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TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Booking for next month

Design your implementation blueprint with a Salesforce Workshop.

A senior architect reviews your workflows, maps your data landscape, and builds a technical blueprint before you buy licenses or write configuration.

  • ✓A visual architecture blueprint Get a target system landscape diagram and a data model schema mapping standard and custom objects.
  • ✓A prioritized backlog A structured list of functional requirements written as user stories with clear acceptance criteria.
  • ✓An execution roadmap A phased timeline outlining project sprints, milestones, testing phases, and go-live dates.
Timeline2–3 weeks [VERIFY: typical workshop duration]
FormatVirtual or On-site
Book your kickoff
30 minutes with a senior operator
Free
“Don't configure your platform for processes you haven't mapped. Design the data model first, then build.”
8
Technical deliverables

What you walk away with.

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

Outcome 1

A validated future-state architecture

We map your target system landscape and design a Salesforce data model diagram detailing standard and custom object relationships, ensuring your integrations fit before configuration begins.

Target system landscape and data model diagram
Outcome 2

A prioritized requirements backlog

We translate your operational needs into functional user stories with clear acceptance criteria, separating core operational needs from secondary feature requests.

Prioritized requirements backlog
Outcome 3

A phased implementation roadmap

A chronological timeline outlining project sprints, milestones, testing phases, and go-live dates, paired with a detailed risk, constraints, and technical debt log.

Phased implementation roadmap

The six-phase discovery.

We run an architect-led technical diagnostic that translates your operational workflows into concrete Salesforce configurations. Here is exactly what we deliver in each phase.

1
Phase 1

Pre-workshop prep & alignment

We gather your existing documentation, define workshop objectives, and align key stakeholders and subject matter experts on the scoping schedule.

Stakeholder alignmentObjective definitionDocumentation gatheringSession scheduling
2
Phase 2

Current-state & pain point mapping

We run interactive sessions to trace everyday user journeys, map current-state workflows, and identify operational bottlenecks across your teams.

User journey tracingCurrent-state process mappingBottleneck identificationOperational pain point audit
3
Phase 3

Technical & integration audit

We review your legacy databases, third-party system dependencies, security standards, and API requirements to map out potential migration roadblocks.

Legacy database reviewThird-party system mappingAPI & security standards checkRoadblock identification
4
Phase 4

Future-state solutioning

We design optimized future-state workflows and map them directly to native Salesforce features, identifying where custom objects are required.

To-Be process mappingNative feature evaluationCustom object identificationWorkflow optimization
5
Phase 5

Backlog prioritization

We organize all requested features into a prioritized backlog, writing clear user stories and acceptance criteria to separate core needs from nice-to-haves.

User story developmentAcceptance criteria definitionCore feature prioritizationBacklog organization
6
Phase 6

Roadmap & proposal review

We consolidate our findings into a phased implementation roadmap, present the target KPI framework, and deliver a detailed project scope definition.

Phased roadmap presentationKPI & success frameworkProject scope definitionRisk & technical debt log

Rigorous technical scoping.

8
Core deliverables
From data models to risk logs
100%
Senior delivery
Led by veteran Salesforce architects
2–3 weeks
Typical duration
Focused, high-impact timeline [VERIFY: typical workshop duration]
1
Dedicated architect
The same specialist who executes your build

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.

A Salesforce discovery workshop typically spans two to three weeks [VERIFY: typical workshop duration] from initial alignment to the final roadmap review. The interactive sessions themselves are highly focused, usually structured in two-to-four-hour blocks over a concentrated period to minimize disruption to your team's daily operations.

Align your team with a Salesforce Workshop.

Get a visual architecture blueprint, a prioritized backlog, and a phased roadmap before you configure a single object.

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