Salesforce Health Check

Are you getting the best from your platform?

What is the offer?

A rapid, structured 2–4 week engagement designed to assess and improve the health of your digital platform and delivery capability. This health check helps organisations at critical inflection points—before scaling, after MVP launch, or amid delivery strain—to build resilience, align to strategic goals, and unlock long-term value.

Key questions we can help you answer

Healthy
Platform

Is your digital product or platform healthy and scalable?

Strong
Operations

Do you have the right people, plan, and support model in place?

Smooth
Integration

Are your systems, workflows, and integrations working together smoothly?

Confident
Decisions

Can your data architecture and reporting support confident decisions?

Stakeholders
Aligned

Are your stakeholders aligned and change-ready?

Who is this for?

Companies that will most benefit from this health check will have one of the following:

  • Scaling an MVP or digital platform

  • Not optimising the use of their Salesforce platform

  • Managing a major rollout or transformation

  • Experiencing delivery fatigue, stakeholder misalignment, or integration issues

  • Seeking to optimise resourcing, architecture, and change management

The 6-Pillar Health Check Framework

Strategic Alignment & Change Readiness

  • Is there a shared vision and success definition?
  • Are change management efforts structured, inclusive, and future-focused?

System Architecture & Workflow Alignment

  • Is the platform sustainable, maintainable, and aligned to business processes?
  • Are workflows efficient and documented?

Resourcing & Operational Support

  • Is delivery sustainable or burning out key players?
  • Are support models, training, and team capabilities aligned to roadmap needs?

Integration Strategy

  • Are systems interoperable, automated, and robust?
  • Are there bottlenecks, rework loops, or hidden risks?

Data Architecture & Insights

  • Is data trusted, governed, and accessible?
  • Are metrics aligned to outcomes that matter?

Organisational Change Management

  • Is there local buy-in or only surface-level support?

  • Are feedback loops, champions, and narratives driving true adoption?

It All Starts With a free consultation!

It is better to have a discussion to ensure that we can provide you with a tailored experience, so book in some time by clicking on the button below or ask a question to the right.