Strategic Advising with Path to Success

See how Redpath can use data-driven decisions to align
the right Salesforce technology with your vision

As your organization evolves, so must your processes and technology. But how?

Redpath’s Path to Success helps institutions achieve their vision by leveraging Salesforce technology. Whether you are new to Salesforce or are digitally mature but want to improve the way you think about and use Salesforce, the Path to Success process may be for you.

By taking a people-and-process-first approach, Redpath will work with your organization to:

Let’s dig in more

By collaborating closely, we’ll guide your organization through a meticulous, comprehensive, and transparent journey to embrace a clear vision and strategy, leveraging Salesforce to empower your workforce.

Drawing from years of experience in implementing Path to Success initiatives for various clients, we’ve honed strategic advisory solutions that tap into industry insights. Our methodology is designed to prioritize understanding your present circumstances while keeping sight of your future objectives, all the while tailoring customizations that directly contribute to your organizational success.

Is your organization considering a partner to help achieve your vision? Explore the features of our Path to Success below:

Kick-off Meeting

The kick-off meeting sets the stage for our journey, bringing together key stakeholders, team members, and decision-makers to align on goals, expectations, and strategies.

Vision and Success Metrics

Setting the vision, or desired outcome, of a project helps provide a clear direction and guiding principles for all involved. Establishing success metrics allows us to measure progress and achievement against the stated vision. Together, vision and success metrics drive clarity, focus, and accountability throughout the journey.

Discovery Sessions

Through open dialogue, brainstorming, and information gathering, discovery sessions facilitate a deeper understanding of project scope, goals, and constraints, laying a solid foundation for informed decision-making and effective planning.

Current State Summary

Taking historical processes and experiences into consideration, we will provide an overview of the existing conditions, circumstances, and characteristics your processes and systems. We will outline the present state of affairs, including strengths, weaknesses, challenges, opportunities, and key metrics. This summary serves as a baseline for understanding the starting point before any changes, improvements, or interventions are made.

Future Phase Timeline and Estimate

These provide a roadmap for the team, indicating when specific features or requirements are expected to be completed and an informed projection of the time, resources, and costs required to complete upcoming stages or iterations of a project. Together, they create a planning tool, helping to coordinate efforts, manage resources, and track progress toward the project’s ultimate goals.

Solution Vision Document

The solution vision document encapsulates the overarching vision, goals, and objectives of your proposed solution. It typically includes key features, functionality, and user requirements, as well as high-level strategies for implementation and deployment.

Client Alignment Meetings

Client alignment meetings facilitate alignment on project objectives, promote accountability, and minimize misunderstandings, ensuring that the final deliverables meet or exceed your expectations.

Recommendation Presentation Deck and Meeting

Our final recommendation presentation is the showcase of insights, strategies, and next steps tailored to propel your vision forward. Together, we’ll review key findings and insights, explore strategic recommendations, and provide you with everything you need for the path ahead.

Need more details before deciding?

Our team is at the ready with more information about how the Path to Success can drive your organization’s goals.

See how businesses like yours have leveraged the Path to Success

World Savvy

Set the stage for a new era of their Salesforce tool

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Treehouse

Implemented Salesforce NPSP that provides single source of truth for fundraising activities

Nationally Recognized, Trusted Salesforce Partner