When do you need a custom Project?
An implementation project is the path when your operation has needs that require custom design, deep integration, or volume that exceeds standard solutions.
Complex integrations
Connection with ERP, enterprise middleware, bidirectional APIs, and multi-system orchestration with robust error handling.
Advanced automated processes
Multi-system orchestration, async processing, batch jobs, and cross-cloud automation that exceed declarative configuration.
High user volume
Hundreds or thousands of users require progressive rollout, role-based training, and measurable adoption strategy.
Significant custom development
Full applications in Apex and LWC, managed packages, reusable frameworks, and architecture that scales with your business.
Multi-system data migration
Migration from multiple sources with data transformation, cleanup, integrity validation, and source-to-target reconciliation.
Coordinated multi-cloud
Two or more Salesforce clouds in a single project — Sales + Service, Service + Field Service — with unified data architecture.
Scope by Salesforce cloud
Each Salesforce cloud has different typical scope, modules, and integrations. Explore what a project includes per cloud.
Key modules
Advanced opportunity and pipeline management
Territory Management and account assignment
Forecasting and executive reporting
CPQ (Configure, Price, Quote)
Einstein Analytics for sales
Typical integrations
ERP (SAP, Oracle, Dynamics) — orders and billing
Marketing Automation — lead scoring and nurturing
Corporate BI — unified dashboards
Process complexity
Multi-level approval processes, territory-based discount rules, renewal automation, and complex contract management with multiple product lines.
Hybrid methodology: structure + agility
We combine the predictability of phases with the flexibility of sprints. Each phase has approval criteria — you decide when to move forward.
Discovery
Requirements workshops, as-is/to-be process mapping, data audit, integration assessment, stakeholder analysis, and initial change management plan. You approve the Discovery document before moving forward.
Discovery Document · Process Maps · Requirements Matrix · Stakeholder Analysis · Roadmap
Solution Design
Data model, security architecture, integration specifications, Lightning wireframes, test plan, and change management and communication strategy. We design the complete solution before writing a single line of code.
Solution Design Document · Data Model · Security Matrix · Estimated Backlog
Iterative Build
2-week sprints with adapted Scrum. Declarative configuration, Apex/LWC development, integrations, and automations. Demo every sprint — you see tangible progress every 2 weeks.
Functional Configuration · Code with 85%+ coverage · Integrations · Release notes
Testing & UAT
System, integration, and performance testing by our QA team. Then UAT with your key users using real scenarios from your operation. In parallel, we prepare training materials and design role-based sessions. Zero critical defects before moving forward.
Executed Test Plan · Defect Report · UAT Sign-off · Training Materials
Migration & Go-Live
Train-the-Trainer and role-based training before launch. Validated and reconciled data migration, production deployment with cutover plan, smoke tests, go-live communication, and user activation. Includes rollback plan — there's always a plan B.
Training Completed · Migrated & Reconciled Data · Cutover Plan · Go-Live Checklist · Rollback Plan
Hypercare & Stabilization
Intensive post go-live support with accelerated SLA. Continuous monitoring, rapid incident resolution, configuration adjustments, training reinforcement, and adoption measurement until operations are stable.
Active Monitoring · Resolution SLA · Adoption Metrics · Knowledge Transfer · Closure Report
You approve each phase before moving to the next. No surprises.
Your investment is protected
Every project includes post go-live Hypercare and warranty on everything delivered. We don't implement and disappear.
Post go-live Hypercare
Intensive support period immediately after production launch. Your team has dedicated backing while operations stabilize.
- Support with accelerated SLA during the critical first weeks
- Proactive monitoring of system, integrations, and performance
- Priority incident resolution and configuration adjustments
- User accompaniment during their first days with the system
- Knowledge transfer to internal team before closing
Post-delivery warranty
Warranty period covering all delivered work. If something we built doesn't work as approved, we fix it at no additional cost.
- Defect correction in delivered functionality, code, and configuration
- Coverage for integration issues within the project scope
- Critical defect restarts the warranty period for the affected functionality
- Clear criteria: if it was approved in UAT and fails in production, it's warranty
Warranty does not cover new requirements, changes requested after go-live, or errors caused by client modifications in production.
Implementation isn't enough — they need to actually use it
Adoption is what turns your Salesforce investment into real results. We include training and support from day one.
Train-the-Trainer
We train your super users to be the first level of internal support. They know your operation — we turn them into Salesforce experts.
Role-based training
Specific sessions for each profile: sales, service, field operations, management. Each user learns exactly what they need for their daily work.
Materials & guides
Step-by-step manuals, key process videos, and quick reference guides. Documentation your team can consult at any time.
Adoption metrics
We measure actual usage: login frequency, records created, data completeness. If adoption drops, we act before it becomes a problem.
Senior team dedicated to your project
We don't assign juniors to implementation projects. Every role is filled by certified consultants with proven Salesforce experience.
Project Manager
Schedule, risks, budget, and stakeholder communication. Your main point of contact throughout the entire project.
Service Manager
Service governance, escalations, client satisfaction, and cross-team coordination.
Salesforce Architect
Technical solution design, architecture decisions, code review, and quality gates. Certified with multi-cloud experience.
Functional Consultants
Functional configuration, process mapping, user stories, validation, and UAT accompaniment.
Developers
Apex development, Lightning Web Components, API integrations, and advanced automation with clean, testable code.
DevOps & QA
Environment management, deployment pipelines, automated testing, and quality assurance on every release.
Training & Adoption
Adoption plan design, role-based training, reference materials, and post go-live usage measurement.
Experience in high-complexity industries
We're not generalists. We specialize in industries where field operations, customer service, and asset management are critical.
Utilities & Energy
Crew management, preventive infrastructure maintenance, scheduling thousands of work orders, and regulatory compliance.
Field Service + Service CloudWater & Sanitation
Massive field operations, distributed asset management, meter reading, and customer service with regulated SLAs.
Field Service + Service CloudTelecommunications
Field installations and repairs, omnichannel contact center, contractor network management, and multi-tier technical escalation.
Service Cloud + Field ServiceInsurance & Assistance
Assistance service dispatch, provider network, claims management, and real-time contractual SLA tracking.
Service Cloud + Field ServiceOil & Gas
Critical equipment maintenance, regulatory inspections, work permit management, and remote location operations with offline capability.
Field ServiceManufacturing
Post-sale technical service, warranty management, industrial equipment maintenance, and factory-to-field operations coordination.
Service Cloud + Field ServiceWe also serve: Real Estate · Banking & Financial · Retail · Consumer Goods