Assessment & Strategy
Unlock Your Salesforce Potential
In today’s complex business environment, it’s hard enough to implement Salesforce products successfully the first time. It’s perhaps even harder to remain successful over the long haul, which is in part why we see so many organizations struggle to maximize the success of the platform.
Operational Inefficiencies: As deviations from best practices multiply, workflows become cumbersome, slowing down your teams and reducing productivity.
Increased Costs: Technical debt compounds the cost of future enhancements, as extensive rework is often required to address foundational issues.
Scalability Challenges: Customizations built on flawed processes limit your system’s ability to scale with your business, hindering growth.
Data Integrity Issues: Inconsistent implementations can lead to data silos and inaccuracies, making effective decision-making challenging.
User Adoption: Complex or inefficient systems decrease user satisfaction and diminish the ROI of your technology investments.
When these challenges occur, it’s rarely clear how to best go about solving these problems - or even, which problems are the ones to prioritize.
This is where our Assessment + Strategy offerings are designed to help our clients analyze challenges and define the optimal strategies to course correct.
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Engagement Approach
We look to meet organizations where they are at, offering multiple options that can be combined in terms of scope:
Diagnostic: Assessing 1-3 named issues to identify root cause and propose solutions.
Technical Review: Reviewing major customizations to identify technical risk and recommend strategies for remediation.
Process Audit: Examining systems as well as processes to identify business opportunities and confirm licensing needs.
Blueprint: Design and prototype key solutions to envision the future and align stakeholders.
Roadmap: High-level project plan outlining major initiatives, business impact, milestones, resourcing and risks.