Technical debt, automation, security, and data quality — assessed, not guessed at.
A health check gives you an honest, documented picture of where your org actually stands: automation conflicts across Flow and Apex, security and sharing gaps, unused Sales Cloud or Service Cloud licenses, and the architecture decisions quietly slowing your team down.
What this covers
Automation and Flow audit — conflicts, redundancy, and order-of-execution issues
Security and sharing model review
Data quality assessment across key objects
License utilization review across your active clouds
Technology in this practice area
Proof, not promises
Related work
Field Service Operations
Visualizing Field Service Capacity with a Zero-Cost Mapping Layer
Challenge
Dispatchers had no way to visually compare technician supply against appointment demand across service territories — just manual report cross-referencing, with no proactive way to catch understaffed regions before service levels suffered.
Approach
Built a custom Apex service layer aggregating technician counts and appointment volume per territory, rendered through a Lightning Web Component using Leaflet.js and OpenStreetMap — an open-source mapping stack that validated the concept with zero licensing cost.
Energy & Utilities
Automating Commission Import & Split Calculation
Challenge
An energy management firm processed monthly commission payments from multiple suppliers, each in a different CSV format, splitting them by hand across the client, up to three agents, and their own margin — slow, error-prone, with no audit trail or duplicate protection.
Approach
Delivered a custom Lightning Web Component with an Apex service layer that parses any supplier CSV format automatically, matches records to Salesforce via MPAN/MPRN, calculates every commission split server-side, and enforces a two-phase review-then-approve flow with duplicate protection at both the application and database level.
Salesforce practice
See the rest of our Salesforce practice.