Assessment. Documentation. Recommendation



Who we Are

We are a collection of some of the worlds most experienced consultants, developers, and Salesforce MVP’s with years of experience in the for-profit, non-profit, higher education and healthcare industries within the Salesforce ecosystem. We custom fit a team of our advisors to meet your needs.

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What we Do

Our service is simple, you can look at us as your independent health providers for your Salesforce instance. Whether you are looking to put out a request for proposal or just gain visibility into your org, we assess and thoroughly document your current state then make recommendations for the short, medium, and long term strategic vision of your organization. Our analysis will help you navigate the many decisions and make informed choices as you build your roadmap. After our initial health check we will be available as your trusted advisors and technical experts as new challenges arise.


Our offering can be broken out into three main parts that we found add a tremendous value to your business.


Based on your business type, we send our advisors to your headquarters for a two or three day assessment of your Salesforce org and how it interacts with your other systems and overall business process. Our team has deep experience and expertise in the for-profit, non-profit, higher education and health care industries within the Salesforce ecosystem. We speak to your stakeholders and do a thorough assessment of the technology used drive your business including all configuration, integration and data health.


After our assessment we go offsite and work with our team to provide you with thorough documentation of your current state. This document can be between 30 and 75 pages and include

  • Data Analysis

    • Data Issues Deep Dive

    • Data Storage Analysis

    • Data Skew Analysis

    • Ownership Skew Analysis

  • Code Analysis

    • Custom Code Review

    • Integration Review

    • Environment Management Best Practices

  • Business Process Analysis

    • Current State

    • Process Flow Recommendations

Architecture Analysis

    • Current Architecture Review and documentation

    • Architecture Best Practices

    • Future Architecture Recommendations

  • System Overview Analysis

    • Overview Statistics of the Current State

License Consumption Analysis

    • Security Review

  • Platform Analysis

    • Unused Feature Analysis

    • Reporting Analysis

    • Automation Analysis (Workflow Rules, Approval Processes, and Process Builders)

    • 3rd Party Tool Analysis


After our full assessment and documentation we now have enough information to make our recommendations based on our extensive Salesforce and industry best practices expertise. We provide these recommendations for the short (1-3 Months), medium (3-9 Months) and long (9 Months+) term. You can take this analysis and use it as a blueprint for your strategic roadmap.


Next Steps

Schedule a 30 minute initial discovery call where we can ask you a few questions needed to send you a quote.

Or fill out this short questionnaire and we can send you an estimate within 24 hours!