Is full customization necessary for success?
A few weeks ago, we looked at the key takeaways for AI from the Tableau 2022 Data Trends report. The paper covered not only statistics and trends, but also insights from industry leaders. One of the main points emphasized was the need to scale AI pilots to widespread adoption to make the most of the available opportunities.
In fact the study noted that companies that scale strategically report nearly three times the return from AI investments compared to firms that use siloed approaches.
We might be in a “golden age of data and technology” (as Tableau puts it) but, as always, C-level execs are struggling with how to allocate resources optimally. Which tasks are top priorities for automation? Semi-automation? Even though cloud computing has made AI “more affordable and more accessible,” how do organizations implement a post-launch plan for scaling AI initiatives to remain competitive? Does “scaling strategically” always mean customization?
For some organizations, especially large companies with a unique structure or portfolio of offerings, optimizing offerings such as Salesforce Service Cloud or Sales Cloud might require a completely customized solution. But for most firms, it’s not a binary decision between a simple turnkey solution and a fully customized one. “Scaling strategically” doesn’t always require a tailor-made approach to every stage when choices include service packages and intelligent templates that can deliver many of the same benefits more quickly and cost-effectively. Here are some of the crucial questions you should ask yourself when reviewing your options:
- How soon can you realize ROI from your data tools under each plan? Can you see results while you scale?
- What is the projected timeline for the completion of the project? Besides the price listed on the invoices, what is the opportunity cost of a lengthy customization and implementation process?
- Does our strategic plan really require a full customization of Salesforce offerings, or are there templates, packages, and other options that make more sense, especially regarding both the human and financial resources available?