Discovery

A structured engagement that gives your organization a clear, actionable plan for Salesforce Success —
On Time. On Budget.

FAQs

Who is it for?

Discovery is designed to take the guesswork out of more complicated Salesforce projects. Organizations that can benefit include:

  • Nonprofits or Public Sector teams migrating to Nonprofit Cloud or Industries Public Sector Solutions

  • Projects involving multiple user groups, integrations, or third party services

  • Leaders who require predictable, on-time, on-budget delivery

HOW IT WORKS

A typical project can look like:

  • Kickoff – define objectives and success measures

  • Requirements – interviews, workshops, and current state review

  • Mapping & Proof of Concept– validate needs against Salesforce and industry products

  • Roadmap Build – timelines, dependencies, risks, budget estimates

  • Playback & Refinement– align with stakeholders and finalize deliverables

What do we get?

At the end of Discovery, you will receive a blueprint that serves as the foundation for your successful Salesforce journey.

Our documentation includes:

  • Technical requirements & User Stories, documented and prioritized

  • Systems map & architecture recommendations

  • Budget and Timeline estimates

  • Specifications for development of code, integrations, or advanced configuration

  • An Actionable Roadmap, ready for execution by BrightHelm — or your own team

What’ is the Timeline & Investment?

A typical engagement is 6-12 weeks, customized to the scope your organization’s needs. Pricing is determined at scoping for transparent, no surprises estimates.