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Roadmaps, health checks & CoE

Advisory & Org Health

Vision workshops, org health checks, AI readiness reviews and Center of Excellence design that keep Salesforce strategic and governed.

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Overview

How we approach Advisory & Org Health.

Before investing further in Salesforce, leaders need a clear picture of what they have, what it costs and where it should go next, including which AI use cases are realistic today.

We combine hands-on technical assessment with business-focused roadmapping, and help establish the governance that keeps the platform aligned with strategy as more teams come on board.

Platforms

Salesforce PlatformData 360Agentforce

What’s included

  • Vision and roadmap workshops
  • Org health check and technical debt assessment
  • AI and data readiness review
  • Center of Excellence and governance design
  • Environment and release strategy
  • License and edition optimization
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Outcomes

What we design for.

OUTCOME 01

Clarity

A prioritized, costed roadmap leadership can fund.

OUTCOME 02

Reduced risk

Security and technical debt surfaced early.

OUTCOME 03

Sustainable growth

Governance that scales as adoption grows.

Delivery

Research. Design. Deliver. Support.

01

Research

Understand the business, users, data and constraints before proposing a solution.

Stakeholder interviewsCurrent-state reviewSuccess metrics
02

Design

Shape the architecture, data model and roadmap, including where automation and AI add value.

Solution architecturePrototypesRelease roadmap
03

Deliver

Build in short sprints with weekly demos, automated testing and a transparent backlog.

Agile sprintsCI/CD & testingData migration
04

Support

Launch with training and hypercare, then keep improving through managed services.

TrainingHypercareManaged support

Where this fits

Industries we apply this to.

Government & Public Sector

Modern, secure citizen services: case management, licensing, grants, self-service portals and constituent service agents on Salesforce.

  • Constituent and benefits case management
  • Licensing, permitting and inspections
  • Grants intake, review and reporting
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Healthcare & Life Sciences

Connected patient, provider and program experiences, from intake and care coordination to patient support and AI-assisted access.

  • Patient intake and referral management
  • Care plans and care coordination
  • Patient support and hub services
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Manufacturing

Align sales agreements, forecasts, channel partners and after-sales service on one platform connected to ERP.

  • Sales agreements and account-based forecasting
  • Dealer and distributor partner portals
  • Quote-to-order with Revenue Cloud and ERP integration
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Related

Explore other practices.

01

Salesforce Implementation

Greenfield builds and re-implementations of Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud and industry clouds, launched with adoption built in.

Learn more
02

Salesforce Managed Services

A dedicated pod of admins, developers and an architect that keeps your org healthy, your agents tuned and your backlog moving.

Learn more
03

Headless 360 & Custom Development

Build on Salesforce Headless 360 with APIs, MCP tools and custom interfaces, plus Lightning Web Components, Apex and Agentforce Vibes.

Learn more

Let’s talk

Let’s build what’s next, together.

Whether you need a Salesforce project delivered or a skilled professional on your team, a 30-minute conversation is the fastest way to find the right next step.

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