Strategic and Architecture Advisor
CHEN-LIV OZ
Strategic and Architecture Advisor
Chen-Liv Oz is an independent strategic and architecture advisor specializing in Salesforce and complex business transformation.
With extensive experience across business, technology, solution architecture, and delivery, she helps organizations turn complex needs into clear decisions, practical roadmaps, and sustainable solutions.
Her work connects the wider business picture with the details that determine whether a solution will succeed: processes, data, people, governance, architecture, implementation approach, and long-term ownership.
The advisory role is designed to support organizations at critical decision points, challenge unnecessary complexity, identify risks early, and ensure that Salesforce serves the business rather than becoming a limitation.
ABOUT THE ADVISORY SERVICES
Business | Technology | Strategy
Since 2012, Chen-Liv has worked across the Salesforce ecosystem, supporting organizations through solution architecture, digital transformation, platform strategy, implementation, and complex organizational change.
The advisory work connects business needs, technology capabilities, delivery constraints, and long-term goals. It provides organizations with an independent senior perspective when defining architecture, shaping an MVP, reviewing implementation decisions, establishing governance, or planning the next stage of platform growth.
The focus is not only on what can be built, but on what should be built, how it should support the business, and how it can remain manageable over time.
Clients
Who We’ve Worked With
UNITED HATZALA
Salesforce Scale
FIRST INTERNATIONAL BANK OF ISRAEL
Transition
INFOWISE SOLUTIONS
Product Development
TNUVA
Customer 360
AMPA
Go Digital
DATARAILS
Starting & Boosting
WEDO
Architecture Trusted Advisory
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MINISTRY OF COMMUNICATION
Digital Architecture
DIFFERENT SERVICES
Independent advisory within the Salesforce ecosystem
The service provides an experienced and objective perspective across business, strategy, architecture, and delivery.
Rather than replacing internal teams or implementation partners, the advisory role complements them by helping the organization examine assumptions, evaluate alternatives, identify risks, and maintain alignment between business objectives and technical decisions.
Engagements may range from a focused consultation or architecture review to ongoing involvement throughout a complex transformation or implementation.
Business
Understanding the business need before defining the solution.
The work begins with the organization’s goals, users, processes, challenges, and operating reality. Requirements are examined across business units to identify dependencies, clarify priorities, and ensure that Salesforce supports the broader organization rather than an isolated request.
The result is a solution direction that balances immediate needs, future growth, user experience, and long-term business value.
Technology
Applying a standard-first approach while making deliberate architectural decisions.
Salesforce native capabilities are used wherever they provide the right business and architectural fit. Custom development, integrations, and additional products are introduced only where they provide clear value and are justified by the organization’s needs.
The advisory process considers data architecture, automation, security, permissions, integrations, environments, maintainability, scalability, and the wider Salesforce ecosystem.
Strategy
Turning a broad transformation vision into practical decisions and achievable stages.
The organization’s current state, future direction, constraints, risks, and priorities are assessed together. Alternative solution paths are evaluated and translated into architectural principles, MVP boundaries, phased releases, and a realistic roadmap.
The aim is to provide management and delivery teams with the clarity needed to make informed decisions, focus investment, and maintain alignment throughout the transformation.