Our Process

Our Implementation Framework

Six disciplined phases designed to deliver predictable, high-quality Salesforce implementations.

01

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

02

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)

03

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

04

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

05

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

06

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