Lightning Experience (LEX) was initially rolled out as an improved UI aimed at helping sales reps sell faster and smarter. Since then, Lightning Experience has extended to service, apps, security architecture and more, transforming the Salesforce platform and ecosystem.
With each release of Salesforce, the list of Lightning-exclusive features grows longer. If Lightning Experience is the future of all Salesforce enhancements, the future has arrived. Organizations that are not migrating to Lightning are falling behind and missing out on the innovations, increased ease of use and collaboration that allow Lightning users to connect with their prospects and customers on a deeper level, resulting in more profitable relationships.
Our methodology for Lightning engagements spans both new implementations launching in LEX as well as organizations migrating off of Classic. Learn more about our methodology (pdf).
We implement all new Salesforce environments in Lightning Experience and ensure our clients benefit from the tools and capabilities offered by Lightning. As adoption of LEX continues to accelerate, we’ve worked with many companies to help them migrate off of Classic. With our expert Lightning migration team, we can help organizations of any size and complexity take advantage of the true potential of Lightning.
We recommend a multi-phased approach as follows:
Consider: This is the time to evaluate if Lightning Experience is a good fit for your organization. Is there a general aptitude for change in your organization? Are there any big initiatives or other factors that can create barriers for a potential Lightning Migration initiative? Identify the key stakeholders for the project, solicit an executive sponsor, and run the Lightning Experience Readiness Check to assess your organization’s current status.
Analyze: Assess your existing Salesforce implementation and usage to build a deep understanding of how your organization is using Salesforce today. Many companies find that there are existing processes that can be streamlined and improved through their Lightning Migration. What key features are in use, but are not supported on LEX? Gears can help address these questions and many more with a Rapid Lightning Assessment.
Plan: A solid roll-out strategy is crucial when implementing Lightning, and is often the key to high adoption and measurable success. For more complex Salesforce environments, we offer a Custom Lightning Roadmap. Tailored to incorporate your organization’s business processes, personas, and existing customizations, our experts will help you to outline user training and documentation, define success metrics and craft a communication strategy.
Execute: Put your plans into action as you execute your rollout strategy. Involve power users, technology evangelists and make them a central part of your implementation. Capture metrics to measure your success as your users begin to work in Lightning. User training is an essential part of execution; even users who have been working with Salesforce for years will need to understand how Lightning differs from Classic.
Adopt: A successful Lightning implementation doesn’t end at go live. It’s important to solicit feedback from your users and iterate frequently if something isn’t working. Make sure you monitor the results of your success metrics against the benchmarks set in the Plan phase. Leverage the innovations available with each Salesforce release to continually enhance your instance.