Why Hire A Salesforce Fractional Architect
Vertical Industry, Platform Knowledge and Experience
Solution and Technical Architects bring knowledge, experience, and leadership skills to your business in alignment with your IT goals and budget. Architects also provide guidance and recommendations to ensure your IT department is delivering maximum value to your business.
Fractional: "A La Carte" Hours and Pricing
Many Salesforce business users can't or don't want to hire a full-time Architect. Our solution enables clients to select the best type of architect matching your requirements - and you choose the number of hours or engagements that fit within your budget.
Capabilities and Responsibilities
Salesforce Architects translate business processes into Salesforce functionalities. Focus is on maximizing Salesforce OOB (out of the box) features within your current Salesforce licensing contract to maximize your investment in the platform.
Audits, Assessments, Reviews, and Documentation
Architects regularly run Org scans, health checks, security risk assessments, license audits as well as maintain pre-determined client KPIs and overall platform goals. All of which are reviewed via scheduled cadence with department and executive stakeholders
Communication and Leadership
Architects are inquisitive & investigative - particularly around business processes, data and metadata. Communication and leadership skills are essential within a collaborative teamwork environment.
Future Planning, Road Mapping, AI-Enablement
Architects understand the current Salesforce Org configuration but keep an eye on future products & enhancements (such as AI). Strategic road-mapping, planning, and cadence ensure predictable budgetary planning & long-term user benefits.
Our Salesforce Fractional Architect Methodology
Step 1: IT and Salesforce Org Understanding
Understanding Your Current Overall IT Ecosystem and Salesforce Org:
- Review All Artifacts, Documentation, and Architecture
- Understand Active Salesforce Integrations
- Analyze Active Business Processes and Automations
- Perform Org Scan and Generate Data and Metadata Reports
- Conduct "Day in the Life" of a Salesforce User Workshops
- Document Tech Debt, User Impediments, Legacy Configurations and vs. OOB (out of the box) Features
Step 2: Client Business Goals and KPIs Alignment
Aligning and Establishing Client Goals enabling Long-Term Success:
- Build Relationships with IT and Business Stakeholders
- Identify Budget, Active Projects, IT and Business KPIs
- Join or Oversee Active Salesforce Implementation Projects
- Highlight Milestones, Successes, and Impediments
- Establish Regular Updates and Business Cadence
Step 3: Salesforce Solutioning Leadership
Joining and Complementing Your IT Department Teams and Projects:
- Become a Long Term IT Department Team Member
- Flexible Hours and Allocation Depending on Your Needs
- Validate Solutions, Project Goals, Resources, and Timelines
- Mentor and Guide Existing IT Team Members
- Champion New Platform Features and Enhancements
- Recommend Future Improvements and AI Enablement
Salesforce Fractional Architect Deliverables
Salesforce Org Analysis
Salesforce Active Projects
Salesforce Org Analysis
Deep understanding of your Salesforce Org data, metadata, features, processes, and integrations enables a road map for future Salesforce Org clean-up, configurations, future features enhancements, and overall hygiene.
Executive Summary
Salesforce Active Projects
Salesforce Org Analysis
We document, summarize and deliver an executive presentation during regular cadence schedule to help guide future business and data-driven decisions.
Salesforce Active Projects
Salesforce Active Projects
Salesforce Active Projects
Join active or planned Salesforce implementation projects with guidance, solution verification, confirmation, and hands-on deliverables.
Our Partners
