sf-agent-framework

# Conversion Analysis Template ## Analysis Overview - **Project Name:** [Classic to Lightning Conversion] - **Analysis Date:** [YYYY-MM-DD] - **Analyst:** [Name] - **Stakeholders:** [List of stakeholders] - **Target Completion:** [Date] ## Executive Summary ### Conversion Scope - **Total Components:** [Number] - **Complexity Score:** [High/Medium/Low] - **Estimated Effort:** [Person-days] - **Risk Level:** [High/Medium/Low] ### Key Findings 1. [Finding 1] 2. [Finding 2] 3. [Finding 3] ## Current State Analysis ### Component Inventory | Component Type | Count | Lightning Ready | Requires Work | Not Supported | | -------------------- | ----- | --------------- | ------------- | ------------- | | Visualforce Pages | [#] | [#] | [#] | [#] | | Apex Classes | [#] | [#] | [#] | [#] | | JavaScript Buttons | [#] | [#] | [#] | [#] | | Home Page Components | [#] | [#] | [#] | [#] | | Reports | [#] | [#] | [#] | [#] | | Dashboards | [#] | [#] | [#] | [#] | | Email Templates | [#] | [#] | [#] | [#] | | Workflows | [#] | [#] | [#] | [#] | ### Visualforce Analysis | Page Name | Usage | Complexity | Conversion Strategy | Effort | | --------- | ------------ | ---------- | --------------------- | ------ | | [Page] | [Where used] | [H/M/L] | [Rebuild/Modify/Keep] | [Days] | ### JavaScript Button Analysis | Button Name | Object | Function | Replacement | Effort | | ----------- | -------- | -------------- | ------------------- | ------- | | [Button] | [Object] | [What it does] | [Quick Action/Flow] | [Hours] | ### Process Automation Analysis | Current Type | Name | Complexity | Target Type | Notes | | --------------- | ------ | ---------- | ----------- | ------- | | Workflow | [Name] | [H/M/L] | Flow | [Notes] | | Process Builder | [Name] | [H/M/L] | Flow | [Notes] | ## User Impact Assessment ### User Groups Analysis | User Group | Count | Current Experience | Training Needs | Change Impact | | ---------- | ----- | ------------------ | -------------- | ------------- | | [Group] | [#] | [Classic/Hybrid] | [H/M/L] | [H/M/L] | ### Feature Usage Analysis | Feature | Daily Users | Frequency | Lightning Alternative | Gap | | --------- | ----------- | ---------- | --------------------- | ----- | | [Feature] | [#] | [Uses/day] | [Alternative] | [Y/N] | ### Page Performance Comparison | Page/Function | Classic Load Time | Lightning Load Time | Improvement | | ------------- | ----------------- | ------------------- | ----------- | | [Page] | [Seconds] | [Seconds] | [%] | ## Technical Assessment ### API Version Compatibility | Component | Current Version | Required Version | Update Needed | | ----------- | --------------- | ---------------- | ------------- | | [Component] | [Version] | [Version] | [Y/N] | ### Third-Party Dependencies | Library/Tool | Version | Lightning Compatible | Alternative | Action | | ------------ | --------- | -------------------- | ------------- | -------------- | | [Library] | [Version] | [Y/N] | [Alternative] | [Replace/Keep] | ### Integration Impact | Integration | Type | Impact | Changes Required | Risk | | ----------- | ----------- | ------------------ | ---------------- | ------- | | [System] | [REST/SOAP] | [None/Minor/Major] | [Changes] | [H/M/L] | ## Gap Analysis ### Feature Gaps | Classic Feature | Lightning Status | Workaround | Development Needed | | --------------- | ---------------- | ------------ | ------------------ | | [Feature] | [Not available] | [Workaround] | [What to build] | ### Functionality Gaps | Function | Classic Implementation | Lightning Alternative | Effort to Bridge | | ---------- | ---------------------- | --------------------- | ---------------- | | [Function] | [How it works] | [New approach] | [Days] | ### UI/UX Gaps | Element | Classic | Lightning | User Impact | Resolution | | --------- | ---------- | ---------- | ----------- | ---------- | | [Element] | [Behavior] | [Behavior] | [Impact] | [Solution] | ## Conversion Strategy ### Phased Approach #### Phase 1: Foundation (Weeks 1-4) - [ ] Enable Lightning Experience - [ ] Create Lightning record pages - [ ] Configure Lightning apps - [ ] Set up page layouts #### Phase 2: Core Components (Weeks 5-8) - [ ] Convert critical Visualforce pages - [ ] Replace JavaScript buttons - [ ] Migrate email templates - [ ] Update reports and dashboards #### Phase 3: Process Automation (Weeks 9-12) - [ ] Convert workflows to flows - [ ] Optimize Process Builder - [ ] Test automation thoroughly - [ ] Performance tune #### Phase 4: Polish & Training (Weeks 13-16) - [ ] UI/UX refinements - [ ] User training - [ ] Documentation - [ ] Go-live preparation ### Conversion Priorities | Priority | Component | Business Justification | Dependencies | | -------- | ----------- | ---------------------- | -------------- | | P1 | [Component] | [Why critical] | [Dependencies] | | P2 | [Component] | [Why important] | [Dependencies] | | P3 | [Component] | [Why needed] | [Dependencies] | ## Risk Assessment ### Technical Risks | Risk | Probability | Impact | Mitigation Strategy | | ------ | ----------- | ------- | ------------------- | | [Risk] | [H/M/L] | [H/M/L] | [Strategy] | ### Business Risks | Risk | Probability | Impact | Mitigation Strategy | | ------ | ----------- | ------- | ------------------- | | [Risk] | [H/M/L] | [H/M/L] | [Strategy] | ### User Adoption Risks | Risk | Probability | Impact | Mitigation Strategy | | ------ | ----------- | ------- | ------------------- | | [Risk] | [H/M/L] | [H/M/L] | [Strategy] | ## Resource Requirements ### Team Structure | Role | FTE | Duration | Skills Required | | ------------------- | --- | -------- | --------------- | | Project Manager | [#] | [Weeks] | [Skills] | | Lightning Developer | [#] | [Weeks] | [Skills] | | Admin | [#] | [Weeks] | [Skills] | | QA Tester | [#] | [Weeks] | [Skills] | ### Budget Estimate | Category | Amount | Notes | | -------------- | ------------ | ------------- | | Development | $[Amount] | [Details] | | Training | $[Amount] | [Details] | | Tools/Licenses | $[Amount] | [Details] | | Contingency | $[Amount] | [20% typical] | | **Total** | **$[Total]** | | ## Success Metrics ### Performance Metrics | Metric | Current (Classic) | Target (Lightning) | How Measured | | --------------- | ----------------- | ------------------ | ------------ | | Page Load Time | [Seconds] | [Seconds] | [Tool] | | User Clicks | [#] | [#] | [Analytics] | | Task Completion | [Minutes] | [Minutes] | [Study] | ### Business Metrics | Metric | Baseline | Target | Timeline | | ----------------- | --------- | ------- | -------- | | User Productivity | [Current] | [+X%] | [Months] | | User Satisfaction | [Score] | [Score] | [Months] | | Support Tickets | [#/month] | [-X%] | [Months] | ### Adoption Metrics | Metric | Target | Measurement Method | | ------------------- | ------ | ------------------ | | Lightning Usage | [%] | [Login analytics] | | Feature Adoption | [%] | [Usage tracking] | | Training Completion | [%] | [LMS tracking] | ## Recommendations ### Quick Wins 1. [Quick win 1 - Low effort, high impact] 2. [Quick win 2 - Low effort, high impact] 3. [Quick win 3 - Low effort, high impact] ### Critical Success Factors 1. [Factor 1] 2. [Factor 2] 3. [Factor 3] ### Next Steps 1. [Step 1 - Who, What, When] 2. [Step 2 - Who, What, When] 3. [Step 3 - Who, What, When] ## Appendices ### Appendix A: Detailed Component List [Complete inventory with details] ### Appendix B: User Survey Results [If conducted] ### Appendix C: Technical Dependencies [Detailed technical analysis] ### Appendix D: Training Plan [Detailed training approach] ## Sign-off ### Analysis Approval - **Technical Lead:** [Name] - Date: [Date] - **Business Owner:** [Name] - Date: [Date] - **Project Sponsor:** [Name] - Date: [Date]