Technology
Service
CRM Implementation
Build it to last. Connect it to everything.
Delivery that holds up after the launch party: a clean object model, automation someone else can read, integration designed for the day the other system is down, and documentation that makes the handover real.
- Proven delivery methodology
- Salesforce best practices
- Designed for failure modes
- Documented for handover
Advantage:
Tangible Outcomes
Agentforce · Data · Salesforce
It is the second year: the automation nobody dares change, the integration that silently drops records, the field whose meaning three teams disagree about. Almost all of that is decided during implementation, by choices that felt small at the time.
We deliver incrementally against a design that has been reviewed, keep the automation legible, treat integration failure as a normal condition to be handled, and leave documentation good enough that the next change does not start with reverse engineering.
Scope
What we deliver
Solution design
A design reviewed before it is built, covering the object model, sharing, automation approach and the decisions that will be hard to reverse.
- Object model and relationship design
- Sharing and visibility architecture
- Automation approach and boundaries
- Reversibility assessment for key choices
Configuration and development
Declarative where declarative is right, code where it is not, and a clear rule for telling the difference — applied consistently rather than per developer preference.
- Flow, rule and layout configuration
- Apex and LWC where warranted
- Naming and structure conventions
- Test coverage that tests behaviour
Integration
Connections designed around the failure modes: retries, ordering, duplication and the case where the other end is simply unavailable.
- API, event and middleware patterns
- Retry, ordering and idempotency design
- Error surfacing and reprocessing
- Contract and version management
Data migration
Migration treated as its own project, with reconciliation you can show an auditor and a rehearsed path back.
- Mapping and transformation rules
- Cleansing and de-duplication
- Rehearsed cutover and rollback
- Row-level reconciliation evidence
Release and environment management
A repeatable path from development to production, so releases stop being events that require the whole team present.
- Environment and sandbox strategy
- Source-controlled deployment
- Regression checks before release
- Release runbook and rollback
Handover and adoption
Documentation, enablement and a defined support transition — the difference between a system your team owns and one they merely operate.
- Architecture and decision records
- Admin and end-user enablement
- Support model and escalation
- Explicit exit criteria
How we deliver
Step 1
Discover
Process, data and integration reality confirmed against what the requirements assume.
Step 2
Design & review
Design documented and challenged before build, with the irreversible decisions called out.
Step 3
Build in increments
Working increments delivered and demonstrated, each one independently verifiable.
Step 4
Cut over & hand over
Rehearsed cutover, reconciliation evidence, documentation and a defined support transition.
What good looks like
What good delivery leaves behind
A system that can change
Automation and structure legible enough that the next change is a task, not an investigation.
Integration that degrades safely
Retries, ordering and error surfacing designed in, so an outage elsewhere does not lose your records.
Migration you can evidence
Row-level reconciliation and a rehearsed rollback, rather than a hopeful cutover weekend.
Boring releases
A repeatable, source-controlled path to production with regression checks before each release.
Decisions on record
Architecture and decision records that explain why, not just what was built.
A team that can hold it
Enablement and a defined support model, with explicit criteria for our exit.
Have a build that needs to survive its second year?
Tell us the scope and the constraints and we will come back with a design approach and an honest view of the risks.