Projects & Implementations

When its time for results…
Implement with Confidence

When you know what you need… When you’ve done the homework, and you’re ready to start your Journey, our flagship Project Engagement may be just what you need.

Whether performed following a Discovery engagement, or combined with Discover, our Projects are a full service guided trek to your chosen destination. Choose an experienced navigator to steer your course with BrightHelm Project engagements!

Your Mission, Our Map

When Experience Matters:

Projects We Have Delivered

  • Full Salesforce Implementations

    Sales Cloud, Service Cloud, Nonprofit Cloud, Nonprofit Success Pack, Industries Cloud, Marketing Cloud …from Zero to a robust CRM ready to meet your needs.

  • Data Migrations

    The experts at BrightHelm have migrated organizations from all kinds of legacy systems, from purpose-built fundraising products like Raiser’s Edge to loose spreadsheets, our methodology and skilled practitioners will ensure every record is ready for your users.

  • Integrations

    Need another system to work with your Salesforce instance? Want to understand when and how to integrate your stovepiped systems? Integrations aren’t created alike. We help organizations build the right integration for the needs and budget.

  • Multi-Org Consolidation

    Merge multiple Salesforce orgs into a single environment — or a single data ecosystem — for unified data, reporting, and user experience. Find your “golden record” with our Org Mapping services.

  • Business Process Automation

    Too much manual work got your team down? With an Automation-focused project, our experts will do more than just automate a few repetitive tasks — we will design an overall automation strategy to grow with you.

  • Case Management Implementation

    Configure Salesforce to better support your Clients! Whether is Nonprofit Cloud Case Management, NPSP, or just Service Cloud, find the right combination of features and build to take better care of your onstituents.

  • Experience Cloud Portals

    Launch a customer, client, or community-based portal with tailored features and security to close the gap between your constituents and your team. Support Client needs faster and more efficiently with a right-sized solution.

  • Governance & Training

    Our enablement-focused engagements delivery high-quality and personalized training and documentation to support Change Management and drive adoption. We will show you how to keep your data clean and ready for anything!

FAQs

Who is it for?

Our flagship Project is for organizations that have already performed Discovery or are interested in a two-phased Engagement which includes Discover alongside implementation. Organizations that can benefit include:

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

  • Projects that have a clear scope and a defined budget

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

How do you define your deliverables?

Many consultancies will provide estimates for the activities they will perform, without grounding them in any clear result.

Some will give you a list of features they will implement, before they even perform a single requirements workshop with your team.

At BrightHelm, we do things a little differently. We will work your Stakeholders to define your goals in plain English, complete with clear measures of success. Rather than signing on the dotted line for X hours of “Salesforce Configuration,” you’ll be signing up for results you can understand, like “Implementation of Nonprofit Cloud Case Management to support the After School Program.”

How long does a typical project take?

This depends on the scope and complexity. Smaller projects, such as simple configurations, reporting, and automation may only take a few months. Larger projects including multi-disciplined implementations with integrations and data migrations typically need several months.

During our free, up-front scoping process, we will work with you to identify the right timeline. Better still if we have performed Discovery! Then you can implement with confidence.

What Happens if the scope changes?

It’s just a fact. Scope creeps. As your team learns what Salesforce can do for you, their wish list with grow.

Together we will capture these changes, and your BrightHelm experts will help you understand both their cost and impact. Then we’ll work with you to either prioritize them into a future roadmap, or process them all together at the end of your project. No constant change orders required!

How does pricing work?

When we scope your project, we will give you an estimate for each deliverable. Together, these estimates make up a total cost. This means you can easily manage the scope of your project… and it’s cost.

We only ever charge you for the work we actually perform; if we complete a deliverable early, then you save money!