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HPI — High Tech Professions Institute

Our Methodology

Advancing step by step.
With a clear deliverable at each stage.

Every project is different, but the path to making the right decisions needs to be organized. Our methodology connects stakeholders, business processes, and technological solutions.

Schedule an Introductory CallAssessment of an existing Salesforce system

Nine defined stages

01

Discovery

What we doFamiliarizing ourselves with the organization, its goals, systems, users, and challenges.
Who participatesManagement, process owners, IT, key users, and the professional team.
What you getSituation summary, goals, stakeholders, and open questions.
Success metricAgreement on the problem and objective.
02

Mapping and Characterization

What we doDocumenting As-Is and To-Be, scenarios, information, and exceptions.
What you getRequirements document and process maps.
Success metricBusiness scenarios are clear and approved.
03

Solution Architecture

What we doPlanning data model, permissions, components, automations, and integrations.
What you getArchitecture document and solution diagram.
Success metricThe solution is suitable for needs, risks, and maintainability.
04

Roadmap and Backlog

What we doDividing the work into stages, deliverables, and dependencies.
What you getRoadmap, Backlog, milestones, and prioritization.
Success metricEveryone understands what is being built now and what is left for later.
05

Implementation in short cycles

What we doDeveloping, configuring, and presenting deliverables along the way.
What you getWorking versions and demonstrations.
Success metricGaps are discovered early, not at the end of the project.
06

Testing

What we doFunctional, integration, permissions, data, and performance testing as needed.
What you getTest results and bug fix list.
Success metricThe system meets the defined scenarios.
07

UAT and Training

What we doReal users test the system and receive training.
What you getUAT approval, guides, and support materials.
Success metricUsers can perform their work in the system.
08

Go Live and Hypercare

What we doDeploying the system to production, monitoring, and addressing issues.
What you getTransition plan, support, and defect documentation.
Success metricThe process works stably in production.
09

Continuous Improvement

What we doMeasuring usage, data quality, performance, and new needs.
What you getPeriodic Roadmap and updated Backlog.
Success metricThe system continues to adapt to the organization.

Questions before a quote

Four questions that focus the conversation

  • Which process currently consumes the most time?
  • Where is the most important information located outside the system?
  • Which management decision is difficult to make due to lack of data?
  • What do users do today to bypass the system?

The Next Step

Schedule an Introductory Call

Schedule an Introductory Call