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.
Manage resources, timelines, and budgets
Define and facilitate timing for implementation
milestones, training, legacy system cutoffs,
and staff/user expectations
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.
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, embedded one-pagers and in-app videos for live guidance. Greater consistency in learning and access to on-demand courses reduce user errors and downtime while increasing productivity.
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