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

The continuing shift in retail sales from in-store to online means that all retail companies are facing greater competition. Traditional brick-and-mortar firms must find new ways to engage customers, while cutting their back-office costs to maintain margins. Meanwhile, online retailers must stay on their toes and keep innovating to combat the threat of new competitors armed with the latest and greatest technologies.

Founded to address these challenges, Brightpearl is a retail operations platform that serves online retailers, wholesalers, brands, multichannel businesses and traditional stores. It helps clients across the retail ecosystem manage their inventory, accounts, customers, suppliers and fulfilment operations in an omni-channel world.

Although Brightpearl’s core business runs on Salesforce, over the course of several years the company had also introduced other systems and applications to meet new departmental requirements. Some of these newer systems were integrated with Salesforce, while others remained separate. As a result, the company was using a mixture of systems and processes in different parts of its business.

To improve efficiency, rationalise its systems landscape and cut costs, Brightpearl engaged makepositive to conduct a comprehensive review of its software architecture, review and challenge its existing business processes, and identify opportunities to make enhancements.

The makepositive solution

makepositive employed its structured Salesforce Health Check™ service to review Brightpearl’s cloud retail ERP platform. The Health Check service is designed to help businesses assess the performance of their current implementations against their evolving business processes and strategies. It also highlights opportunities to harness new releases and enhanced functionality from Salesforce, and evaluates their business value.

makepositive began with a Positive Technical Assessment covering various key aspects of the Salesforce environment, including limits analysis, data model, Apex and VisualForce code quality, integration, and environment/deployment process. The assessment provided a red, amber or green status for each topic, together with recommended corrective actions.

The next step was a Positive Process Assessment, in which makepositive documented the existing business processes that Brightpearl manages either wholly or partially within Salesforce, providing recommendations for increasing efficiency and user adoption.

During the Health Check, makepositive assessed how close the existing Salesforce implementation was to Brightpearl’s business processes, performed a “click versus code” analysis to highlight areas where customisation could be replaced by configuration, and identified a number of quick wins to help restore corporate confidence in the solution.

The benefits

Discovery workshops with key users and stakeholders enabled makepositive to evaluate Brightpearl’s business processes, organisation and associated applications and suggest easy, low-risk ways to derive greater value from the company’s Salesforce platform. This resulted in a backlog of recommendations to clean up the Salesforce application and remove unused code, functionality and fields. Brightpearl also used outputs from the review stage to report back to senior decision‑makers on areas and opportunities to increase efficiencies and reduce the current investment in applications.

Impressed with the quality of work, Brightpearl appointed makepositive’s Managed Services team to implement several quick-win solutions, while also planning and managing a longer‑term roadmap of transformation. By adopting makepositive’s Stay Positive managed service offering, Brightpearl also gains access to ongoing support, maintenance and enhancements with continuous improvements for its Salesforce implementation.

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