How we work

From the first conversation to launch.

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 project
01

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.

02

Define the solution

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.

03

Build and validate

Build in stages so you can review progress and try the important features. Test everyday tasks, permissions, data and failure cases with your team.

04

Release and hand over

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

What could work better
in your business?

Tell us what you want to build, connect or improve.

Discuss your project