Candoris exists as a different kind of digital solutions provider

Our dedicated pathfinders are committed to customer success and delivering solutions of lasting value to elevate security, supercharge productivity, and modernize infrastructure. We empower organizations to embrace change with confidence by offering comprehensive Salesforce Platform expertise as well as Software Engineering, Data Center Solutions, and Managed IT Services. Missional at our core, Candoris has committed resources to impacting children around the world and at home through medicine, education, and clean water initiatives.

Learn more at Candoris.com

We are a Salesforce Premium Partner with Nonprofit Cloud Master Competency, a testament to our high regard for deep technical expertise, trusted credibility, and dynamic customer success. Our expert team approaches projects by first understanding business objectives and unique driving missions before collaborating to design and implement all aspects of a custom solution. As our customers transform, so do communities and the world. It all begins with the vision of a better world we don’t just believe in – we can see it and we can help make it happen.

Experience

Our certified administrators, developers, architects, and analysts excel at seamlessly integrating the world’s leading CRM into unique environments.

We guide organizations’ Salesforce journey by combining deep platform and cloud expertise with an intimate understanding of industries and IT challenges. As a complement to our implementation specialists, our software development team builds custom applications that enhance and integrate Salesforce. Partnering with Candoris means partnering with a team that will confidently customize solutions for today’s needs and tomorrow’s dreams.

500+

completed projects

9.67

satisfaction score

100+

certifications

2,000+

volunteer hours given

Our Core Leadership & Delivery Team

Stephan Van Der Ploog

President & Chief Accountability Officer

Sam Shrefler

Chief Technology Officer
Daryl Schlicher

Darryl Schlicher

Director of Software Development
Phil Burns

Phil Burns

Business Analyst Team Lead
Nate Wentling

Nate Wentling

Project Manager Team Lead
Derek Hall

Derek Hall

Software Development Team Lead
Greg Moyer

Greg Moyer

Implementation Specialist Team Lead
Matt Mierzejewski

Matt Mierzejewski

Software Development Team Lead

Candoris strives to build rapport with customers, and we begin working together by identifying key team members within the organization and how they will be participating in the project. After reviewing project scope and billing structure, we describe the discovery process and anticipated timeline and deliverables. Finally, we establish a meeting schedule and create a high-level agenda based on the scope of the project.

Candoris meets with the customer’s project stakeholders, key team members, and members of the technical team. Elements of the discovery phase consist of an initial meeting to outline goals and priorities; departmental/functional meetings to glean knowledge of relevant processes and systems; a system review to evaluate current applications and/or existing Salesforce; a wrap-up meeting to confirm implementation approaches, phasing, timing, and scheduling impacts; and a final discovery findings document for both parties to sign off on final project scope.

After considering the required project milestones, reviewing customer blackout periods, discussing competing customer resource priorities, and determining key Candoris resources, we establish a high-level iterative cycle schedule. We identify any challenges that may exist within the implementation life cycle and provide a project plan.

In effort to create a solid foundation for the Salesforce instance, Candoris reviews, identifies, and clarifies data and business requirements before starting the initial system build. From there, completed initial configurations are demoed to the customer.

Candoris views data migration as an ongoing exercise during design, implementation, integration, and go-live. We work with each customer to help shape designs and clarify how data will be physically moved between systems, giving them a data migration plan that identifies all sources and high-level mappings of respective sources into appropriate Salesforce objects. We utilize the process of automating data migration, scripting all migration so that it can be automatically re-run as needed.

Candoris works closely with clients in each iterative build cycle to ensure a strong and robust solution. Each cycle includes planning, development, testing, review, and feedback.

In effort to prepare for project close and go-live, Candoris focuses on addressing key areas related to final planning, testing, training, and data migration. We establish a plan that incorporates key dates and go-live and document a process for cutting over that includes activation of system interfaces, how data is migrated, and what systems are affected. We then guide the customer to develop a User Acceptance Testing (UAT) plan, which is reviewed and completed by the customer. After activating the system interface and confirming that source data matches reconciliation reports, the customer signs off on the final data migration.

Training is a mission-critical component to project success. We consider training a combination of  train-the-trainer (training key users and subject matter experts to ensure they are adequately prepared to train other users), technical shadowing (for customers interested in including their developers in the build process), and live processing assistance (to support customer questions on system use).

To ensure customer success and complete adoption, we make available our team of experts for initial go live support as part of the implementation process. For any further assistance required, Candoris offers various admin as a service options.

Our Process

Project Kickoff & Pre-Discovery

Candoris strives to build rapport with customers, and we begin working together by identifying key team members within the organization and how they will be participating in the project. After reviewing project scope and billing structure, we describe the discovery process and anticipated timeline and deliverables. Finally, we establish a meeting schedule and create a high-level agenda based on the scope of the project.

Discovery

Candoris meets with the customer’s project stakeholders, key team members, and members of the technical team. Elements of the discovery phase consist of an initial meeting to outline goals and priorities; departmental/functional meetings to glean knowledge of relevant processes and systems; a system review to evaluate current applications and/or existing Salesforce; a wrap-up meeting to confirm implementation approaches, phasing, timing, and scheduling impacts; and a final discovery findings document for both parties to sign off on final project scope.

Project Plan Development

After considering the required project milestones, reviewing customer blackout periods, discussing competing customer resource priorities, and determining key Candoris resources, we establish a high-level iterative cycle schedule. We identify any challenges that may exist within the implementation life cycle and provide a project plan.

POC/Data Model Development

In effort to create a solid foundation for the Salesforce instance, Candoris reviews, identifies, and clarifies data and business requirements before starting the initial system build. From there, completed initial configurations are demoed to the customer.

Data Migration

Candoris views data migration as an ongoing exercise during design, implementation, integration, and go-live. We work with each customer to help shape designs and clarify how data will be physically moved between systems, giving them a data migration plan that identifies all sources and high-level mappings of respective sources into appropriate Salesforce objects. We utilize the process of automating data migration, scripting all migration so that it can be automatically re-run as needed.

Iterative Build

Candoris works closely with clients in each iterative build cycle to ensure a strong and robust solution. Each cycle includes planning, development, testing, review, and feedback.

Project Finalization

In effort to prepare for project close and go-live, Candoris focuses on addressing key areas related to final planning, testing, training, and data migration. We establish a plan that incorporates key dates and go-live and document a process for cutting over that includes activation of system interfaces, how data is migrated, and what systems are affected. We then guide the customer to develop a User Acceptance Testing (UAT) plan, which is reviewed and completed by the customer. After activating the system interface and confirming that source data matches reconciliation reports, the customer signs off on the final data migration.

Training

Training is a mission-critical component to project success. We consider training a combination of  train-the-trainer (training key users and subject matter experts to ensure they are adequately prepared to train other users), technical shadowing (for customers interested in including their developers in the build process), and live processing assistance (to support customer questions on system use).

Ongoing Support

To ensure customer success and complete adoption, we make available our team of experts for initial go live support as part of the implementation process. For any further assistance required, Candoris offers various admin as a service options.

Admin as a Service

Most organizations experience staff limitations and time constraints that dictate capacity to learn and drive continued utilization of Salesforce features, efficiencies, value-adds, and best practices. Candoris values long-term partnerships that continue past implementation to ensure continued customer success. Our Admin as a Service offering brings together in-house, certified consultants with intimate knowledge of your Salesforce environment and understanding of your organization’s core competencies. With our team of dedicated experts, you can rest assured that your organization is continually empowered with training, change management strategies, and important next steps in your journey.

International Mission Board Case Study

Trusted By
Elizabethtown College