TAKING NEW BRIEFS · Q2 / 26
A certified Salesforce architect reviews your full instance — technical debt, data quality, security, and integrations — then hands you a prioritized, 90-day remediation roadmap.
“You don't need another customization. You need to know which three configurations are slowing down your pipeline.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
We inventory redundant flows, obsolete Apex code, inactive validation rules, and outdated AppExchange packages slowing down your system performance.
Not a generic checklist. Every recommendation carries estimated hours, effort, and severity, allowing your team to execute fixes methodically.
We identify duplicate records, incomplete fields, invalid formatting, and unused custom fields recommended for deprecation to restore CRM integrity.
Each phase produces a specific artifact. Concrete, dated, owned by you. We don't bill by the hour, we ship by the deliverable — here's exactly what lands in each one.
We align on business goals and pain points, then securely establish read-only access to execute automated analysis tools and security scanners.
We conduct qualitative interviews with admins, developers, and department heads to uncover day-to-day workarounds and adoption blocks while analyzing data quality.
A certified architect manually reviews raw scan data, codebases, sharing rules, and integrations to separate minor clutter from critical system flaws.
We synthesize all findings into a prioritized backlog with effort-to-impact estimations and host a live walkthrough to align on next steps.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
One audit. One prioritized remediation roadmap. Two weeks from kickoff to readout.