Understand the work
Review the business process, users, existing systems and data. Identify what needs to change, what should remain and which constraints affect delivery.
How we work
A project needs a clear outcome, an agreed scope and people who can validate the result. We take Salesforce, application and integration work from discovery through testing and release, with review points that let you make decisions before the next stage.
Discuss your projectReview the business process, users, existing systems and data. Identify what needs to change, what should remain and which constraints affect delivery.
Agree the first release, responsibilities, dependencies and acceptance criteria. Map integrations, access and migration, including the data and decisions your team must provide. Estimate the work against that scope and record how new requirements will affect timing and cost.
Build in stages so you can review progress and try the important features. Test everyday tasks, permissions, data and failure cases with your team.
Rehearse data migration and deployment, agree the go-live decision and prepare a fallback plan. Confirm training, documentation, access to the delivered work and the owner of each system. Define the initial support period, how issues are raised and which future changes need a separate estimate.
OOB Consulting
Tell us what you want to build, connect or improve.
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