Structured Packages
Not every project needs a six-month engagement. These packages deliver clear, actionable results in weeks — and often uncover the work that matters most. Pricing is scoped per engagement after a discovery call.
Book a Call
Quick chat to confirm the package fits your situation
We Scope It
Clear SOW with deliverables, timeline, and pricing
We Deliver
Work begins within a week, regular updates throughout
You Decide
Review the findings and choose what to action next
Salesforce Health Check
Know exactly where your org stands
A comprehensive audit of your Salesforce org covering security, automation, code quality, data model, team structure, and technical debt. You get a scored report with prioritised recommendations — so you know exactly what to fix first and what can wait.
Ideal For
Organisations that have been on Salesforce for 2+ years and suspect they've accumulated technical debt, or companies that have inherited an org from a previous team and need an independent assessment.
What You Get
A clear, actionable roadmap for improving your Salesforce org — with priorities based on business impact, not just technical preference.
Deliverables
- Security & sharing model review
- Automation audit (Flows, Process Builders, Workflow Rules, Apex triggers)
- Code quality assessment with governor limit risk analysis
- Data model review & relationship mapping
- Team structure & ways of working assessment
- Technical debt scorecard (Red / Amber / Green)
- Prioritised recommendations report with effort estimates
- Executive summary for stakeholders
Flow Audit & Optimisation
Untangle your automation before Salesforce does it for you
Salesforce is retiring Workflow Rules and Process Builders. If your org has dozens (or hundreds) of legacy automations, this audit maps everything, identifies conflicts, and creates a migration plan to modern Flow — before things start breaking.
Ideal For
Orgs with a mix of Workflow Rules, Process Builders, and Flows that have grown organically over time. Especially urgent if you're seeing unexpected automation behaviour or hitting governor limits.
What You Get
A documented migration path from legacy automation to modern Salesforce Flow, with clear priorities and no surprises.
Deliverables
- Complete inventory of all automations (Workflows, Process Builders, Flows, Apex triggers)
- Dependency map showing which automations interact
- Conflict & redundancy identification
- Migration plan: what to consolidate, retire, or rebuild
- Effort estimates for each migration item
- Risk assessment for the transition period
CI/CD Implementation
Stop deploying with change sets and start shipping with confidence
If your team is still using change sets, deploying manually, or doesn't have a branching strategy — this engagement gets you set up properly. We design and implement a CI/CD pipeline tailored to your team size, org complexity, and release cadence. Source control, automated testing, branching strategy, and deployment automation — all rolled out with your team, not just handed over in a doc.
Ideal For
Salesforce teams that have outgrown change sets, organisations with multiple developers working in the same org, or anyone who's had a bad deployment and doesn't want it to happen again.
What You Get
A working CI/CD pipeline your team can use from day one — with the training and documentation to keep it running independently.
Deliverables
- Git repository setup with SFDX project structure
- Branching strategy design (tailored to your team)
- CI/CD pipeline configuration (GitHub Actions or similar)
- Automated test execution in pipeline
- Sandbox strategy & environment management plan
- Developer onboarding guide & training session
- Deployment runbook for your team
Common Questions
How is pricing determined?
Each engagement is scoped after a discovery call. We'll discuss your specific situation, agree on deliverables, and provide a clear quote in the SOW before any work begins. No surprises.
What happens after the audit/assessment?
You get a clear report with prioritised recommendations. Most clients then engage us to implement the top-priority items — but there's no obligation. The report is yours to action however you choose.
Do I need to prepare anything?
Just Salesforce org access (admin-level for Health Checks, read access minimum for others) and a 30-minute kickoff call to understand your context. We handle the rest.
What if my situation doesn't fit these packages?
These packages cover the most common needs, but every org is different. Book a free discovery call and we'll figure out the right approach together — whether that's a modified package or a custom engagement.
Not Sure Which Package You Need?
Book a free 30-minute call. We'll look at your situation together and recommend the right starting point.