Real Scenarios. Before & After.
Six everyday situations that every team deals with — and how Delivery Hub makes each one easier.
1. Client submits a change request
Your client emails you asking for a new report. You forward it to the team. Someone adds it to a spreadsheet. A week later, the client asks for an update and nobody remembers where the thread is.
- Client sends an email describing what they want
- You forward it to the dev team in a separate thread
- Scope is discussed verbally in a meeting nobody records
- Client has no visibility until the next status call
- Client submits a Work Request directly in Delivery Hub
- The team reviews, estimates, and moves it to the board
- Client sees real-time status: approved, building, testing, done
- Comments and files stay attached to the work item — nothing lost
2. Small fix that shouldn’t need a meeting
A field label is wrong. Everyone agrees it’s a 5-minute fix. But it still needs to go through the full approval process, sit in a queue, and wait for the next sprint.
- Submitted as a ticket like everything else
- Waits for a committee to approve it
- Sits in the backlog for 1–2 sprints
- Three meetings before anyone touches the code
- Marked as Fast Track — skips the approval queue
- Developer picks it up the same day
- Fixed, tested, and deployed in days instead of weeks
- Full audit trail without the bureaucracy
3. Working with an outside vendor
You hire a consulting firm to build a feature. Now you’re maintaining two project trackers, copying tasks into spreadsheets, and manually syncing updates between systems.
- Export tasks to a spreadsheet and email it to the vendor
- Vendor tracks work in their own tool (Jira, Asana, etc.)
- You manually re-enter their updates into your system
- Nobody has a single source of truth
- Cross-org sync sends work items to the vendor’s Salesforce org
- Vendor sees tasks, logs time, and posts updates in their own org
- Changes flow back to your org automatically in real time
- One system of record. Zero double-entry.
4. Manager wants status of everything
Your VP asks: “How many items are in progress? What’s behind schedule? How much have we spent?” You open four spreadsheets and start copy-pasting into a slide deck.
- Open multiple spreadsheets and project trackers
- Copy-paste numbers into a PowerPoint or Google Slide
- Data is already stale by the time the meeting happens
- Follow-up questions require another round of research
- Open System Pulse — a live dashboard inside Salesforce
- See items by status, team member, client, and priority
- ETA engine shows projected delivery dates automatically
- Drill into any work item for full details instantly
5. Developer logs time and notes
Your developer spends 3 hours debugging an issue. They forget to log it. At the end of the week, they guess how long things took and round to the nearest hour.
- Developer tries to remember what they worked on
- Time is logged in a separate tool (or not at all)
- Notes live in Slack messages, text files, or nowhere
- Invoices are based on rough estimates
- Ghost Recorder captures time automatically in the background
- Developer adds notes directly on the work item
- Time, comments, and files all roll up to the parent record
- Accurate time data for invoicing and capacity planning
6. AI scopes the work
Someone says “We need a customer portal.” Before anyone can build it, someone has to write up what that means, break it into tasks, and estimate each one. That process alone takes a week.
- Business analyst writes a requirements doc (3–5 days)
- Dev lead reviews and creates subtasks manually
- Estimates are gut-feel numbers debated in a meeting
- Scope creep starts before the first line of code
- Type a one-line description: “Build customer portal”
- AI generates a detailed description and acceptance criteria
- AI estimates hours based on complexity and historical data
- Team reviews, adjusts, and starts building immediately
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