Implementation Recovery Checklist

Check any warning signs that apply to your Salesforce implementation.

Project Status

Step 1 of 4

Check any project health issues:

Project is significantly over budget

Costs have exceeded initial estimates by 50% or more with no clear end in sight

Timeline has slipped multiple times

Go-live dates keep getting pushed back with new issues constantly emerging

Project has stalled completely

Work has stopped or slowed to a crawl with no clear path forward

Vendor/Partner Concerns

Step 2 of 4

Check any partner relationship issues:

Lost confidence in current implementation partner

Deliverables don't meet expectations or communication has broken down

High consultant turnover on the project

Different people keep rotating in without proper knowledge transfer

Scope keeps expanding without resolution

Requirements grow but nothing seems to get completed or delivered

Technical Problems

Step 3 of 4

Check any technical issues:

Frequent errors and bugs in production

Users regularly encounter issues that disrupt their work

Data quality issues are widespread

Duplicates, missing data, inconsistent formats make the system unreliable

System doesn't match actual business processes

Users have to work around the system rather than with it

User Adoption

Step 4 of 4

Check any adoption concerns:

Users actively resist using the system

People find ways to avoid Salesforce or use shadow systems instead

Leadership has lost confidence in the project

Executives are questioning the investment or considering alternatives

Training was inadequate or non-existent

Users don't know how to use the system effectively

0
warning signs identified

By Category

Project Status 0/3
Vendor/Partner 0/3
Technical Problems 0/3
User Adoption 0/3
Select any warning signs that apply to your situation.