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