How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking
After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details
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Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure
Kelly Smith chose the Boston rival for greater flexibility, better pay and a chance to move upmarket to sell family office services to RIAs that mix with the ultra-high-net-worth elite.
February 10, 2023 at 3:39 AM
RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors
Schwab RIA chief petitions for 'patience' for coming merger inconveniences but 'repapering' is no culprit; Carrie Pomerantz gets Schwab board seat; Addepar wins $65 billion AUM contract.
November 3, 2022 at 1:59 AM
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
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Chris
Having lived through many software migrations and implementations in my time as a business analyst and project manager, I find this article very telling in that I suspect a couple of factors were in play here that were excluded from this obviously one sided article about one RIA that had trouble implementing Salesforce,
1. the implementation was being performed by someone that didn’t know Salesforce and hadn’t spent time understanding it prior to beginning the implementation,
2. the implementation was being performed by someone that didn’t know how to use Excel to massage their existing data into a format that was needed for loading by Salesforce,
3. there is likely some merit to the comment that Salesforce had about a lack of executive availability (based on my own expereince in their sales team’s dogged pursuit of my business in the past),
4. there was never an effort to redesign and improve business processes as part of implementing a new technology. Instead of looking at where improvements could be made, they took the approach of 'Let’s do it the same way we always did, but with a new CRM’.
5. there was a significant under-estimation of the time required to implement a new CRM, which is a very common mistake in CRM implementations, as users over simplify their needs and expectations.
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