Our Process
Our Implementation Framework
Six disciplined phases designed to deliver predictable, high-quality Salesforce implementations.
Discover
We start by deeply understanding your business, existing systems, and goals through structured workshops.
Key Activities
- Stakeholder interviews
- Existing org review & audit
- Requirements gathering workshops
- Pain point identification
Deliverable
Discovery Summary & Recommendations Report
Scope & Proposal
Based on discovery findings, we create a phased roadmap with clear milestones and success metrics.
Key Activities
- Phased roadmap creation
- Milestone definition
- Success metrics & KPIs
- Resource planning
Deliverable
Statement of Work (SOW)
Architecture & Design
We design the technical architecture including data model, security hierarchy, and automation strategy.
Key Activities
- Data model design
- Security & role hierarchy
- Automation strategy mapping
- Integration architecture
Deliverable
Architecture Sign-off Document
Build
Development happens in sandboxes with version control, shared task boards, and weekly stakeholder demos.
Key Activities
- Sandbox development
- Version-controlled deployments
- Shared task board management
- Weekly demo sessions
Deliverable
Working Salesforce Configuration & Custom Code
Test & Train
Rigorous user acceptance testing, bug resolution, and comprehensive training to ensure adoption.
Key Activities
- User acceptance testing (UAT)
- Bug resolution & fixes
- End-user training sessions
- Documentation & guides
Deliverable
UAT Sign-off & Training Materials
Go-Live & Optimize
Controlled deployment with hypercare support and a smooth transition to ongoing managed operations.
Key Activities
- Production deployment
- Hypercare monitoring period
- Performance optimization
- Transition to managed support
Deliverable
Production Org & Handover Documentation
Ready to start your implementation?
Every engagement begins with our Discovery phase. Let's talk.
Start with Discovery