Salesforce can transform how organizations work. But technology alone does not fix broken processes. Many teams try to solve workflow challenges by adding automation or new configurations in Salesforce. The result is often faster chaos, frustrated users, and change initiatives that struggle to stick. This session introduces Lean Six Sigma as a practical framework for managing change and improving processes before implementing technology. Attendees will learn how to identify inefficiencies, align stakeholders around clear problems, and streamline workflows so Salesforce solutions actually support how teams work. Through practical examples, participants will see how Lean Six Sigma helps organizations implement Salesforce changes more successfully and sustain improvements over time.

Presenter: Nancy Paul, Senior Delivery Manager / Business Dev Prime | Lean Six Sigma Master Black Belt | Certified Scrum Master

Nancy Paul is a Senior Delivery Manager at PS Advisory with over 18 years of experience helping organizations improve operations and successfully implement complex technology initiatives. As a Lean Six Sigma Master Black Belt, she specializes in identifying inefficiencies, simplifying workflows, and helping teams implement sustainable improvements before introducing new technology. Nancy’s work connects process improvement, change management, and enterprise platforms like Salesforce, helping organizations ensure that technology investments deliver real business value. She is passionate about turning complex challenges into practical solutions that help teams work smarter and deliver better outcomes.