Optimization
Clean up the clutter
Years of configuration and customization add up into a mountain of technical debt. User experiences that were state of the art 5 years ago now lag behind the times.
Whether it’s by overhauling a single interface or refactoring an entire system, we can help you create new business value without starting completely from scratch.
Optimization focal points
Process change
We start by understanding your business, so the center of focus is on the desired outcome, not the constraints created by the state of the system.
Refactor
Perhaps the system works well, but performance is not keeping up with growth. Salesforce continues to enhance its platform, and getting the best results can involve technical rework.
User experience
Salesforce has a wide range of capabilities that allow for engaging, user-friendly interfaces to be built. We can overhaul the UX and implement a Lightning or Skuid UI.
Re-architecture
Sometimes data model changes are required to support new technology initiatives. We can help align data, integration, and user flows under a new architecture.
Re-engagement
Enthusiasm about the system is key to adoption and efficiency. We engage users in the development process and show results as we build, creating excitement.
App rationalization
Accumulating third-party apps over time can create performance issues. We take a step back and see what works out of the box, what needs to be custom, and what can go.
Optimization
Private equity firm
Salesforce refresh
Salesforce was configured a long time ago for a private equity firm, and users weren’t getting value out of the system anymore. We mapped the new business processes and re-implemented key use cases, getting users excited about the system again.