CLOSED: Salesforce – Advologix Application Configuration

Over the past few years, Philadelphia Commission on Human Relations has been in need of an updated case management system.  This project is being led by the Office of Innovation and Technology. We are seeking a vendor to configure the Salesforce application – Advologix and to lead the end user training.   The initial project will be fully focused on the departments existing case management process and include a review of the existing Business Process, Application Setup and Configuration, preparation of custom Data Templates, Data Import, End User Training, Custom Reports and Dashboards and a follow up plan for the departments continued growth and success with the platform.


Participate in customer discovery and design sessions

Participate in user testing

Implementation of Salesforce systems

BPR Documentation Preparation and Review


Salesforce custom reports, objects, and dashboards

Training Documentation

User experience design best practices


Deployment and setup of AppExchange apps


BPR: Document Preparation & Review, Functional Requirements documentation, Recommendations for Advologix best practices, Custom Objects

Application Configuration:  Org Wide Defaults, Role hierarchies & sharing roles, Up to 4 user profiles, Email integration, Chatter customization, Salesforce 1 customization, Custom Rules

End User Training:   Provide a minimum of two end user training sessions, provide custom end user training documentation

Custom Reports & Dashboards:  Minimum of 10 custom reports, Minimum of 2 custom dashboards

Ongoing Success Mapping:  Provide recommendations for ongoing support and staged steps for continued growth


Responses should include a proposal that outlines your project approach and all relevant experience, skills, and aptitudes including resume(s) and digital portfolio.

Please send your proposal by 9:00 a.m. on Tuesday, November 8th, 2016 to:


Please post any questions as a comment below this solicitation so that additional information provided will be available for all to review. Any questions sent via email will be posted to the comment section.

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4 comments on “CLOSED: Salesforce – Advologix Application Configuration
  1. vkamra says:

    Hi Tobey,
    Few question:
    1. Do we need to register our company as vendor with the city of philadelphia to submit the proposal for this? If yes, could you please let us know the steps to register our company for this proposal..
    2. How about Data migration of existing cases to salesforce? Is this part of this proposal or that is out of scope? If data migration is part of scope then what is the existing system we need to pull data from? will there be any technical help from the existing system?

    Thanks and Regards

  2. Tobey L Watson says:


    You do not have to be a registered City of Philadelphia vendor, however the company selected for this offering will need to have an EIN.

    Also, there is no data being migrated from the current system. There is technical assistance available for the current system.

  3. SmartIMS says:

    Hi Tobey,
    We have a couple of quick questions:
    – In the description of what our response should include you didn’t mention pricing. This program implies a max budget of $32K, are you looking for an hourly rate or a fixed price quote for the tasks included under “expectations of work”?

    – Is there a set deadline you need us to meet for completion of the listed deliverables?

    Thank you,

    • Tobey L Watson says:


      You are correct we did not mention pricing. We currently own the license for Advologix and are looking for a fixed price quote for the tasks included under “expectations of work”?

      We would like to have the list of deliverables completed before March 2017.

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