How Campfire Helped Me Transform Services Delivery

Camfire Case Study

How Campfire Helped Me Transform Services Delivery

BY Kristin Hubbard, Salesforce MVP 2023-2024

Bringing clarity, confidence, and consistency to complex Salesforce implementations

As a Services Delivery Leader and Salesforce MVP (2023-2024), I’ve spent years navigating the challenges of large-scale implementations. If there’s one thing I’ve learned, it’s this: the tools you use to manage your projects matter a lot.

Before Campfire, even with the most skilled teams, we were running into the same headaches over and over again. Requirements tracked in spreadsheets. Siloed communication. Fuzzy scope boundaries. And constant rework due to missed or misunderstood expectations.

Campfire changed that for us.

The Reality Before Campfire

Our implementation projects are often long, complex, and deeply collaborative, spanning several months (sometimes multi-year engagements) with many people touching various parts of the process. Before Campfire, we were relying on a patchwork of Excel sheets and SharePoint to manage requirements. It worked, until it didn’t.

We couldn’t trace requirements easily. Changes got lost. Clients and internal teams were often unsure about what was actually in scope or where things stood. When team members changed, whether on our side or the client’s, it often led to confusion, rework, and delays because there was no clear system of record. Knowledge transfer was manual and time consuming making it harder for new team members to get ramped up, adding more overhead for the entire team. That made sign-off conversations harder than they needed to be, and maintaining trust with clients required a lot of manual effort.

Why Campfire Made Sense

What initially drew us to Campfire was that it’s built on Salesforce, the same platform we’re implementing for our clients. That alone was a major win. Our clients are already familiar with the environment, so onboarding them into the tool is fast and intuitive. We didn’t need to teach them yet another system.

But the real value of Campfire goes much deeper, it’s tailor-made for the exact kind of work we do every day. From requirement gathering and solution design to testing, deployment, and go-live, Campfire supports the entire delivery lifecycle, all in one place.

My Favorite Benefits as a Delivery Leader

End-to-End Traceability

Campfire links requirements directly to the technical components being built. As a delivery lead, I can see exactly which requirement maps to which build element, how it's being tested, and where it stands in the lifecycle. That level of visibility is something I’ve never had with any other tool.

Formal Client Sign-Offs

Getting formal sign-off from clients is one of the most overlooked (and under-leveraged) phases of a project. With Campfire, it’s built right into the process. That alone has increased accuracy and reduced misalignment dramatically.

Real-Time Collaboration

Everyone involved, from PMs, developers, testers to even clients. They can see the same data, add context, ask questions, and provide feedback in one centralized place. No more hunting through emails or outdated files.

Lucidchart Integration

We can even embed process maps directly into Campfire via Lucidchart. That’s been a powerful way to connect functional workflows with technical requirements.

How It’s Impacted Our Delivery

Since adopting Campfire, I’ve noticed measurable improvements in quality, accuracy, and collaboration:

  • Fewer bugs. Teams downstream in QA and testing can see the original context and discussion around every requirement.
  • Stronger scope control. We can easily flag and segment enhancement requests, keeping the core project delivery on track.
  • Significant time savings. We no longer need to conduct repetitive handoff meetings or knowledge transfer sessions since everything is documented and accessible.
  • Improved client confidence. Clients can log in and see real-time status updates without needing to ask or email us.

One of my colleagues put it best: Campfire gives us a clear path from idea to implementation, without the noise.

A Tool That Works the Way We Do

I’ve used a lot of project management tools over the years, and many try to be everything to everyone. Campfire doesn’t. It’s laser-focused on Salesforce implementations, and that focus makes all the difference.

It gives me what I need to deliver high-quality projects with confidence, and it gives my team the tools they need to collaborate effectively and stay aligned from day one.

Final Thoughts

If you're a services leader, an IT director, or anyone managing complex Salesforce implementations, I can confidently say: Campfire will make your life easier.

It’s not just about moving faster. It’s about moving smarter, with full visibility, better collaboration, and fewer surprises along the way.

Want to know how we’re using Campfire to streamline delivery across our portfolio? I’m always happy to connect and share more.

Learn more

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