Insight into your current Salesforce setup
Your organization runs on Salesforce, but the shine has worn off over time. What started as an efficient engine now often feels like a burden. Users are reverting to Excel and new innovations are left on the shelf, simply because the environment has become too complex over the years.
This organic growth creates a patchwork of flows, customizations, and outdated settings that block further growth. You are stuck in your own configuration. To regain that innovative power, you need to identify where the architectural and functional bottlenecks are. We bring those facts to the surface.
Why technical debt holds your innovation hostage
A brake on AI and innovation
Quick workarounds from the past form a hard barrier for new integrations and AI applications. Your foundation no longer scales alongside your business ambitions.
Unpredictable system behavior
A lack of insight makes continued development risky. Adjustments that seem simple often trigger unforeseen errors in other parts of your setup.
Risks to security and data quality
Years of organic growth result in a proliferation of settings and permission sets. This directly impacts the stability of your integrations and creates unnecessary security risks.
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What this means for your organization
Loss of efficiency
- Users seek workarounds outside of Salesforce
- Manual work increases unnoticed
- The current configuration slows down your process
Rising costs and risks
- Maintenance becomes more complex and expensive
- Simple adjustments cause errors
- Increasing security risks for your data
Limited growth and innovation
- New innovations are left on the shelf
- Integrations become more complex
- The platform no longer grows with you
More than a technical analysis
A good analysis doesn’t just look at what has been built, but primarily at whether it still contributes to your organization. We bring technology, processes, and usage together into one clear picture.
Architecture and health
We analyze the structure of your Salesforce environment, identify technical debt, and detect performance issues, such as slow Apex code or inefficient flows.
Processes and configuration
We assess whether the setup still aligns with how your organization operates today and uncover where processes are actually hindering employees.
Integrations and data flows
We check the stability of connections and the quality of data flowing between systems, ensuring information remains reliable and usable.
Security and access management
We validate permissions and roles according to the principle of least privilege, ensuring data remains secure.
+28% hogere forecast-betrouwbaarheid binnen 4 maanden
De verbeterde forecast-betrouwbaarheid bij Vredo kwam niet voort uit één losse optimalisatie, maar uit een samenhangende Data & AI-aanpak binnen Salesforce. Diezelfde structuur is toepasbaar in iedere organisatie waar data strategisch wordt ingezet.
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Analysis of architecture, processes, and security
Analysis of architecture, processes, and security
To regain control over your environment, we examine the deeper layers of your Salesforce org. This is not a theoretical exercise, but a deep dive into the technology and usage of your platform. We look under the hood with a technical health check: we analyze performance, track down slow Apex code, and identify overdue maintenance.
At the same time, we validate the functional setup. We often see that processes have become frozen in the software, while the organization has since evolved its way of working. By reassessing the configuration against current business logic, we uncover where employees are being unnecessarily hindered by the system.
Integrations and the fluidity of your data
Salesforce is rarely an island. The value of your CRM stands or falls with the quality of the connections to, for example, your ERP or finance systems. During our scan, we therefore pay specific attention to your integrations. We check the stability of connections and the integrity of the data flowing back and forth. We verify whether permission sets are correctly configured according to the principle of least privilege, ensuring your data remains not only fluid, but also secure.
Van blinde vlek naar een feitelijke roadmap
The result of our analysis is a clear starting point. We separate the noise from the essence. Instead of a thick report that disappears into a drawer, we present a pragmatic recovery plan. This plan gives you the ammunition to set the right internal priorities and justify investments based on facts instead of assumptions. You transform an cluttered setup into a scalable foundation for future growth.
Strategische inzichten over inzicht in setups
Verdiep je in inzicht in setups
Ontvang het executive stappenplan voor een samenhangende strategie binnen Salesforce.
Jaäl Pekelder
Sales Consultant
From analysis to recovery
An analysis only has value if it leads to concrete improvement. Therefore, we translate insights directly into action.
Technical health check
We analyze the deeper layers, performance, and Apex code to identify technical debt.
Validation of the configuration
We test the setup against current business logic to remove process bottlenecks.
Integration and security check
We verify the stability of ERP connections and test permission sets against the principle of least privilege.
A pragmatic recovery plan
We deliver an understandable roadmap, distinguishing between quick wins and structural adjustments.
Prioritize based on facts
We provide the facts needed to justify future investments and set the right internal priorities.
Frequently Asked Questions
What is the difference between a technical health check and a process audit?
In a technical health check, we assess the ‘health’ of the system itself, such as code quality and performance. In a process audit, we look at whether the software’s configuration still optimally supports your employees in their daily tasks.
Which specific audit or scan do I need?
That depends on your pain point. If you are experiencing slowness or error messages, we start with a health check. If you feel the system is hindering your processes, a process-alignment scan is the right choice.
How much time does a scan require from my organization?
The turnaround time varies from a few days to two weeks, depending on the complexity of your environment. We aim to minimize the impact on your daily operations.
Will I receive a technical document or a concrete step-by-step plan?
You will receive both. We translate technical findings into an understandable roadmap, distinguishing between quick wins and long-term structural adjustments.
Do you also check the security of our data and connections?
Yes, a security audit is a standard component of our deeper scans. We check access rights and whether external connections meet current security requirements.
What exactly is technical debt?
Technical debt arises when quick ‘band-aids’ or temporary workarounds were chosen in the past instead of a structural configuration. While it saves time initially, you pay ‘interest’ later through higher maintenance costs, system slowness, and unexpected errors. Mapping and ‘repaying’ this debt is essential to make your platform future-ready.
