Create a
Shared Vision
Understand the issues you face and their impact on your business, patients, or partners to keep your team focused on the big picture.
- Exploratory InterviewsWe'll interview key stakeholders to gather a needs assessment and summarize it into a vision statement.
- Established ObjectivesWe'll document key objectives that establish a clear path to the vision


Establish Criteria
For Success
Success can only be measured if it's defined.
- Success, DefinedWe'll recommend and document the success criteria of your Salesforce project.
Get Expert
Guidance
With a clear understanding of your vision and success criteria, we get to work on the deliverables.
- Visual DocumentationClearly illustrated, visual depictions of each recommended process
- Ecosystem DiagramsDetailed technical diagrams the recommended platform infrastructure
- TimelineAccurately assess the expected project timeframe
- Complete SOWClear outline of project scope, goals, deliverables, and expectations
