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Services

Implement it. Review it. Govern it.

From a fixed-price assessment to a full implementation. Pick the path that matches where you are today. Every engagement is led by a certified Salesforce architect.

Book a scoping call How we engage

Implement

You are building, extending, or connecting Salesforce.

  • Salesforce Implementation

    Service Cloud, Sales Cloud, Experience Cloud and Agentforce, delivered in working releases.

    • First release planned for 4 to 8 weeks
    • Access designed first
    • Decision records

  • Health Cloud

    Patient and member records, care teams and care programs, with access designed for PHI.

    • Access built for PHI
    • EHR integrations

  • Financial Services Cloud

    Households, relationships and financial accounts, with the audit trail your compliance team expects.

    • Relationship model
    • Audit trail by design

  • Integration

    Salesforce connected to ERP, data platforms and the rest of your systems.

    • Dependency map
    • Named owners

  • Agentic Development

    AI agents draft the work. Scope sign-off before the build, an access and change review before release.

    • Architect review on every change
    • Code you own

Review

You are running an org and need an honest picture of it.

  • Org Access Assessment

    Who can reach what in your org, and how they got that access.

    • Ranked findings
    • Read-only access
    • Fixed price

  • Architecture Assessment

    A read-only review of your whole org across six frameworks.

    • Six frameworks
    • Roadmap
    • Fixed price

Govern

You need decisions owned over time, for people and for AI agents.

  • AI Agent Governance

    What your AI agents can reach and do, and the controls they run inside.

    • Scoped agent identities
    • Pre-release tests
    • Named sign-off

We work with nonprofits and associations, healthcare and HealthTech, financial services, federal, and other industries.

How we engage

Five ways to work with us.

Fixed outcomes where the requirements support them, time and materials where they do not. Most engagements start with an assessment or an implementation. Many continue as a retainer.

  • 2 to 4 weeks

    Fixed-scope assessments

    Architecture, access, integration or migration readiness, at a fixed price.

    See the assessments
  • 3 to 6 months

    Implementation programs

    New builds, migrations and modernization. First release planned for 4 to 8 weeks.

    See implementation
  • Ongoing term

    Fractional architecture

    Senior architecture ownership, part time, without a full-time hire.

    See fractional architecture
  • Monthly

    Advisory retainer

    A standing line to senior review once your org is in steady state.

    See the advisory tiers
  • Per contract vehicle

    Prime contractor subcontract

    Teaming partner or subcontractor on federal and state and local programs. NAICS 541512, 541511, 541519.

    Talk to us

Not sure where to start? Start with a call.

Talk to usOr book a 30-minute call (opens in a new tab)

We reply within one to two business days.