> For the complete documentation index, see [llms.txt](https://solutions.fundraisingbox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://solutions.fundraisingbox.com/knowledge-base/project-management.md). # Project Management The following steps describe the common implementation process for the platform solutions via connector interface at a detailed level. {% hint style="info" %} **Checklist Salesforce Implementation Project** This checklist serves as a guide for the structured execution of the implementation project. It includes the key tasks and requirements that must be fulfilled by both the organization and the agency throughout the course of the project. View the checklist for * Salesforce NPC projects [here.](https://docs.google.com/spreadsheets/d/162bQGZC0WijQLg_BRbVlGToYXi5ScTp4mep4FMivV74/edit?gid=0#gid=0) * Salesforce NPSP projects [here](https://docs.google.com/spreadsheets/d/1-Q9xJwU6FqQmozip5AgqGJOIde5BSAcqVRsfPZ0mlWQ/edit?gid=0#gid=0). {% endhint %} The purpose of this process description is to provide implementation partners with a clear understanding of how the implementation is expected to proceed, which responsibilities lie with which parties, and which scope of work can be derived from each phase. It serves as a practical guideline for planning, coordination, execution, and effort estimation throughout the project. ## Project Setup ### Step 1: **Project Setup, Alignment & Planning** **Objective:** To establish a clear project structure, aligned expectations, and a coordinated execution framework. * Align on project setup, roles, responsibilities, involved systems, and high-level timeline * Establish project management setup, including tools, access, and stakeholder alignment * Define and document milestones, timelines, and responsibilities to ensure transparent and efficient execution ### Step 2: Establishing a Shared Understanding **Objective:** To ensure a shared understanding of both the technical possibilities and the organizational requirements, forming the basis for all subsequent implementation steps. The following activities are carried out: * Introduction and, if applicable, testing of the [FundraisingBox Platform Solutions features](/knowledge-base/feature-set.md) * Presentation of fundraising- and payment-related solutions that are not part of the Salesforce NPC standard, where applicable * Review of the organization’s standard business processes and identification of key pain points related to the implementation * Derivation of clear requirements for the implementation ### Step 3: **Scope Definition, Target State & Architecture** **Objective:** To establish a precise functional and technical blueprint of the interface, ensuring clarity on scope, design, and implementation approach. * Define connector scope, customizations, and out-of-scope boundaries * Detail target state via data mapping, aligning use cases and documenting in a customized mapping table * Translate into implementation architecture, creating a clear mapping concept as foundation ## System Setup ### **Step 4: Test Environment Setup, Integration & Validation** **Objective:** To establish a functional test setup and validate the integration in a controlled environment. * Set up test environments, including system instances, feature activation, and required configurations * Implement and connect the connector between FundraisingBox and the target CRM system * Validate bidirectional data transfer and test defined use cases and processes to ensure proper functionality ### **Step 5: Initial Data Synchronization** **Objective:** To establish a consistent and aligned data foundation across systems by setting up an initial ID mapping for reliable synchronization. * Migrate existing FundraisingBox data into the target CRM test instance * Align on and prepare ID matching of data between FundraisingBox and the target CRM system * Provide and document ID mapping for FundraisingBox to ensure accurate data synchronization ### Step 6: **Final Refinement of the Prototype** **Objective:** To finalize and stabilize the connector through comprehensive testing and targeted optimizations, ensuring readiness for go-live. * Perform extensive testing, including edge cases, in a near real-life environment * Implement necessary adjustments and optimizations based on test results * Validate stable and reliable data transfer, confirming readiness for transition to the live environment ### **Step 7: Go-Live** **Objective:** To deploy the connector into the production environment and initiate stable live operation. * Set up and configure production environments based on validated test setups * Import data and apply the established ID mapping (as in step 5) * Establish connection and initiate bidirectional synchronization between systems --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://solutions.fundraisingbox.com/knowledge-base/project-management.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.