Notes
Read first. Then decide.
The first week is in the org, reading what already exists. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Where to start
Find the decision you are stuck on.
- Technical GuidesSalesforce Implementation Best PracticesPlanning, objects, and what to refuse before you write Apex.Guide
- Technical GuidesSalesforce Data Migration StrategySource, mapping, and the week the old system is allowed to die.Guide
- Technical GuidesSalesforce Integration PatternsReuse when it is real. A pipe when it is not.Guide
- Technical GuidesSalesforce Security and ComplianceSharing, identities, and what an auditor would ask.Guide
- Technical GuidesSalesforce Performance OptimizationQueries, limits, and the org that got slow.Guide
- Partner SelectionHow to Choose the Right Salesforce PartnerThe selection criteria that predict delivery, and the red flags worth walking away from.15 min read
- Partner SelectionSalesforce Partner Evaluation FrameworkStructured approach to evaluating partners including scorecards, interview questions, and reference check templates.20 min read
- Partner SelectionPartner Selection Criteria ChecklistDetailed criteria covering certifications, experience, methodology, and cultural fit factors for partner selection.12 min read
- Evaluation50 Questions to Ask Your Salesforce ConsultantEssential questions covering technical expertise, project approach, pricing, and support to ensure the right fit.18 min read
- StrategySalesforce Partner vs In-House Team AnalysisDetailed comparison of costs, benefits, risks, and scenarios where each approach makes the most sense.16 min read
- RecoveryFailed Salesforce Project Rescue GuideStep-by-step recovery strategies, root cause analysis, and turnaround approaches for struggling implementations.22 min read
- AI Partner SelectionChoosing an AI implementation partnerEvaluation criteria covering technical depth, governance maturity, integration competence, and security posture for vetting AI consulting firms.9 min read
- AI Partner SelectionChoosing an AI implementation partner in the UAEFive kinds of AI partner in the UAE compared, ten questions on PDPL, DIFC, Arabic and WhatsApp, and the red flags.8 min read
- AI Partner SelectionAI Partner Evaluation FrameworkA five-dimension scorecard for comparing AI vendors on technical depth, governance, integration, security, and delivery discipline.11 min read
- AI Partner Selection40 Questions to Ask Your AI Implementation PartnerSharp questions covering architecture, security, governance, integration, pricing, and accountability, organized by category.11 min read
- AI StrategyAI Implementation Partner vs In-House TeamA balanced cost, speed, and risk comparison with a scenario-based decision table for when each approach wins.10 min read
- AI RecoveryFrom AI Pilot to ProductionWhy most AI pilots stall, a four-mode diagnostic framework, and the rescue sequence to get one to production.10 min read
- AI Technical GuidesClaude Enterprise Deployment GuideArchitecture options, SSO and SCIM setup, data residency, and a practical rollout sequence for deploying Claude.11 min read
- AI Technical GuidesModel Context Protocol (MCP) in ProductionWhat MCP is, the governance risks of agent connectors, and concrete controls for least-privilege access and audit logging.11 min read
- AI Technical GuidesEnterprise AI Governance PlaybookEU AI Act, NIST AI RMF, ISO 42001, and DIFC Regulation 10 explained in plain terms, with a starter checklist.13 min read
- AI Technical GuidesPrompt engineering for businessA governed, repeatable prompt practice for teams: shared libraries, role-specific patterns, and an evaluation process.11 min read
- AI StrategyDecision notesSix short notes on the calls that decide an agent programme. One claim each, one thing we would refuse.6 min read
- Partner SelectionSalesforce Partner Selection ChecklistTwelve due-diligence criteria for evaluating Salesforce implementation partners before you sign.8 min read
- Technical GuidesSalesforce Ecosystem GuideHow the Salesforce clouds, products, and integrations fit together when you are choosing a stack.20 min read
- Technical GuidesSalesforce Integration Best PracticesPatterns for connecting Salesforce to the systems that must stay the source of truth.15 min read
- ROI & StrategySalesforce Licensing GuideHow to map seats and editions to the work, not to last year’s quote.14 min read
- Implementation Best PracticesSalesforce Maintenance GuideRelease discipline, tech-debt checks, and support habits after go-live.14 min read
- Implementation Best PracticesCustomization vs ConfigurationWhen to configure, when to customize, and what that choice costs later.12 min read
- Implementation Best PracticesChange Management Best PracticesAdoption work that belongs in the project, not as a slide after go-live.16 min read
- Technical GuidesSalesforce Security Best PracticesOperational security checks for Salesforce orgs: sharing, identities, and review.18 min read
- Implementation Best PracticesSalesforce User Adoption StrategiesHow teams actually start using the org after training week is over.14 min read
- ROI & StrategySalesforce ROI Calculator GuideWhat a defensible ROI model needs: units, assumptions, and what not to invent.12 min read
- Technical GuidesSalesforce Data Governance GuideOwnership, quality, retention, and the records an agent would be allowed to see.16 min read
- AssessmentsFree Salesforce AssessmentA scoped look at the org, the process, and whether Salesforce or an assembled AI stack is the next step.Request
- AssessmentsSalesforce Health CheckSecurity, performance, and technical debt — named, not guessed.Request
- AssessmentsRescue a stalled Salesforce or AI pilotAssess in 48 hours, then finish, cut, or rebuild. No invented rescue count.Request
After the reading
When reading stops helping.
- 01Week 1 in the orgWe read what already exists before anyone adds a cloud.
- 02Written noteWhat is worth fixing, what is worth finishing, and what is not. Not a dashboard.
- 03Fixed scope and priceWe can fix-price a named, scoped piece once the process is clear. We will not fix-price a rescue we have not assessed.
- 04BuildWe implement around the process you already run.
- 05We stayAfter go-live, a person stays on the exceptions.
The brief