Salesforce Project Lifecycle

A SIMPLE, CONCISE, AND EFFICIENT APPROACH

Project Journey Lifecycle

At SynconAI, we follow a proven implementation lifecycle designed to ensure successful Salesforce delivery from start to finish. Each phase—Discovery through to Support & Maintenance—is carefully structured to align with your business goals and deliver scalable, high-performing solutions tailored to your needs.

PHASE 1

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PHASE 1

BUSINESS DISCOVERY

We begin by understanding your business, your challenges, and your goals. This sets the foundation for delivering a solution that drives measurable impact.

  • Define your business objectives and project goals

  • Analyze current systems and processes

  • Identify inefficiencies, pain points, and optimization opportunities

  • Recommend solutions aligned to business outcomes

 

PHASE 2

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PHASE 2

DESIGN & PLANNING

In the Design & Planning stage, we create a comprehensive plan to guide the implementation process and ensure project success.

  • Develop a customized implementation strategy tailored to your business needs.

  • Create a project plan with timelines, milestones, and all key deliverables.

  • Define roles and responsibilities for each team member.

  • Provide detailed documentation and specifications for the implementation.

 

PHASE 3

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PHASE 3

PROJECT DEVELOPMENT

PROJECT DEVELOPMENT
In the Development stage, we execute the implementation plan and build the solution based on the project specifications and requirements.

  • Implement the solution based on the project specifications.

  • Develop and configure customizations and integrations.

  • Perform unit and integration testing to ensure quality.

  • Collaborate with your team to ensure a smooth rollout.

 

PHASE 4

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PHASE 4

UNIT & USER ACCEPTANCE TESTING (UAT)

In the Testing (Unit & UAT) stage, we perform thorough testing to ensure that the solution is functioning as expected and meets your business needs.

  • Conduct comprehensive unit testing to ensure quality.

  • Develop test plans and scenarios for User Acceptance Testing (UAT).

  • Collaborate with your team to execute UAT.

  • Identify and resolve any issues or bugs.

 

PHASE 5

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PHASE 5

DEPLOY & LAUNCH

In the Deploy & Launch stage, we implement the solution and ensure a smooth rollout, providing support and training as needed to ensure user adoption.

  • Deploy the solution to your production environment.

  • Conduct end-to-end testing to ensure seamless integration.

  • Provide training and support to ensure user adoption.

  • Ensure a smooth transition to the new solution.

 

PHASE 6

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PHASE 6

CONTINOUS SUPPORT & MAINTENANCE

In the Support & Maintenance stage, we provide ongoing support to ensure the solution remains functional and up-to-date with the latest upgrades and enhancements.

  • Provide timely support and issue resolution.

  • Monitor and maintain the solution to ensure optimal performance.

  • Perform regular updates and upgrades to keep the solution current.

  • Continuously evaluate and improve the solution based on feedback.

 

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