SERVICES
You don't need five vendors. You need one team that owns the outcome.
The platform is live, but the value is stuck. The roadmap went quiet, and leadership is asking where AI fits. We step in at whatever stage you're at, find what's real, and launch AI where it earns its place while we fix what's blocking it. Strategy through managed services, one accountable senior team.
New firm. Not new to Salesforce or AI. · 200+ implementations · Led by 26 years of platform delivery.
WHAT WE DO
Everything the platform needs, under one roof.
Strategy, build, and the long haul, delivered by senior people who own it end to end. Bring us in for one stage or all four.
01 - START HERE
Assess & diagnose
Fixed fee · 3 to 6 weeks
Fully independent
An independent read of your Salesforce org and the systems around it. We audit what's working, what's not, where the gaps are, and where value is trapped, then hand you a costed stay, restructure, or exit call you can verify. No assumptions.​
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WHAT YOU WALK AWAY WITH ​​​​
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A map of what you have, integrations and all
A stay / restructure / exit call with the numbers behind each path
A prioritized roadmap you can act on now
A build-versus-keep cost view, in real numbers
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WHO IT'S FOR
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The org is a mess, and it's yours now, whether you built it or not. A renewal is coming, or you're weighing Salesforce against a composable or AI-built alternative and need the math straight.
02 - THEN
Design & roadmap
Senior-led delivery
Scoped from the assessment
Insight becomes a plan. A prioritized roadmap tied to your commercial goals and a revenue number, not a feature list. The first AI use case runs alongside the foundation fixes it depends on, with governance built in for compliant AI.​
WHAT YOU WALK AWAY WITH
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A roadmap sequenced by what moves the business, not what's easy to bill
Scope, effort, and timeline stated in full, no inflated hours
A governance framework so AI lands compliant, not risky
The business case and revenue number behind each move
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WHO IT'S FOR
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You have the findings, or a pile of conflicting opinions, and need one plan everyone can act on, with the numbers behind it.
03 - THEN
Build & expand
Senior-led
Architecture-to-scale
Senior-led delivery of what the roadmap calls for. New use cases, integrations, and automation, plus the bigger moves like a headless layer between your legacy core and your CRM, so any AI tool can sit on top, from Claude to Agentforce. Architected to scale, not bolt-ons that need rebuilding.​
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WHAT YOU WALK AWAY WITH
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Stabilized integrations and a foundation that holds
New capability delivered against a scope stated in full
A headless layer so the experience stops depending on the legacy core's quirks
AI introduced only where it earns its place, on a foundation that's secure
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WHO IT'S FOR
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You know what needs to be done and you want a senior team accountable for the result, not a junior bench learning on your budget.
04 - ONGOING
Sustain & optimize
Managed services
Ongoing, at your request
Go-live isn't the end. We stay, at your request, keeping the platform healthy, the guardrails current, and AI costs in check. You grow, the platform keeps up, no ramp-up every time.​
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WHAT YOU WALK AWAY WITH
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Senior oversight on a retained basis, not a rebuilt internal bench
Ongoing administration, enhancements, and support
Analytics and reporting you can trust
A roadmap that keeps pace as the business changes
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WHO IT'S FOR
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You want the senior team that found the truth and to build the fix that keeps it working.
HOW WE DELIVER
The value lives in the layer between your systems.
You can't rip out the legacy core, and you can't let the modern experience keep depending on its quirks. So we build the layer between them. That's where the value lives, and in a regulated business it's your compliance perimeter too.
SYSTEM OF RECORD
Legacy platform
The core you keep, stabilized, not ripped out
WHERE WE WORK
The orchestration layer
A headless layer so the experience stops depending on the legacy core
SYSTEM OF ENGAGEMENT
Your CRM
The modern experience your customers and reps touch
Our Orchestration Method
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Map
Baseline the org, the estate, and the data that has to stay put.
Stabilize
Fix the debt and friction blocking the first use case, in priority order, before anything customer-facing goes live.
Build the layer
Stand up the API and middleware between record and engagement.
Govern, then AI
Make the layer the control and compliance perimeter. Guardrails on what people can see and ask go in alongside the first AI use case, so agents launch inside the perimeter from day one.
INDEPENDENT, EVEN AS YOUR BUILDER
We recommend on evidence, with no org on the books, so the call is always yours to make.
When the evidence says build, we've earned the right to be considered for it on the same independent terms. The assessment is complete on its own, and everything we produce is yours to take anywhere.​
Senior-led and accountable for the outcome. We own the hard, decision-heavy parts of delivery and orchestrate the rest with our nearshore team and yours, so you get senior judgment on the work that needs it and sensible economics on the work that doesn't.
WHERE WE FOCUS
We go deep, not wide.
Senior teams who have delivered repeatedly in healthcare, financial services, and education, so you get pattern recognition from day one, not a learning curve at your expense. We build for regulated, consumer-scale industries, where the rules are hard, the systems are load-bearing, and senior judgment beats offshore scale.
HEALTHCARE/LIFE SCIENCES
Orchestrating around the record
Providers, payers, value-based care, and public health, where the EHR is the system of record and data has to move across fragmented organizations without loss. This is judgment work, not offshore scale.
Explore Healthcare & Life Sciences
FINANCIAL SERVICES
Governance as the premium
Credit unions, regional banks, and insurers running closed core systems under real regulation. The layer between the core and the customer is the compliance perimeter, and getting it right is what we do.
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Explore Financial Services
HIGHER EDUCATION
Relationships that span decades
Advancement, enrollment, and student success on Education Cloud, where the constituent relationship outlasts any single system and the data has to remain stable across a very long arc.
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Explore Higher Education
LET'S TALK
Two ways to start. Both end with a clear next step.
Tell us the thing that's been stuck. We'll tell you honestly whether we're the right firm to unstick it.