Our implementation methodology
A proven, flexible delivery approach that adapts to your organisation's size, complexity, and pace — ensuring every Salesforce project is on time, on budget, and fully adopted.
Structured delivery, proven results
Every engagement follows this framework — from first conversation to long-term support. Select a step to see what happens.
Discover & Scope
Stakeholder workshops, AS-IS/TO-BE process mapping, requirements documentation, data audit, and business case validation. Success metrics defined upfront.
- → Stakeholder workshops and interviews
- → AS-IS / TO-BE process mapping
- → Data audit and business case validation
- ✓ Documented requirements
- ✓ Success metrics agreed upfront
We adapt to your project
No two organisations are the same. We flex our delivery model to match your project's complexity, timeline, and team.
Sprint-based iterative delivery. Best when requirements evolve or you want to see value quickly.
Structured phase-gated delivery. Best for fixed-scope projects with strict sign-off processes.
Structured phases with iterative build cycles inside each phase. Best for complex enterprise projects.
Our consultants embedded at your offices for close collaboration and change management.
Fully remote delivery with structured check-ins. Best for cross-border or distributed teams.
Discovery and go-live onsite; build and testing remote. Most popular and cost-effective model.
Everything that makes implementation succeed
Detailed requirements documentation, user story writing, process maps, and gap analysis — ensuring nothing is left to assumption before build begins.
We manage the human side — communication plans, champion networks, resistance management, and adoption measurement using the Prosci ADKAR model.
Live sessions, virtual workshops, recorded content, custom Trailhead paths, and admin enablement — ensuring your team is confident from day one.
We define ROI metrics before go-live — cost savings, productivity gains, revenue impact — and measure technology impact against business outcomes, not just delivery milestones.
Full data migration service — audit, cleanse, deduplicate, map, test, and load from CRMs, spreadsheets, legacy databases, and third-party systems.
Post-launch managed service — health checks, Salesforce release management, new feature enablement, and continuous improvement to keep your org ahead.
Ready to get started?
Book a free discovery call — we'll scope your project and give you a clear picture of timelines and investment.