TAKING NEW BRIEFS · Q2 / 26
A certified Salesforce architect reviews your technical debt, data hygiene, and operational bottlenecks to build a highly custom, phased roadmap mapped to your team's bandwidth and budget.
“You don't need another software sales pitch. You need an objective, business-first roadmap mapped to your actual team bandwidth.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Get a Current-State Platform Health Assessment mapping custom object structures, data hygiene issues, and system redundancies. Know exactly what is slowing down your teams.
A 12-to-36-month timeline outlining phased platform rollouts and cloud additions. No unrealistic leaps—just clear, sequential phases mapped to your budget.
A commercial breakdown analyzing your actual license consumption. We identify inactive seats and align your subscription tiers to eliminate wasted software spend.
Each phase produces a specific, concrete artifact. We do not sell software licenses or bill by the hour—we deliver an objective blueprint for your team to execute.
We conduct workshops and stakeholder interviews to uncover process bottlenecks, business goals, and user pain points across your teams.
We evaluate your existing Salesforce instance to map data lineage, calculate technical debt, and identify platform constraints.
We define your target system architecture, select the optimal Salesforce clouds, and design optimized automated workflows.
We group initiatives into prioritized phases, project consumption costs, and map out change management and governance strategies.
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 objective diagnostic. One prioritized roadmap. Four weeks to align your Salesforce with your business goals.