Our advice and guidance here are based on many years of working with Agency Cloud with all our customers - which have seen many highs and also lows - we would like to offer the benefit of our experience to help you successfully take on the configuration of your own Agency Cloud environment. - Always determine what outcome/challenge you are trying to address before considering any change; avoid the desire to scour options to 'find something new'
- We would always recommend that you start by looking to align configuration, on paper, to your business processes, policies and service levels before mapping to Agency Cloud Configuration
- Nominate one person who will have responsibility for applying changes; ensure changes are managed formally and controlled (this also help our Support teams)
- Consider the impact on your customers and - more importantly - your staff; how will the change be communicated and trained out - the adoption of change comes from understanding why and the value to be derived
- Avoid the temptation to create a myriad of configuration options - complexity serves to confuse, rather than clarify and focus staffWe would always recommend that you start by looking to align configuration, on paper, to your business processes, policies and service levels
- Avoid reactive/unconsidered changes to configuration; change in haste repent at leisure as they say
- If in doubt seek assistance - talk to Support or your Customer Success Manager and they will advise you
ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFFÂ !!
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