Project Audit & Assurance

Book now

Our Approach

We apply a structured, evidence-based framework that examines your Salesforce program across five assurance dimensions:

  1. Architecture & Design Integrity – Evaluates how well your org’s configuration, custom code, and integrations align with Salesforce best practices and scalability principles.

  2. Development & DevOps Maturity – Assesses sandbox hierarchy, CI/CD pipelines, version control, and deployment governance to identify bottlenecks and release risks.

  3. Data & Metadata Quality – Audits data hygiene, field usage, technical debt, and schema complexity to uncover inefficiencies that impact performance and AI readiness.

  4. Security, Permissions & Compliance – Reviews role hierarchies, sharing models, and field-level access to ensure adherence to least-privilege principles and regulatory standards.

  5. Process & People Alignment – Measures operational alignment between business units, administrators, and development teams, highlighting gaps in training, accountability, and ownership.

Audience attending a conference or presentation in a theater-style setting, with a speaker on stage and a large screen behind them, empty chairs lined up on stage.

What You Gain

  • A comprehensive Audit Report with quantitative risk scores, visual dashboards, and prioritized recommendations.

  • Executive-level insights connecting delivery inefficiencies to financial and operational impact.

  • Actionable remediation roadmap tailored for your organization’s governance model and growth objectives.

  • Confidence for transformation — knowing your Salesforce investments are optimized, compliant, and future-ready.

Two men in business attire shaking hands across a desk with documents and a pen, in an office setting.