BOOK A PLATFORM AUDIT
Start with the truth about your platform.
Tell us what's stuck. We'll scope the audit and tell you honestly whether we're the right firm to run it.
WHAT ONE AUDIT CAN SURFACE
Cost → growth
found by a single audit
One large, heavily customized org wanted to cut Salesforce costs. We came in on cost requirements and found the bigger story: a multi-million-dollar annual spend-reduction opportunity, plus a governed path to fund growth and adopt AI securely, from one architectural decision.
Most firms in the room are conflicted. The license vendor profits when you buy more. The big SI profits when the project bills more hours. We don't resell licenses and we're not protecting a build we already sold you, so we're the one party free to recommend more Salesforce, less Salesforce, or a smarter version of exactly what you have.
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That freedom cuts both ways. When the right answer is more Salesforce, and often it is, you can trust it, because we had no reason to say it except that it's true. Independence isn't about using less of the platform. It's about making sure what you invest in actually works, and keeps working.
WHAT WE HEAR
The questions are a little different. The problems rarely are.
Q
How much does it cost?
A fixed fee, agreed up front and scoped to your estate. No hourly meter, no scope creep. You approve the number before any work begins.
Q
How long does it take?
Typically three to six weeks, depending on the size and complexity of your stack. We tell you which end you're on during scoping.​
Q
How independent are you, and do we have to build with you?
Neither is a catch. We don't resell licenses, and we're not defending an org we already sold you, so the recommendation is the only thing we optimize for. The audit stands on its own, and clients continue only when the evidence earns it.
Q
What do you need from us?
Access to the systems and some time with the people who know them. We do the heavy lifting from there.
Q
How do you handle our data and access?
Senior-led, near-shore, with scoped access to only what the audit needs. Nothing leaves controlled environments. In regulated industries, that's the baseline, not a nice-to-have.
Q
What do we actually keep?
The map, the costed recommendation, the roadmap, and the cost picture. All of it is yours, to use with any partner or none.