Discovery
A structured engagement that gives your organization a clear, actionable plan for Salesforce Success —
On time. On budget.
Products are diverse. Pricing is opaque. Requirements quickly become complex. Without a clear plan, you risk project overruns in cost, scope, and timeline.
What started as a fun ride when you first purchased Salesforce can get to feel like a real slog.
What if there was a better way?
Discovery Projects are an up-front investment in your long-term success. By taking the time to understand your needs, we provide clarity, protect budget, and set your users up for success.
“I love changing things in Salesforce and waiting for the screams.”
— Said no Admin… ever.
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Clarity Before Investment
Discovery gives you a clear roadmap, budget, and timeline so you know exactly what you’re getting into before committing to a larger project.
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Right-Sized Solution
Salesforce has endless options. Discovery ensures you get the right products and configuration for your needs — with no wasted spend, no unused features or licenses.
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Team Buy-In
Even the best configuration can lose the battle for hearts and minds. Workshops engage your staff early so the final system is built with them in mind, driving adoption.
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Flexibility
You’ll walk away with a plan that you can use to implement faster with us, phase in gradually, or even tackle internally if you choose. Your team steers the ship!
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 you 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 & 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.