Stay ahead of the competition, with a Salesforce set up optimized and primed for your business
Many organizations are realizing the potential and benefits offered in their Salesforce implementations. But in a world of continual change the risk of reaching threshold limits is high. This could lead to low performance, security issues and further costs – placing them even further from the latest features available.
We can resolve the issues with your Salesforce organization health check. Through careful assessment of your current setup, needs and future objectives, we will help you get very best out of your cloud platform services and keep you up to date with the latest features. That means more time to do what you do best, while having the increased agility to evolve alongside continual changes in your industry.
Businesses don’t always have time to take stock of their current set up and think of new ways to move forward with it, especially as features and integrations emerge all the time. Our certified Salesforce professionals will assess your organization’s health, comparing your implementation and configuration with Salesforce standards, and help you take the next steps vital to your success.
Many factors can affect a business’ health, from inaccurate design patterns to quick fixes. No business wants to go down the road to performance degradation or lack the ability to add new features when it’s critical. We can help you improve your Salesforce performance to keep user experiences up, as well as avoid undesirable drops in ROI
Security is an intrinsic part of the business function and should never be left to chance. The problem for many businesses is they don’t have the visibility they need when it comes to their vulnerabilities. We can help you implement the right dashboards and reports so you can check the integrity of your security settings, help you identify risks and recommend the best solutions to mitigate them.
Architecture is an evolving part of an organization’s success. Our expert consultants can help you understand your current architecture and provide recommendations of how you can modernize the entire platform. That means keeping everything updated with the latest features and integrations and getting the very best out of your setup moving forward.
With a growing supply of data, it’s critical to make sure you have enough storage and the right data management processes in place. That’s where our Salesforce experts excel. We can help you adopt a strategic approach to your data, using archive systems and a data cleanup strategy that’s aligned with the needs of your business – so you always have the information you need, where you need it.
It’s easy to lose sight of your Salesforce Org’s health, especially when everything is fast paced, and decisions need to be made quickly. Our team of developers and analysts are experts in providing comprehensive health check documentation. This means you have key information that can be utilized for accurate base reporting – ideal for periodic reviews of all of your data and metadata.
While your Salesforce licenses are assigned to users to enable them to function better in their roles, are all licenses really being utilized and creating the value you need them to? Our experienced analysts and consultants can find out for you and give you a breakdown of the licenses you need across the organization.
Real-time reporting is the way forward. With our help you can utilize customized reports to provide an up-to-the-minute overview of everything from user license utilization, what data has been created in any given day, and a view of any old or stale org reports no longer being used.
|Reports within||3 days||2 weeks||4 weeks|
|Data review||Reports for data created in a day|
|Data quality review & recommendations on cleanup opportunities|
|Data archival strategy|
|Documentation||Reusable Health check document|
|Metadata reviews||Code reviews|
|Security standards review|
|Workflows and process builder reviews|
|Current architecture reviews & recommendations|
|Modernization||Readiness check for classic to lightning migration|
|Integration options and Modernization opportunity recommendations|
|Performance Improvement solutions||Key problematic areas identification & solution|
|Optimized solutions for long-running processes|
|Users & licenses||User adoption reports|
Phani is the Chief Technology Officer, Imagine, at ValueLabs. As the CTO, Phani defines the Imagine product roadmap and oversees the Imagine portfolio of solutions. Prior to taking up this role, Phani served as the SVP of Strategy at ValueLabs.
A tech enthusiast by nature, Phani specializes in data and analytics. With a solid background in enterprise architecture and a business-first approach to technology, his years of experience allow him to design and deliver solutions that are simple yet powerful. In his 14 years with us, Phani has successfully implemented the agile approach to our business. His strength lies in his ability to drive towards a sustainable solution to any problem.
Ask him how he moves an innovative idea to an MVP in less than a sprint.
Krishna is the Chief Operating Officer at ValueLabs. As the COO, Krishna is responsible for overall strategic and operational excellence for the entire portfolio of ValueLabs’ offerings. Prior to taking up the COO’s role, he served as the SVP for Global Delivery at ValueLabs.
Krishna comes with over 19 years of experience in the tech world, with industry giants like MasterCard, Deloitte and GE Motors/Regal Beloit Corporation. A Six Sigma Green Belt certified practitioner, he specializes in the e-commerce space with a strong background in technology consulting, and expertise in areas of Micro services, Multi-tenancy, DevSecOps and Agile.
Ask him about our value system – PLUS and you will see the heart speaking and not the man.