With millions at stake, EverFi partnered with CUBE84 to deliver a fully independent Salesforce org within a tight deadline.

The Challenge

EverFi needed to fully separate from Blackbaud, which had acquired them three years earlier. The carve-out required surgically blending preferred Blackbaud processes, new workflows, and original EverFi configurations into a legacy system, all without disrupting existing users in 3 months or face significant financial penalties.

What made this especially difficult?

• Seven workstreams, multiple stakeholders, and tight security restrictions made coordination a challenge.
• Legacy tech debt from outdated data and old configurations slowed the process.
• Unexpected complexity arose as EverFi wanted to blend elements from Blackbaud, their prior Salesforce org, and brand new processes.
• Organizational tension grew with layoffs occurring mid-project, adding urgency and anxiety.
• Third-party dependencies like the HubSpot migration required oversight, pulling focus from the carve-out.

The risk was clear: miss the deadline and pay severe fines. EverFi’s mission to expand access to digital education hinged on completing the carve-out quickly and securely.

EverFi’s Objective was:

• to migrate and validate critical data,
• reestablish business processes, and
• deliver a functioning Salesforce instance, without disrupting operations.

How We Did It

We began with a deep discovery process to thoroughly understand the challenge. Together with EverFi, we defined the MVP scope: the essential features required for independence on day one. This gave the project guardrails and ensured the deadline remained the priority.

Defining the MVP was more than a technical decision. It became the bridge to stakeholder buy-in. Many leaders saw the carve-out as a rare opportunity to start fresh or to return to better ways of operating. Their concern was that if all requests were not included, the moment would be lost. With only 92 days to deliver, there was no time for exhaustive requirements gathering or lengthy prioritization cycles. Instead, we reframed the conversation: what is essential on day one, and what can be captured for future phases?

By involving stakeholders directly in defining MVP scope, and by documenting every non-MVP request for later phases, we showed that nothing was ignored, only sequenced.This reduced anxiety, built trust, and rallied support across teams. In practice, it dramatically cut down alignment cycles and gave us the buy-in we needed to hold to the immovable timeline.

Along the way, we uncovered additional constraints: a sandbox that needed refreshing, inefficient DevOps tools, and production data that required cleanup before migration. We also debated solutions such as CPQ, ultimately recommending the path that best balanced speed with scalability.

We challenged assumptions and guided EverFi toward simplifying where possible. Rather than reengineering every legacy process, we prioritized what would matter most after May 1

The carve-out was executed in phases:

• Migrating accounts, contacts, opportunities, and tasks across multiple deltas with validation at each step.
• Mapping account and opportunity teams to preserve ownership and accountability.
• Ensuring integrations, particularly Salesforce and HubSpot, remained functional with oversight of a third-party vendor.
• Launching with MVP features in place, then planning phased enhancements for cleanup and future functionality.

By focusing on independence first and enhancements second, we gave EverFi both stability and a path forward.

The process turned initial anxiety into alignment, which became one of the project’s greatest strengths

Transformation In Motion

The results of the carve-out were both immediate and far-reaching. EverFi achieved independence before the May 1 deadline, avoiding heavy financial penalties and proving that a complex separation could be delivered in just 92 days.

Operational continuity was preserved. Despite layoffs and the anxiety of tight security restrictions, EverFi’s teams launched with the workflows they needed on day one. The MVP scope kept the system stable while giving teams a roadmap for phased enhancements.

The scale of migration underscored the achievement. Tens of thousands of leads and contacts were successfully moved, with critical updates and new records added along the way. Sales history was preserved in full, including more than 2,500 opportunities migrated with zero failures. To maintain accountability, opportunity splits, team records, and nearly a quarter million tasks and activities were carried over intact, ensuring continuity and accuracy without disruption.

Independence unlocked flexibility. By separating from Blackbaud’s systems, EverFi could finally operate with a Salesforce org designed for their needs rather than someone else’s constraints. With integrations like HubSpot restored and key processes stabilized, their teams gained clarity and control over how they work.

In just 92 days, EverFi went from dependent to independent. The carve-out gave them freedom from legacy systems and positioned them to scale digital education on their own terms.