機會
- 通過會議室試點來傳達您的解決方案設計
- 構建需求可追溯性矩陣
- 進行用戶驗收測試和系統整合測試
- 開發培訓材料，以便您的客戶能夠輕鬆使用您的系統
- 實施後期支持模型以留住您的客戶

**本書適合誰**

本書適合具有基本 Salesforce CRM 軟體或任何 CRM 技術理解的中級至高級商業分析師，旨在學習經過驗證的商業分析技術，以為其業務成功奠定基礎。

作者簡介

Srini Munagavalasa has more than 20 years of global IT experience in Salesforce CRM and PRM, SAP CRM, and HR. He has a passion for learning about new and emerging technologies and products and prototyping and implementing solutions resulting in customer satisfaction and business benefits. He has authored 10+ articles on CRM, HR, and project management with Wellesley Information Services (WIS). He has also presented papers at Salesforce Dreamforce and SAP Sapphire/ASUG. He is currently working as a VP at Salesforce COE at MUFG Americas. He has a bachelor’s degree in metallurgical engineering and holds a post-graduate diploma in operations management. He has worked with renowned companies such as CA Tech, IBM, The Walt Disney Company, and PwC.

作者簡介(中文翻譯)

Srini Munagavalasa 擁有超過 20 年的全球 IT 經驗，專注於 Salesforce CRM 和 PRM、SAP CRM 以及人力資源。他對學習新興技術和產品充滿熱情，並專注於原型設計和實施解決方案，以實現客戶滿意度和商業利益。他在 Wellesley Information Services (WIS) 發表了 10 多篇有關 CRM、人力資源和專案管理的文章。他也曾在 Salesforce Dreamforce 和 SAP Sapphire/ASUG 會議上發表論文。目前，他在 MUFG Americas 的 Salesforce COE 擔任副總裁。他擁有冶金工程學士學位，並持有運營管理的研究生文憑。他曾在 CA Tech、IBM、華特迪士尼公司和 PwC 等知名公司工作。

目錄大綱

Table of Contents

  1. Identifying Requirements
  2. Elicitation and Document Requirements
  3. Prioritizing Requirements
  4. Process Flows - "As-is" versus "To-be"
  5. Business Requirements Document
  6. Solution Design and Functional Document
  7. Demonstrate Functionality Using Prototypes
  8. Exploring Conference Room Pilots
  9. Technical and Quality Testing
  10. Requirements Traceability Matrix
  11. User Acceptance Testing
  12. Communication and Knowledge Management
  13. End User Training
  14. Post Go-Live Support / User Forums

目錄大綱(中文翻譯)

Table of Contents


  1. Identifying Requirements

  2. Elicitation and Document Requirements

  3. Prioritizing Requirements

  4. Process Flows - "As-is" versus "To-be"

  5. Business Requirements Document

  6. Solution Design and Functional Document

  7. Demonstrate Functionality Using Prototypes

  8. Exploring Conference Room Pilots

  9. Technical and Quality Testing

  10. Requirements Traceability Matrix

  11. User Acceptance Testing

  12. Communication and Knowledge Management

  13. End User Training

  14. Post Go-Live Support / User Forums

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