Cloud based Global Roll-outs 1

Cloud based Global Roll-outs

Cloud based Global Roll-outs

Today’s digital world, the IT industry is undergoing a tremendous transformation to supply client services at a faster pace, competitive price with no compromise on quality. To live to the expectations of this journey, IT professionals are arising with innovative methods and approaches in software delivery. As the subject (IT Services) is extremely vast, we are limiting our discussion to Rollout models and approaches for Cloud solutions.

TechPoint GROM Best Practices help businesses get a clear understanding of best practices for global rollout or split/consolidation of your Salesforce organization, helping build agile, scalable yet robust deployment processes to ensure sustainable value. These best practices span across four stages of Salesforce deployment: Discover, Decide, Plan and Act.

An enterprise must have a CRM Framework which comprises eight building blocks of CRM: vision, strategy, customer experience, organizational collaboration, processes, information, technology and metrics.

With the arrival of cloud-based products, the infra, platform, the software is out there real-time and therefore the enterprises found out are often wiped out days’ time with the minimum initial investment. The same activity earlier wanted to demand high initial investment with a longer time interval to line up. Business is expecting similar agility & speed in solution deployment to markets across the Globe. The challenging factors of business readiness, adoption, process harmonization etc. still remain the same. In the subsequent sections, we’ll mention the ways and approaches to breeze through the challenges and deliver the rollouts programs successfully with speed and agility.

Below are some key concepts that must be considered for Cloud-based global rollout programs.


  • Template Design
  • Selection of Rollout Model
  • Roll out Clustering Strategy

Template Design:-

Traditionally roll out approach involved investing time and money in process harmonization across business units and developing a worldwide template solution. This template solution was then deployed across regions and business units during a phased manner. The solution deployment involved rolling out of the already built global template with legal & statutory requirements specific to the region.

The traditional approach of building global template & subsequently rolling bent markets was compatible for On-Premise implementations. With the arrival of cloud products, the minimum viable solutions are often found out easily & are often made available to markets in pace with very minimum configurations. This has provided a chance to explore and evaluate other approaches alongside traditional approaches. In this section, we are presenting our thoughts on Minimum Viable Product( approach) and the way this approach is often wont to enhance the answer and eventually deliver a complete product.

MVP Approach:

  • A Minimum Viable Product (MVP) would be built and implemented as a pilot solution for a business unit
  • As a part of release planning, product backlogs would be identified and prioritization of those backlogs would be done
  • During further rollouts, the Minimum Viable Product (MVP) would be iteratively built and enhanced with the backlogs identified using an agile-based approach
  • The MVP would be enhanced with additional functionality after having a business benefits case for every functionality/requirement against pre-set KPIs using value-based analysis
  • Meticulously planned sequencing and smart retrofitting of incremental build packages to earlier rollouts
  • Each rollout would thus have the below two primary elements:
  • Enhancement of the template with product backlogs identified
  • Market/Business Unit Rollout

Benefits of this approach:

  • Long wait times with the normal global template build approach are replaced with reduced Time to plug giving competitive edge to the customer
  • Effective Change Management allowing adaptation of business processes with users across the business unit
  • Reduction of risks traditionally involved explosion go-live
  • Agile based ‘show and fine-tune’ ensuring conformance to Standards and Quality

Note: the choice of the approach differs from client to client and solely depends on Client specific requirements and wishes.

Cloud based Global Roll-outs

Roll out Models:

The right selection of rollout models is extremely important for a successful deployment of the answer. In this section, we’ll provide details around various rollout models which will be considered for iterative template build.

The iterative MVP template build approach is often implemented using one among the below-mentioned roll out models. However, the rollout model best fitted to a customer depends on the factors influencing the particular business situation. Extensive influencing factors for the rollout model are detailed below:

Pros and Cons of different roll out models:

Roll out Clustering Strategy:

Right clustering strategy is required to optimize the efforts in gathering requirements, building and deploying the answer across markets. The clustering strategy for roll-out is often implemented using a joint session with the customer validating the clustering and sequencing logic so as to baseline an equivalent for the program. There are various influential factors like facts, constraints and business insights that determine the clustering strategy for roll-out programs.

These key influential factors can be used to evaluate the complexity of a country using a scoring mechanism. An overall score is calculated using weighted points and countries are often categorized accordingly as low, medium or high complexity supported cumulative weighted point score. The scoring mechanism and proximity of the country to every other are often used for grouping countries into clusters for rollout. An illustrative example is provided below:

In this article, we discussed a number of the key concepts that are essential for selecting the proper template approach, roll out model & clustering strategy for global template cloud solution deployments. In the next blog, we’ll further discuss the custom developments approach, risks, challenges and learnings from global rollouts.

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