Methodology

Diagnose. De-risk. Deliver. Evolve.

A Principal-Architect-led delivery model for Salesforce, Agentforce and Data Cloud programmes — engineered so business outcomes show up in quarters, not years.

STAGE 01 · 2 weeks · fixed price

Discover

A Principal Architect leads a diagnostic across stakeholders, org health, data landscape and target outcomes.

Artefacts delivered
  • Current-state assessment
  • Org health scorecard
  • Prioritised use-case backlog
  • Business case & ROI model
  • Executive readout
STAGE 02 · 3–4 weeks

Design

Solution blueprint, data model, integration map and Agentforce / AI guardrails signed off before build begins.

Artefacts delivered
  • Reference architecture
  • Data model & identity strategy
  • Integration & API design
  • Agent topics, actions & guardrails
  • Phased roadmap & governance
STAGE 03 · Iterative · agile pods

Deliver

Squads with a Principal Architect embedded, running two-week sprints with continuous demos, hypercare and change enablement.

Artefacts delivered
  • Working software each sprint
  • Automated test & eval harness
  • Enablement & change plan
  • Cutover & hypercare playbook
  • Go-live sign-off pack
STAGE 04 · Ongoing

Evolve

Managed services, evals and quarterly value reviews to compound the return and keep the org release-ready.

Artefacts delivered
  • Release management
  • Prompt & model evals
  • Adoption & value dashboards
  • Quarterly business reviews
  • Roadmap re-prioritisation
Principles

How we work, not just what we deliver.

Architect-led

A Principal Architect owns quality end-to-end — never a hand-off from sales to delivery.

Outcome-first

Every workstream traces to a P&L lever or KPI, not a feature list.

AI-native by default

Agentforce, Einstein and Data Cloud are designed in from day one — not retrofitted.

Governance from day one

Guardrails, evals, DLP and audit are engineered before scale, not after incidents.

Reusable accelerators

Blueprints and reference builds compress discovery and de-risk delivery.

Change built in

Enablement, adoption and comms tracked as core deliverables, not add-ons.

Start with a fixed-price diagnostic.

Two weeks. A Principal Architect. A defensible roadmap you own.

Book a discovery