Salesforce Solutions and AI Enablement
Maximizing your Salesforce.com and AI Investments
Salesforce Architect-Led Solutions
Salesforce Org Assessment
Delivering Our Unique Salesforce Org Assessment Solution:
- Data/Metadata Extraction and Analysis
- Tech Debt Identification and Recommendations
- User "Day in the Life" Experience and Enhancements
- Apps and Managed Packages Review and Usage
- Business Processes Automations
- Salesforce Cloud and License Audit
- Future Roadmap with Cadence
- Clouds and AI-Enablement Strategies
Salesforce Org Merge Solution
Consolidating and Streamlining Your Salesforce Orgs:
- Side-by-Side Org Compare and Contrast
- Data/Metadata Analysis and Remediation
- User Profiles, Roles, Security Unification
- Business Process Automation
- Establish "Single Source of Truth"
- Project Implementation Outline, Timeline, and Resources
- Salesforce Clouds, Licenses and Features Requirements
- AI Enablement Roadmap
Salesforce Fractional Architect
Guiding and Supporting Your Salesforce Initiatives:
- 10+ Years Salesforce Architect Experience
- Deep Vertical Industry Knowledge
- Specialized Salesforce Cloud Certifications
- Strong Leadership and Communication Skills
- Available to Join Active/Future Implementation Projects
- Client Geographic and Time Zone Availability
- AI Enablement Strategy and Roadmap
- "A La Carte" Hours and Pricing To Meet Your Exact Needs
AI Enablement Solution
Selecting and implementing the Right AI Platform for Your Business.:
- Choosing AI Platforms, Tools, and Agentic Solutions.
- Assess Your Current IT Landscape: ERP, CRM, Software, Cloud Apps, AI Platforms, and Integrations.
- Scan Your Salesforce Org and Generate Reports on Data, Metadata, Features, Functionalities, and Processes.
- Identify Technical Debt, Legacy Customizations and Configurations.
- Establish Security Baselines and Compliance Including: Guardrails, Hallucinations, Shadow AI, Data Leakage/Poisoning, Prompt Injection, LLM Input/Output Monitoring, Phishing, Malware , etc.
- Train Users on Proper Usage, Credit/Token Allowances, and Limitations.
- Evaluate Cost and Consumption-based Pricing (i.e. tokens) Within Your Budget.