Strategic and Architecture Advisor
ADVISORY SERVICES
Business | Technology | Strategy
Strategic and architectural advisory for organizations using Salesforce to support complex business processes, growth, and change.
The work connects business needs, platform capabilities, delivery realities, and long-term organizational goals. Each engagement is designed to create clarity, reduce risk, challenge unnecessary complexity, and support scalable, maintainable, and sustainable solutions.
ADVISORY AS YOU NEED
Many organizations have an internal Salesforce team or work with an implementation partner, yet still require independent senior guidance for complex business, architectural, and delivery decisions.
Advisory support can be provided at specific decision points or as an ongoing engagement, helping leadership teams, business stakeholders, internal teams, and implementation partners remain aligned while protecting the organization’s long-term interests.
DISCOVERY WORKSHOP
A structured discovery process for Salesforce implementations, redesigns, or major platform changes.
The workshop focuses on understanding the real business need behind the requested solution, mapping processes and stakeholders, identifying gaps and dependencies, defining scope and priorities, and establishing the right delivery and architectural approach.
The result is a shared solution direction, clearer requirements, defined MVP boundaries, and a foundation for successful implementation.
FULL PROJECT
Independent strategic and architectural guidance throughout the implementation lifecycle.
Support is provided at critical project stages, including discovery, solution design, scope validation, architecture decisions, backlog review, governance, testing readiness, and go-live preparation. The goal is to identify risks early, prevent unnecessary complexity, and ensure that delivery remains aligned with the agreed business and architectural direction.
The work is carried out alongside the organization’s internal team and selected implementation partners.
CUSTOMER EXPERIENCE
Designing Salesforce around the complete customer relationship rather than isolated departments, processes, or data points.
The focus is on creating a meaningful and usable view of the customer, donor, member, partner, or volunteer across relevant business units. This includes defining the right data model, ownership, processes, interactions, and reporting needed to support better decisions and more consistent service.
ASSESSMENT
A structured review of the current Salesforce landscape, aligned with the organization’s business needs and future direction.
The assessment may cover solution architecture, data model, automation, security, permissions, integrations, governance, reporting, maintainability, user adoption, and technical debt. The outcome is a clear and prioritized set of findings, risks, and practical recommendations.
STRATEGIC PLANNING SESSION
A focused session designed to connect the organization’s current challenges with its long-term Salesforce vision.
Business goals, pain points, processes, dependencies, risks, and future needs are examined together.
The broader transformation is then translated into realistic phases, priorities, releases, and backlog items, creating a practical roadmap that supports both immediate progress and long-term growth.
Solution Architect at Salesforce.com Since 2014 and three Years at Partner company in Salesforce Ecosystem
Salesforce Certs | Sales, Service, Field Service, Community, Marketing, Admin & Developer
Agile Certs | Scrum Master & Product Owner