What We Do

We are a strategic technology consulting company that uses Salesforce to achieve your business objectives. Whether you have a fine-tuned Salesforce implementation that needs a few updates, or you are using a spreadsheet to manage your data but wondering if there is a more effective way, our experienced consultants are here to listen and work with you to drive change – for you and your organization.

Our work is your work. We listen to your needs and design customized solutions that drive change across your organization.

Services Include

Custom development

Training

Data migration/cleansing

Project management

Reports / dashboard development

Industry standards and Best Practices

Full implementation support

System administration support

Updates to existing configurations

3rd party tool recommendations and integration

QuickStart

Our Process

While each engagement is unique, we follow a general work process and adapt it to meet your needs.

Listen and learn

1

Kick-off with client and stakeholders

2

Conduct a deep dive into your business processes, applications, data, and reporting needs

DEFINE AND DESIGN

1

Prioritize your business and technology objectives

2

Develop a plan to execute on your strategy, including a detailed documentation of the desired workflow

3

Identify all of the functionality and customizations necessary to support your processes

4

Define the application solution design

build

1

Build and develop the implementation as defined in the earlier stages

2

Customize any specific configurations

3

Extend the functionality of your implementation by integrating third-party applications

IMPLEMENT, INSPECT AND IMPROVE

1

Map legacy platform data to new system

2

Support and/or perform data migration

3

Develop customized reports to monitor performance

4

Work with your project team to establish a thorough test protocol and test all functionality

5

Make improvements and modifications, as necessary

6

Push configurations and customizations to production

support

1

Adapt and deliver a customized training to your System Administrator and Power Users

2

30-days of ad hoc post-implementation support to ensure a seamless transition

Additional Information

Tending the Garden

Our process begins a Discovery and Design phase aimed at understanding your needs, pain points, wish lists, and business processes.

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Implementation Approach

With an eye towards providing clients with maximum flexibility based on their specific needs, all of our project costs are clearly separated to make it easier to prioritize.

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Data Migration

Data Migration is where we'll identify various data sources that need to be imported into Salesforce. Often the most time consuming aspect of the project, our goal is to minimize downtime impact.

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Contract Support

Learn more about some of the client challenges we've faced and how we've delivered value.

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Get in touch

“You have truly transformed our data management and processes. I can't imagine ever going back to where we came from.”

Kerry Barrett

Pony Power Therapies
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