Solution Architecture

Define logical layers and patterns from an in-

depth scope and process review, to bridge the gaps of legacy systems and deliver a foundation and framework that allows for user effectiveness, trustworthy analytics, and data evolution.


Integrations & Custom Development

Organize and conduct

integrations, facilitate and/or perform data and document migrations;

build custom tools and processes to meet any business need.

Project Management

Manage resources, timelines, and budgets

Digital Work Life

Change Management 

Define and facilitate timing for implementation

milestones, training, legacy system cutoffs, and staff/user expectations

Training Excellence

Professional interactive group training sessions;

courses for Salesforce navigation and global processes; option for

custom courses, one-pagers, and/or videos for client-specific

processes; ability to track user course participation and progress



Strategic Analysis and Guidance

Project-based evaluations of

immediate business challenges, user impact, and security needs, aligned with best practices and the industry’s most competitive and reliable options; recommend updates, protocols, apps, and/or

processes to streamline workflow and org efficiency; provide budgetary

insights; facilitate/run vendor demos


Training Excellence

Custom courses to fit specific processes and

workflow, track user progress and participation, professional group

training sessions for new process rollouts, streamline onboarding of

staff, imbedded one-pagers and in-app videos for live guidance


Customer Success & Support

Receive and Respond to user questions,

issues, and requests; provide actionable insight and clarity to

stakeholders; create and update process documentation; provide audit

and maintenance support of installed packages; serve as main contact

for vendors; monitor and triage error submissions