Advice before the build, not after it
Salesforce consulting that starts from your business model rather than a license list — discovery and analysis, org health checks, roadmaps and architecture, and clear advice on licensing and AI readiness.
The most expensive Salesforce decisions are made before anything is configured: which products, which edition, which data model, in what order. Getting those right is what consulting is for.
Four kinds of advice
Every consulting engagement ends in decisions you can act on — not a slide deck that restates the brief.
Discovery & business analysis
Workshops with the people who sell, serve and run the business, turned into processes, requirements and priorities everyone has agreed.
Org health checks
A review of an existing org — configuration, code, integrations, security, data quality and adoption — with the fixes ranked by risk and value.
Roadmaps & solution architecture
A plan sequenced across products and phases, and the architecture behind it: the data model, integration patterns and environments.
Licensing & AI-readiness advice
Which clouds and editions you actually need, and whether your data and processes are ready for Data Cloud and Agentforce.
A short engagement with a clear end
Frame the question
Agree what has to be decided, and by when — a platform choice, a rescue, a roadmap.
Discover
Interviews, workshops and a look inside the current systems and data.
Analyze and design
Options assessed against cost, risk and value, and a recommended target design.
Recommend
A roadmap, architecture and budget estimate, presented to the people who will approve them.
Hand over, or carry on
Your team takes it forward, or we move straight into implementation.
What you leave with
Written so any competent team — ours or yours — can build from them.
- Current and target processes, documented
- A prioritized requirements backlog
- Solution architecture and data model
- Integration and data migration approach
- A licensing recommendation
- A phased roadmap with effort estimates
Before you start
How long does a consulting engagement take?
It depends on the question. A health check or a focused roadmap is a short engagement; a multi-cloud architecture takes longer. We agree the scope and the end date up front.
Are we tied to you for the implementation?
No. The deliverables are yours, and written so any competent team can build from them. Continuing with us is a choice, not a condition.
Can you review an org another partner built?
Yes. An independent health check is often the fastest way to understand why an org is not delivering, and what to fix first.
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