Services - Architecture

Start with a blueprint, not guesstimate.

Our Discovery & Architecture engagement gives you the clarity, confidence, and technical plan to build Salesforce right the first time.
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Strategic Clarity, Not Hand-Wavy Plans

We map what the business actually needs, then define what the tech should actually do.

No Black Box Architecture

Every step, tool, and license is documented, so you know exactly what’s going in and why.

From Vision to Viable

Get a scoped, sequenced roadmap with real pricing, delivery estimates, and total cost of ownership.

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Too many Salesforce projects start with vague requirements and end with finger-pointing, scope creep, and technical debt.

We’re not about that. Discovery & Architecture is our way of slowing down (just enough) to get it right. We dig into your goals, interview stakeholders, map the customer journey, and translate it all into a concrete, technically sound architecture—one that aligns with your business, not just Salesforce’s latest features. You’ll walk away with everything needed to build with confidence and avoid expensive do-overs.
Benefits

Here’s what we can promise you.

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Business-Driven Requirements
We don’t just gather specs—we translate business needs into functional user stories that matter.
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Real-World Architecture
Get diagrams, documentation, and sequencing that show how it all fits together—without over-engineering.
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Transparent Resourcing & Licensing
No sticker shock. We outline roles, costs, licenses, and long-term staffing considerations up front.
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Ready-to-Build Roadmap
Whether you work with us or someone else, your implementation team will know exactly where to start—and how to succeed.
3 Essential Salesforce Hacks

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What Do People Say About Us?

We love our clients...
it's nice to see they love us back.
Process

Our recipe for success Is Simple.

Guidance for growth drives all our services, offering strategic direction beyond simple implementation to help companies reach their next level.

1
Book a Discovery Call
We’ll talk through your business goals, existing systems, and key questions.
2
Align on Scope
We’ll scope the discovery work, outline deliverables, and agree on timelines.
3
Run Discovery & Deliver
You get a full requirements backlog, system architecture, implementation roadmap, and clear documentation for next steps.
Design it right. Build it once. Scale it forever.
Discovery & Architecture helps you avoid costly overhauls and position your project for sustainable, scalable success.
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How long does a Discovery & Architecture engagement take?
Typically 3–5 weeks depending on complexity. We’ll define a fixed timeline during the scoping phase.
You’ll receive a full implementation roadmap, requirements backlog (user stories), architectural diagrams, licensing needs, cost estimates, and long-term staffing recommendations.
Not always—but if you’re planning anything more than a basic config, this dramatically increases the chance of on-time, on-budget delivery.
Absolutely. The deliverables are designed to be plug-and-play for any qualified Salesforce partner or internal dev team.
Yes—when relevant. We tailor discovery to your priorities, including stakeholder interviews, customer journey mapping, and competitive analysis if needed.
Architecture

Frequently asked Questions