Salesforce ERP Implementation Methodology
A structured five-phase approach to reduce risk and build a strong foundation for ERP success.
Experienced ERP consultants, a repeatable five-phase approach, and close collaboration with your team keep the project focused and your system improving long after go-live.
THE METHODOLOGY
Every Implementation Follows Five Phases
Each phase ends with a clear outcome, and we review progress with your sponsors and key users throughout.
ALIGN
Project Kickoff
DISCOVER
Process Analysis
DESIGN
Future-State Solution
BUILD
Configure & Validate
LAUNCH
Training & Go-Live
Typical Implementation: 3-6 months, depending on scope, integrations, data migration, and your team’s availability.
1
ALIGN
Project Kickoff
We agree on objectives, scope, roles, and governance, and build a shared roadmap.
Outcome: A project plan with owners, milestones, and success criteria.
2
DISCOVER
Business Process Analysis
We learn how your business runs today, where it gets stuck, and how it should work in GoldFinch. We start with your business, not software screens.
Outcome: Documented requirements and process maps your team has reviewed.
3
DESIGN
Future-State Solution
We map your requirements to standard GoldFinch and Salesforce capabilities, identify gaps, and agree on how each will be handled: configuration, a process change, or a targeted extension. Data migration, integrations, roles, and reporting are defined here too.
Outcome: A signed-off solution design that becomes the blueprint for the build.
4
BUILD
Configure & Validate
We configure your solution in a Salesforce sandbox, where your users test real processes, integrations, and data before anything reaches production.
Outcome: User acceptance sign-off before production deployment.
5
LAUNCH
Training & Go-Live
We train users by role, migrate production data, run the cutover, and stay with your team through stabilization and into ongoing support.
Outcome: A controlled go-live with trained users and stable operations.
A PHASED APPROACH
Start with what matters. Expand when you’re ready.
Each phase ends with a clear outcome, and we review progress with your sponsors and key users throughout.
STAGE 1
Crawl
Establish the Operational Foundation
Go live with the processes and data your business needs to operate from day one.
Typically includes:
STAGE 2
Walk
Expand Control and Visibility
Add control, reporting, and cross-functional processes once your team is established.
Typically includes:
STAGE 3
Run
Optimize and Automate
Use planning, integrations, and automation to improve efficiency and decisions.
Typically includes:
THE GOLDFINCH APPROACH
What Makes the GoldFinch Approach Different?
One Platform, Not Two Systems
GoldFinch runs natively on Salesforce, so accounting and operations share the same records with no middleware or sync. Already on Salesforce CRM? It’s the same org.
The Team That Implements You Stays With You
The consultants who learn your business during implementation stay involved after go-live, so you never start over with someone new.
Experience in Your Industry
We’ve implemented GoldFinch for food banks, meal programs, food and beverage producers, and manufacturers. We already know your workflows, so you go live faster.
Your Team Can Own It
Your admins use the Salesforce reports, dashboards, and automation tools they already know, without waiting on a vendor for every small change.
“What they said they would do, they did. No surprises.”
“The team at GoldFinch was honest and transparent. … Other companies implement and then pass you off. We had an excellent implementation team who know the product and will continue with us.”
COMMON QUESTIONS
Frequently asked questions.
Ready to discuss your ERP implementation?
In a discovery meeting, we’ll discuss your systems, challenges, priorities, and timeline.
No obligation. Speak directly with an experienced ERP professional.