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How We Work

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.

Animated Salesforce character
The 7-Step Process

Structured delivery,
proven results

Every engagement follows this framework — from first conversation to long-term support.

01
Discovery & Scoping
Stakeholder workshops, AS-IS/TO-BE process mapping, requirements documentation, data audit, and business case validation. Success metrics defined upfront.
WorkshopsUser StoriesBPMN
02
Solution Design
Data model design, architecture decisions, integration mapping, security model, and solution blueprint — all signed off by you before build begins.
Data ModelArchitectureSecurity
03
Build & Configure
Iterative sprints delivering configured Salesforce orgs, custom Apex/LWC development, automation flows, and integrations — built to your approved design.
Agile SprintsApexFlowLWC
04
Data Migration
Data cleansing, deduplication, field mapping, test migrations, and production import — clean, accurate, complete data from day one.
Data LoaderCleansingMapping
05
Testing & UAT
Functional testing, integration testing, and full user acceptance testing sessions with your team. All defects resolved before go-live.
UATRegressionIntegration
06
Training & Go-Live
Role-based end-user training (in-person & virtual), admin enablement, Trailhead paths, go-live support, and hypercare monitoring for 2–4 weeks post-launch.
In-PersonVirtualTrailhead
07
Ongoing Managed Support
System health checks, Salesforce release management, continuous improvement sprints, and strategic advisory — keeping your platform optimised as your business grows.
Managed ServiceHealth ChecksRoadmap
Delivery Models

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.

⚡ Agile
Sprint-based iterative delivery. Best when requirements evolve or you want to see value quickly.
📋 Waterfall
Structured phase-gated delivery. Best for fixed-scope projects with strict sign-off processes.
🔀 Hybrid
Structured phases with iterative build cycles inside each phase. Best for complex enterprise projects.
🏢 Onsite
Our consultants embedded at your offices for close collaboration and change management.
💻 Remote
Fully remote delivery with structured check-ins. Best for cross-border or distributed teams.
🤝 Hybrid Delivery
Discovery and go-live onsite; build and testing remote. Most popular and cost-effective model.
Supporting Services

Everything that makes
implementation succeed

📊
Business Analysis & Scoping
Detailed requirements documentation, user story writing, process maps, and gap analysis — ensuring nothing is left to assumption before build begins.
🔄
Change Management
We manage the human side — communication plans, champion networks, resistance management, and adoption measurement using the Prosci ADKAR model.
🎓
End-User & Admin Training
Live sessions, virtual workshops, recorded content, custom Trailhead paths, and admin enablement — ensuring your team is confident from day one.
📈
ROI Planning
We define ROI metrics before go-live — cost savings, productivity gains, revenue impact — and measure technology impact against business outcomes, not just delivery milestones.
🗄️
Data Migration
Full data migration service — audit, cleanse, deduplicate, map, test, and load from CRMs, spreadsheets, legacy databases, and third-party systems.
🛠️
Managed Support & Evolution
Post-launch managed service — health checks, Salesforce release management, new feature enablement, and continuous improvement to keep your org ahead.
Start your project

Ready to get started?

Book a free discovery call — we'll scope your project and give you a clear picture of timelines and investment.

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