Start from the problem you need solved

The business problem

Customer data is spread across spreadsheets, inboxes and an outdated CRM. Pipeline visibility is poor, follow-ups slip, and leaders cannot trust the numbers.

Our proposed solution

Design a Salesforce data model around your real sales and service process, migrate and clean historical data, and automate the routine steps so the CRM becomes the easiest way to work.

Technologies involved

• Sales Cloud
• Service Cloud
• Salesforce Flow
• Data migration tooling

Business benefits

• A single, trusted record for every customer
• Pipeline and service reporting leaders can rely on
• Less manual data entry for frontline teams

Implementation approach

1. 1Discovery workshops and process mapping
2. 2Data model and security design
3. 3Iterative configuration with user feedback
4. 4Data migration with reconciliation
5. 5Training, launch and hypercare

The business problem

Teams spend hours triaging requests, copying data between systems and chasing approvals. Work queues grow and response times suffer.

Our proposed solution

Automate rules-based steps with workflow tools, and add AI where judgment is needed — classifying requests, extracting data from documents and drafting responses for human review.

Technologies involved

• Salesforce Flow
• Power Automate
• LLM APIs
• Intelligent document processing

Business benefits

• Faster handling of routine requests
• Consistent, documented processes
• People freed for higher-value work

Implementation approach

1. 1Process discovery and opportunity scoring
2. 2Pilot on one high-volume workflow
3. 3Human-in-the-loop design for AI steps
4. 4Measure, refine and scale

The business problem

CRM, ERP, finance and collaboration tools do not talk to each other. Staff re-key data, records drift out of sync, and nobody is sure which system is right.

Our proposed solution

Define a system of record for each data domain, then build monitored API, event-driven or scheduled integrations with clear mappings and error handling.

Technologies involved

• REST and SOAP APIs
• Middleware
• Webhooks
• Platform Events

Business benefits

• Data entered once, available everywhere it is needed
• Fewer reconciliation errors
• Integration issues detected early

Implementation approach

1. 1Integration landscape mapping
2. 2Pattern selection and architecture
3. 3Build, test and monitor each flow
4. 4Runbooks and handover

The business problem

Customers wait on email for simple answers, partners lack visibility into deals and orders, and service agents lack context when they pick up a case.

Our proposed solution

Combine portals, connected service tooling and AI-assisted support so customers can help themselves and agents see the full picture.

Technologies involved

• Experience Cloud
• Service Cloud
• Knowledge assistants
• Custom portals

Business benefits

• Self-service for common requests
• Agents equipped with full customer context
• Consistent experience across channels

Implementation approach

1. 1Customer journey mapping
2. 2Portal and service design
3. 3Knowledge and AI enablement
4. 4Launch with feedback loops

The business problem

Every team has its own version of the numbers. Reports are built by hand each month, and decisions wait on spreadsheets.

Our proposed solution

Consolidate data through governed pipelines, agree shared definitions, and deliver dashboards and scheduled reporting built around real decisions.

Technologies involved

• ETL / ELT pipelines
• Data warehouses
• BI dashboards
• Salesforce reporting

Business benefits

• One agreed version of key metrics
• Reporting that updates itself
• Faster, better-informed decisions

Implementation approach

1. 1Define key questions and metrics
2. 2Source analysis and data quality review
3. 3Pipeline and model build
4. 4Dashboard delivery and adoption

The business problem

Critical systems run on aging technology that is hard to change, expensive to host and risky to maintain as knowledge leaves the organization.

Our proposed solution

Assess each application, choose the right path — rehost, refactor or rebuild — and modernize incrementally so the business keeps running throughout.

Technologies involved

• AWS
• Azure
• React / Next.js
• Node.js
• .NET
• APIs

Business benefits

• Lower maintenance risk
• Faster delivery of new features
• A platform ready for integration and AI

Implementation approach

1. 1Portfolio and code assessment
2. 2Target architecture and roadmap
3. 3Incremental migration
4. 4Decommission legacy components

The business problem

Paper forms, email approvals and manual tracking slow everything down and make it hard to know where any request stands.

Our proposed solution

Map and simplify the current process, then digitize it end-to-end with forms, approvals, notifications and status tracking in the tools your teams already use.

Technologies involved

• Salesforce Flow
• Power Automate
• Online forms
• Scheduling tools

Business benefits

• Clear status for every request
• Fewer delays from manual handoffs
• An audit trail for every decision

Implementation approach

1. 1Process walkthroughs with the people who do the work
2. 2Simplify before automating
3. 3Build and test digital workflow
4. 4Roll out with training

The business problem

Leadership wants to use AI, but it is unclear where to start, how to protect data, and how to move beyond experiments.

Our proposed solution

Assess readiness, prioritize use cases, put governance in place, and deliver a first production use case grounded in your own data with human oversight.

Technologies involved

• LLM APIs
• Retrieval-Augmented Generation
• Azure AI
• Agentforce-related solutions

Business benefits

• A clear, prioritized AI roadmap
• Guardrails for privacy and security
• A first use case delivering real value

Implementation approach

1. 1AI readiness assessment
2. 2Use case prioritization
3. 3Governance and architecture
4. 4Pilot, evaluate and scale