How Do We Scope a Salesforce Project at DSG (And Why It Actually Works)?

At Dynamic Specialties Group, we like to keep things simple, practical, and user-focused. So when someone asks, “How do you scope a Salesforce implementation?”—our answer isn’t a long, jargon-filled list of steps. Instead, it's a practical and straightforward strategy that you can trust to deliver results.

We focus on building something that genuinely works for your team. No fluff. No unnecessary complexity. Just thoughtful discovery, lean design, and an approach that evolves with you.

Here’s what that looks like in real life.

Step 1: Start with Discovery—But the Real Kind

We don’t just show up and ask for a list of “requirements.” We dig deeper. We’ll spend time with your users, shadow how they work, and ask questions like:

• “What’s frustrating about your current system?”
• “Where do things break down?”
• “What would ‘better’ look like?

This initial approach gives us a real-world view of how your teams operate so we can design Salesforce around them, not the other way around. And yes, we absolutely ask “why” more than we ask “what.” It’s how we uncover what matters to your team and your business.

Step 2: Define the MVP (Minimum Viable Product)

We’re big fans of starting small and building smart. That means defining an MVP (Minimum Viable Product): the must-have features that solve your team’s biggest problems first.

Maybe that’s a streamlined lead-to-opportunity flow. Or better reporting for your sales managers. Or automating onboarding tasks with Flows.

Whatever it is, we work with you to:

• Break the work into small, manageable sprints
• Prioritize based on user impact
• Deliver early, test often, and improve with honest feedback

No big-bang launches. No “we’ll see you in six months” handoffs: just steady progress, sprint by sprint.

Step 3: Add Just Enough Governance

Let’s talk about project structure, but keep it human. We use light-but-effective project management to figure out what decisions we need to make as an integrated team:

• Sprint planning and weekly check-ins
• Task tracking (we like Asana, but we’ll work with your tool of choice)
• Roles and responsibilities that are clear

It’s all about making sure the right people are in the loop so that nothing falls through the cracks. 

Step 4: Talk to People (A Lot)

One of the biggest reasons projects fail? People stop talking. That’s not how we roll.

We share updates regularly—in plain English. We hold weekly demos so you can see what’s working (and what’s not). We write up short-and-sweet release notes to keep everyone in the loop. And we always ask for feedback. Always.

If you’ve ever had a project go live and thought, “Wait, this isn’t what we asked for…” this step alone will change the game.

Step 5: Build Lean (and Don’t Overdo It)

We have a saying around here:

We don’t build crap you don’t need.

That means we:

• Use Flow Builder before jumping into code
• Stick with Salesforce-native tools when we can
• Focus on features your team will actually use, NOW
• Save the “nice-to-haves” for later phases, if they still make sense

It’s not about being cheap. Instead, it’s about being smart. Because what you launch needs to be easy to adopt, simple to maintain, and ready to grow with you.

Step 6: Keep It Going with Ongoing Support

We're committed to providing ongoing support because we know your business doesn’t stop after go-live—and neither do we. It's not just about a one-and-done project; it's about a long-term relationship that helps you evolve and grow.

We offer monthly managed services that keep your Salesforce org running smoothly. That includes:

• Regular backlog grooming and sprint planning
• Support for new feature rollouts
• Deployment management using DevOps tools like Copado Essentials + or Salesforce DevOps Center
• Weekly meetings to make certain we stay continuously aligned with your goals

Think of it as a long-term relationship, not a one-and-done project.

Here are the Key Takeaways

Bottom Line: We Scope Projects Like We’d Scope Them for Ourselves

We don’t sell unnecessary features. We don’t disappear for weeks at a time. And we definitely don’t throw you into a shiny new Salesforce org without a solid plan to support it.

Instead, we work with you—like a true partner—to build something lean, practical, and totally aligned with your business.

Ready to Scope Your Salesforce Project the Right Way?

Give us a shout and we’ll walk through your goals, learn what your users need, and what a lean, smart implementation could look like for your business. Whether you’re starting fresh or cleaning up an existing org, we’ll help you get it done. 

Let’s have a real conversation. No buzzwords. No pressure. Just clarity.

Contact us today to schedule a discovery call.