Step one
Discovery: Creativity aligned with best practice
Most of the complexity in a process was built to support a work around or a problem that no longer exists, or needs to exist. In existing Salesforce orgs this translates to layers of accumulated Salesforce technical debt that quietly slow the business down.
Discovery is where we stop accepting it.
Before a single user story gets written, we map where information moves between teams and where it stops. We find the friction that's been normalised. We ask why things work the way they do — not to be difficult, but because the answer usually reveals something the requirements never would.
What you leave Discovery with:
- What's actually broken, why it matters, and what success looks like when it's fixed.
- Clarity on what needs to change - with Stakeholders aligned.
- A roadmap built around impact - Priorities agreed.
See how we run it
Collaborative workshops. We work closely with you, building one unified team. Jointly shaping the vision and defining clear, actionable user stories that we can build from.
Architecture & data strategy. We map how data actually moves through your systems, not how the documentation says it should. Because the gap between those two is usually where projects quietly go wrong.
Focus on value. Every technical decision gets judged one way: does it move adoption, enhance customer experience and support your core objectives.