iExcel
What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Consultations open for Q3

A senior-led alternative to Salesforce Professional Services.

Direct access to veteran certified technical architects to audit your environment, design your target architecture, and build a multi-year roadmap without the overhead of global integrators.

  • ✓A multi-year roadmap A sequenced, phased timeline of capability rollouts spanning 3 to 5 years to align technology with corporate growth.
  • ✓Target architecture design Visual blueprints of your future-state Salesforce environment, custom versus standard objects, and sandbox strategy.
  • ✓Integration & data flow maps Technical blueprints showing how Salesforce connects to your ERP, marketing tools, and data lakes.
Timeline4–6 weeks
FormatWorkshops + Async
Book your kickoff
30 minutes with a senior operator
Free
“You don't need more custom code. You need a clean platform architecture that your team actually uses.”
8
Core deliverables

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

Control platform complexity and technical debt

We run a technical audit of your current Salesforce environment to identify functional bottlenecks, redundant custom code, and license utilization inefficiencies.

platform gap and capability analysis
Outcome 2

Align business units under a unified vision

We bridge different business units' expectations with a formal alignment charter, defining primary user personas and establishing a unified executive vision.

stakeholder alignment and vision charter
Outcome 3

A clear business case for platform investment

We build a detailed financial model projecting estimated cost of ownership, planned license optimization, and tangible business KPIs tied to the implementation.

roi hypothesis and business case

The six-phase strategy path.

We don't drop off a generic slide deck. We work through a structured process to deliver concrete, functional blueprints and roadmaps owned entirely by your team.

1
Phase 1

Discovery & diagnostic review

We audit your existing technical environment, analyze system performance logs, and interview cross-functional stakeholders to establish the technical and operational baseline.

Technical environment auditPerformance log analysisStakeholder interviewsOperational baseline report
2
Phase 2

Executive vision alignment

We conduct structured alignment workshops with business leaders to define high-level strategic goals, success metrics, and core pain points.

Leadership alignment workshopsStrategic goal definitionSuccess metric mappingCore pain point documentation
3
Phase 3

Solution design & architecture strategy

We map target business requirements directly to native Salesforce features and design future-state system integration maps.

Native feature mappingCustom vs standard object designSandbox strategy definitionCloud configuration blueprints
4
Phase 4

Roadmap sequencing & risk assessment

We evaluate potential projects based on effort, organizational capacity, and risk to determine the order of rollouts, comparing phased migrations to big-bang cuts.

Project effort evaluationOrganizational capacity checkMigration risk assessmentSequenced rollout schedule
5
Phase 5

Governance & adoption modeling

We outline training structures, platform change-readiness workflows, ongoing support paths, and release management rules.

Center of Excellence (COE) standardsSandbox deployment schedulesRelease-management protocolsUser-adoption tracking metrics
6
Phase 6

Final synthesis & executive handoff

We package the strategic roadmap, architecture diagrams, and a 90-day execution playbook to present to leadership for implementation approval.

Multi-year roadmap documentIntegration & data flow blueprints90-day execution playbookExecutive readout presentation

Built for predictable outcomes.

8
Core deliverables
From architecture diagrams to governance playbooks
100%
Senior delivery
Led by veteran architects, no junior staff
3–5 years
Roadmap horizon
Sequenced timeline of capability rollouts
6 phases
Structured process
From diagnostic review to executive handoff

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

Salesforce Professional Services is Salesforce's in-house consulting arm, which often carries high overhead and relies on standardized templates. A Salesforce implementation partner (or boutique advisory firm like iExcel) provides a senior-led alternative. You work directly with veteran certified technical architects who focus on objective process design, stripping away unnecessary platform complexity, and preventing over-licensing without pressure to buy more software.

Align your platform with your business goals.

Get a clear, prioritized roadmap and system architecture designed by veteran architects.

Book your kickoff →
Book the 15-min sanity check.