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Our dedicated portal & communities practice has 11+ years of developing adoption roadmaps and working with our clients to implement successful governance procedures. Whether your audience is customers, partners, or internal employees, Perficient’s proven industry leadership translates to high levels of adoption and engagement for communities we build.
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Salesforce CommunitiesPortal Conversion Solution
What Makes a Successful Community?
Community Management & Engagement
Platform & Business Processes
User Experience Design
Perficient XD
An agency within Perficient that specializes in experience design—tackling our customers' website, digital campaign, usability, content, mobile and social media challenges. We fuse big ideas with creative, engaging experiences founded in consumer research.
We make solutions relevant, easy to use, and profitable.
“The best part is, because we are Perficient, we bring those solutions to life.”
Experience Design Agency
Perficient’s Portal Practice
Center of
Excellence
Communications
Community
Champions
Community
Governance
Procedures
Our dedicated portal & communities practice has 11+ years of developing
adoption roadmaps and working with our clients to implement successful
governance procedures.
Whether your audience is customers, partners, or internal employees,
Perficient’s proven industry leadership translates to high levels of adoption and engagement for communities we build.
Community Management
Perficient’s Salesforce Practice
Perficient has deep SFDC platform, portal, and business process experience.
• 8 years of building customer and partner experiences with Salesforce
• Over 800 Salesforce implementations
• Global PRM roll-outs with deal registration and MDF to high volume B2C & B2B customer service portals
• Experience across customer portal, partner portal, authenticated sites, third-party community integrations
Salesforce Platform &Process Consulting
Select Salesforce Clients
Salesforce Communities Solutions
Three ways to engage:
• Salesforce portal conversion• New community launch• Third-party community migration/integration
Salesforce Portal Conversion Approach
Perficient’s solution is based on years of working with Salesforce portals and designing experiences for customers, partners, and other external audiences.
Engage and ensure adoption
Migrate, test and deploy
Connect your internal processes
Build a better user experience
Analyze and understand your audience
An implementation with Perficient does not end at go-live, we define key use cases and behaviors to be encouraged, as well as provide detailed adoption reporting to measure success.
Partners? Customers? Vendors? A blend of all three? Each group has unique needs and new ways to interact in a community environment.
The CMS capabilities of Site.com and a refreshed look and feel allow for new levels of flexible UI design for your community. This can include User Testing, Branding, etc. from our dedicated Experience design team
More robust sharing controls and access to Chatter means your community users can be better connected to each other and the data that matters to them.
Our portal and communities experience means no surprises for our clients in the key final phases of the implementation.
Salesforce Portal Conversion:Fixed Effort Analysis
• Goals of the analysis phase• Understand your existing landscape• Identify opportunities to use new Communities functionality• Estimate the full conversion level of effort with accuracy and confidence
• Three fixed sizes based on existing portal complexity• # of partner/customer users• # of portals to be consolidated• # of business areas/processes (deal registration, MDF, Knowledge,
Chatter Answers, etc.)
• Final deliverables of this phase include discovery findings, a migration checklist, and a level of effort estimate for completion of the full portal conversion effort
Our fixed effort analysis is a simple and risk-free way to get started with your portal conversion process.
Salesforce Portal Conversion:Project Phases & Deliverables
ANALYSIS• Fixed effort review of
current portal scope• Completion of
detailed Migration Checklist
• Community collaboration use cases
• Definition and sign off of new community scope
• Portal conversion value proposition
BUILD• Iterative build cycles
with unit and user testing
• Hands-on stakeholder feedback and review sessions
• Portal CSS conversion/refresh
• Custom UI development with VF and Site.com
• Implement new communities functionality
MIGRATE & TEST• Migrate existing portal
assets to community• Testing and validation
of migrated content, custom VF pages, etc.
• Full stakeholder UAT process
DEPLOY• Post go-live support• Detailed adoption
reporting• Scheduled
community health check
• Community development roadmap
DESIGN• Design system
architecture to take advantage of new Communities functionality
• New community user flows and UI design
• Standard and custom object configuration design
• Process, workflow, visual flow design
• Migration timeline
1 2 3 4 5
11
Perficient Profile
Fast Facts:• Founded in 1997
• Public, NASDAQ: PRFT
• 2012 revenue $327 million
• Major market locations throughout North America• Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis,
Minneapolis, New Orleans, New York City, Northern California, Philadelphia, Southern California, St. Louis, Toronto, Washington, D.C.
• Global delivery centers in China, Europe and India
• ~2,000 colleagues
Portal & Communities Expertise:• 11+ years of portal experience
• 750+ successful portal implementations
• Over 400 experienced portal consultants on staff cross trained
• Industry thought leaders and speakers
• Formal methodology & tool set to ensure success