Launch Requirements Checklist
Erick Sixto
Overview
The Launch Requirements Checklist is an innovative tool designed specifically for Included Health, utilizing the Cloud Coach add-on within Salesforce to enhance its functionality.
This project was initiated with the objective of streamlining the launch process for Included Health's products by ensuring all necessary validations and reviews are completed efficiently.
By customizing Cloud Coach's UI and framework, the tool provides a comprehensive checklist that helps prevent launch escalation defects, ensuring a smoother transition for customers beginning to use Included Health's services.
he essence of this tool is to mitigate risks and enhance the quality of product launches, ultimately leading to higher customer satisfaction and trust in Included Health's offerings.
Checklist - Cloud Coach
Key Features
Automatic Assignment: Tasks and reviews are automatically assigned to the appropriate team members, ensuring no critical step is overlooked.
Automatic Completion: The system recognizes and marks tasks as completed once all predefined criteria are met, streamlining the process.
Automatic Due Date Calculation: Due dates for each task are automatically calculated based on the client's launch timeline, ensuring timely completion.
Preventive Score: A unique feature that evaluates the priority of each checklist item and calculates the probability of launch defects. This score helps prioritize efforts to address the most critical issues first.
Conclusion
This project demonstrates a significant advancement in managing and executing product launches for Included Health, with the custom features of the Launch Requirements Checklist playing a pivotal role in reducing launch defects and setting a new standard for operational excellence.
"Thanks to the tailored customizations of the Launch Requirements Checklist, we've seen a dramatic reduction in launch defects by 67% for the busy season of 2023. This tool has not only improved our efficiency but has significantly enhanced the reliability of our product launches, reaffirming our commitment to quality and customer satisfaction." - Derek Lam, Project Manager - Included Health
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Posted Mar 4, 2024
Innovative Launch Requirements Checklist for Included Health, reducing launch defects by 67% in 2023. Leverages Cloud Coach managed package.
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Clients
Doctor On Demand
Grand Rounds Health
Included Health (acquired by Grand Rounds Health and Doctor On Demand)
Licenses & Permits - Salesforce Digital Experience
Salesforce Consultation Services
Salesforce Reports & Dashboards
Digital Experience Configuration
