Our Health Check Process

Business Priority Review

We take time to clearly understand your key stakeholder business requirements and what impact you want the project to have on your business. Then all parties agree what outcomes are required for the project to be considered a success.


Then we agree the 5 most important KPIs that will make a real difference to your business, measuring performance on each of the 5 agreed KPIs before the project starts so we have a “baseline” to work from.

Plan and Build

This is where we get busy. Once the project scope and statement of work is agreed our team will start the process of implementation, keeping your stakeholders informed at each key stage of the build phase.


A comparison of your priorities versus what you have today.

Typical improvements

Salesforce customers on average experienced the following improvement after they implemented Salesforce.


A list of our findings and recommendations to get you on track to achieve your business goals.

Sample Salesforce Reports

Sample Salesforce Reports and Dashboards that you should adopt to drive better team behaviour and performance to progress in your business.

Applicable solutions

A list of applicable solutions that can speed up your journey to business success.