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Salesforce Lightning Migration (888 views)

Denver, CO
March 11, 2020

*** Direct Client Requirement ****
Title:  Salesforce Lightning Migration 
Location: Denver, CO
Duration:  3 Months
Rate: DOE
Interview Type: Skype or Phone
Work Status:  Successful applicants must be legally authorized to work in the U.S.
Job Type: C2C,C2H ,W2,
Experience: 5 YEARS

The State of Colorado Governor’s Office of Information Technology (“OIT”) has an initiative to migrate from Salesforce Classic to Lightning. The State is considering a phased approach for the migration. Under the initial phase, OIT has proposed six (6) Orgs to be considered for a pilot migration effort. Each Org will have at-least one application and may have one or many managed packages installed.
As part of this initiative OIT, has generated Lightning migration readiness reports for each Org.  You will find the Lightning readiness report below in the Appendix. The work under this Statement of Work (“SOW”) is expected to be completed by June 2020. 
Successfully migrate the identified Orgs as part of the initial phase. The vendor will follow the Salesforce best practices and procedures for Lightning migrations and provide detailed documentation related to user training, support and contingency plans. Vendor is required to follow OIT’s release management processes for all Lightning migration releases and provide cross-training and knowledge transfer to OIT personnel. Of equal importance are the deliverables which will assist OIT in planning for the remainder of the migration to Lightning.

Approach and Scope
A Steering Committee composed of Agency and OIT staff will assist in final selection of the Pilot apps, assist in defining and maintaining scope and review status, recommendations and approve final report.
Migrate Salesforce Classic Apps to Lightning for each Org identified in the initial phase.  Test the changes in a Sandbox environment with a Pilot group by rolling them out to selected profiles prior to migrating to the production environment in the final roll-out.  
While migrating Salesforce Classic to Lightning, the vendor should take the opportunity to look into new Lightning features to simplify and optimize the org and propose their recommendations to the OIT Salesforce team for review and approval. Once approved, the vendor can proceed to implement new features as part of the Lightning migration.
For example:

  • Eliminating page layouts by combining them using dynamic Lightning pages
  • Managed packages that were installed but rarely used should be documented to a recommended list for deletion and provides workarounds for those managed packages that are not yet Lightning ready

Perform all the Lightning migration testing in the Salesforce test sandboxes.  Upon successful completion of testing, deploy all the changes to the UAT environment for user acceptance testing by the business team. Upon successful acceptance from the business team, the vendor should deploy all the changes to the production environment and provide end user training and post deployment support.
Vendor will  provide a detailed Salesforce roll-out Lightning migration plan for the remaining Orgs/Applications.  Vendor will conduct a pilot retrospective providing an assessment on the accuracy of the readiness report, a list of issues encountered and how they may impact the remainder of the project, a list of the standard lightning functionality and how it may be utilized.
Vendor will provide project timelines, milestones, key reports and dashboards and should clearly provide assumptions, expectations and out-of-scope or project exclusions.  
Anticipated Staffing
All work will be performed onsite at a State location.
Vendor: Propose a team including, but not limited to, a Scrum Master / Project Manager, a combination of  Sr. and/or Jr. Developers / Administrators. Our expectations are that the proposed team will have:

  • existing experience migrating applications from Salesforce Classic to Lightning, and
  • existing experience as a team, preferably with State experience.

OIT: Will assign 1-2 shadow resources to the project.  The expectation is that the vendor will allow the OIT resources to be part of the Lightning migration team to help the OIT team gain the knowledge to support future Lightning enhancements and issues.

  • Pilot Orgs
    • Agreed upon Project Plan for Pilot effort, including a detailed Salesforce roll-out Lightning migration plan and a proposed sprint schedule 
    • Bi-weekly Status Reports
    • Thoroughly tested migrated applications
  • Plan for remaining Orgs not included in the Pilot effort
    • Project Plan for remainder of effort
    • List of retrospective findings and suggestions for completing the effort
    • Staffing plan and proposed schedule to complete effort

Proposals and Pricing
In your proposal please provide:

  1. A staffing plan including proposed staffing by skill set and rates by individual;
  2. A proposed project plan identifying your approach to the completing pilot project.

Proposal and delivered solution must be designed and delivered in accordance with the OIT standards for Salesforce platforms.  Solution proposal has to account for knowledge transfer to OIT personnel.
Salesforce Lightning Migration Readiness Report Statistics, Lightning Pilot Candidates Orgs/Apps



Level of Effort from Lightning Readiness Report (Hrs)

Org 1



Org 2



Org 3



Org 4



Org 5



Org 6



Estimated Duration
03/30/2020 – 06/30/2020





Apply here or Please send to resumes@sohanit.com

Position Keywords: Lightning , Salesforce , but , user training , OIT , Vendor , UAT , Orgs , Once approved , a Scrum Master / Project Manager

Pay Rate: DOE

Job Duration: 3 Months

% Travel Required: None

Job Posted by: Consulting Services

Job ID: FR # 0000077556

Work Authorization: Successful applicants must be legally authorized to work in the U.S

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