We have worked with companies of all sizes to build custom CRM solutions based on Salesforce.

After years of experience, we've built a highly-optimized process to make sure we meet project timelines and exceed expectations.

Our approach

Define

A functional lead from Lab5's team will work with your team's experts to make sure we have an intimate knowledge of your goals.

Plan

The Lab5 team estimates how long things will take, then we agree with you on what to tackle in the next two weeks.

Build

Once our plan is finalized, we kick into action. Building, testing, and bug-fixing all happen during this step.

Launch

Once you've agreed that the feature is ready for prime-time, we'll effortlessly release it to your (delighted) users.

Improve

Next, the Lab5 team will show you how your new features work and gather your feedback. If you want any changes, we document that as well.

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Define

Actions:

Kick off project, identify the key stakeholders, and develop plans for how we'll work together.
Identify and document the overarching business goals of the project.
Analyze and map out how your business processes work today (what we call a "Current State Process Map").
Identify areas for improvement in current state process.

Deliverables:

Project Success Metrics
User Personas & Journeys
Current State Process Map
Proposed Future State Process Map

Lab5 Team Members:

Project Manager, Functional Lead, Tech Lead

Plan

Actions:

Make rough estimates of how much time each requirement will take.
Decide which requirements to tackle in the upcoming two-week period.
Gather more detail about the requirements, where needed, to make sure our solution is complete.

Deliverables:

User Stories & Acceptance Criteria
Sprint Backlog

Lab5 Team Members:

Project Manager, Functional Lead, Tech Lead, Developers

Build

Actions:

Tech lead works with developers to ensure the requirements are crystal clear.
Developers begin building and submit their work for testing immediately once it's finished.
QA confirms that the features meet all of the documented requirements

Deliverables:

Sprint Burn-Up Dashboard
Weekly Status Report

People Collaborating:

Project Manager, Tech Lead, Developers, QA Lead

Improve

Actions:

New features are presented in a "sprint demo" to gather feedback from the client.
Client feedback on features is captured and any new requirements are documented.
Client users optionally do hands-on testing, and any necessary integration testing is performed.

Deliverables:

Sprint Demo
Backlog Stories or (sometimes) Defects

People Collaborating:

Project Manager, Functional Lead, QA Lead

Launch

Actions:

Any minor feedback is incorporated into the release before code freeze.
Release to a staging environment is completed where further "smoke testing" can be performed.
Features are released to production.

Deliverables:

Product features in production

People Collaborating:

Project Manager, ️Functional Lead, DevOps Lead

Ready to start your project?

Get Started Now

How we helped other companies

Google for Startups Builds The Backbone of Their CRM with Lab5

Lab5 Consultants Work With Major Hotel Company To Build A Highly-Automated Inside Sales Process

Google.org Works With Lab5 To Launch A Multi-Purpose Events Space From Scratch