Salesforce Health Assessment for cloud retail ERP platform



Brightpearl is a retail operations platform founded in 2007, which manages inventory, accounting, customers, suppliers and fulfilment across Omni channel businesses.

The challenge

Brightpearl had a current implementation of Salesforce that was several years old. They adopted several other systems and applications to meet specific requirements within different business departments, some of which were connected to Salesforce and some of which were not.

Brightpearl engaged makepositive to conduct a review of the current landscape and systems to challenge the business processes and improve efficiencies.

The solution

Following a health check, makepositive recommended some best practice solutions. These where:

Positive Assessment – A Health Check service to identify how closely Salesforce has been implemented in line with Brightpearl’s existing business process, a review of click (configuration) versus code (customisation), identification of quick wins to restore faith in the platform and an assessment of code quality.
Positive Delivery – Our tried and tested delivery methodology that combines control progresses from Prince 2 and Agile Scrum.
Stay Positive – Our Managed Service offering for ongoing support, maintenance and enhancements with continuous improvements for Brightpearl’s Salesforce implementation.

The results

makepositive ran a number of discovery workshops with key users and stakeholders, and assessed Brightpearl’s business processes, Org and associated applications to identify a number of quick wins:
– makepositive provided a backlog of recommendations to ‘clean’ the Salesforce application and remove unused code, functionality & fields

– Output from the review was used by Brightpearl to playback to the business and report areas and opportunities to increase efficiencies and reduce the current investment in applications

– Brightpearl chose to progress with makepositive’s Managed Services team to implement solutions in the short term and plan and manage a roadmap of changes.