Revecast Assess & Jax Consulting
Jax Consulting has years of experience using AI to eliminate the manual work that slows down nonprofit, higher education, k-12, public sector, and consumer goods organizations.
While a traditional discovery engagement can take weeks and cost tens of thousands of dollars. Jax Consulting uses the proprietary AI platform, Revecast Assess, to deliver the same clarity in less than a day at no cost.
Deliverables
Revecast Assess produces 17 deliverables covering your current state and a recommended path forward. A few of the most impactful include:
Org Analysis
A complete breakdown of what is in your Salesforce environment, what is working, and where technical debt is hiding.
Risk Assessment
A clear view of what is at risk in your current org so you can make decisions with full visibility into the potential pitfalls ahead.
Path forward
A prioritized migration strategy and roadmap that identifies opportunities and outlines exactly what to do next and in what order. We start with pre-built templates for the most common migrations so your project begins at 70 to 85 percent complete, not zero.
ROI Analysis
A data-backed business case and executive summary you can bring to internal stakeholders to justify the investment and the direction.
How the Assessment Works
Request Your Assessment Through Jax
Fill out the form and our team will be in touch to confirm your qualification and next steps.
Orchestrate Connects to Your Org
Revecast connects to your Salesforce environment via secure authentication. No manual data gathering, no lengthy onboarding.
The AI Gets to Work
Revecast Orchestrate, the AI platform leveraged during the assessment, analyzes your org, maps your data model, identifies risks and complexity, and begins building your path forward automatically.
Jax Walks You Through the Results
Your Jax consultant walks through the findings with you, answers your questions, and helps you decide what comes next.
Get the Information You Need to Move Forward
Most organizations wait until they are already deep into a project to get a clear picture of their Salesforce org. Revecast Assess gives you that clarity upfront, before you commit time, budget, or resources. In less than a day you will have deliverables covering your current state, your risks, and your path forward, all at no cost.
Featured: TargetX to Education Cloud
Higher education institutions often struggle with legacy CRM systems like TargetX, years of accumulated tech debt, and complex enrollment and student success workflows that have outgrown their highly configured environments. To untangle their Salesforce org and chart a path forward, institutions can’t afford to spend weeks and significant budget on a traditional discovery engagement.
Working with Jax to run Revecast Assess, they receive a full org health and risk breakdown, a recommended strategy, and a project-ready backlog with complexity scoring, all in less than a day. When Jax consultants walk through the results with them, their team has the clarity they need to move forward with confidence.
Pre-Mapped Migration Paths
Moving to Nonprofit Cloud
| From | To | Head Start |
|---|---|---|
| NPSP | Nonprofit Cloud | ~85% pre-mapped |
| Program Management Module | NPC Program Management | ~75% pre-mapped |
| Outbound Funds Module | NPC Grantmaking | ~75% pre-mapped |
| Grants Management | NPC Grantmaking | ~70% pre-mapped |
| Case Management for NPSP | NPC Cases and Service Plans | ~70% pre-mapped |
| Volunteers for Salesforce | NPC Volunteer Management | ~70% pre-mapped |
| NPSP Rollups / DLRS | NPC Data Processing Engine | ~80% pre-mapped |
| Engagement Plans | NPC Action Plans | ~85% pre-mapped |
Moving to Education Cloud
| From | To | Head Start |
|---|---|---|
| EDA / HEDA | Education Data Foundation | ~80% pre-mapped |
| Admissions Connect | Education Cloud Recruitment and Admissions | ~70% pre-mapped |
| Student Success Hub | Education Cloud Student Success | ~75% pre-mapped |
| TargetX Recruitment Suite | Education Cloud Recruitment and Admissions | ~70% pre-mapped |
| SAL / Pathways / Interactions | Education Cloud | ~65% pre-mapped |
