A clear implementation plan
Agreed business requirements, scope, responsibilities, milestones, and acceptance criteria.
New Implementations
A strong start.
Built around your business.
Salesforce and Certinia implementations, from business requirements and solution design through configuration, integration, data migration, and go-live.
When it’s time
Start with the business.
Build for the people.
Whether you are introducing Salesforce, implementing Certinia, or connecting both for the first time, we shape the solution around your goals and the teams who will use it. Clear scope, practical design, and hands-on delivery create a path from the first decision to everyday use.
- You are adopting Salesforce or Certinia for the first time.
- You need to replace disconnected systems or manual processes.
- You want a delivery partner to take the implementation from planning through go-live.
What you receive
A concrete starting point.
A connected solution
Configuration, integrations, migrated data, and reporting designed around the workflows your teams need.
Readiness for everyday use
User testing, training, go-live preparation, and an agreed approach to stabilization and handover.
How we work
From understanding
to action.
01
Define the outcomes
Understand your business goals, workflows, stakeholders, and requirements. Agree priorities and what a successful implementation means.
02
Design and build
Design the solution, configure the platforms, and develop agreed integrations and extensions. Review progress with your team as the solution takes shape.
03
Migrate and validate
Prepare and migrate the agreed data, test the connected workflows, and confirm that the solution meets the acceptance criteria with your users.
04
Launch and stabilize
Prepare users and owners for go-live, support the transition, and agree how ongoing support and improvements will be managed.
Good questions
Before we begin.
Do you implement Salesforce and Certinia separately?
Yes. We can implement either platform or connect both in one engagement. Scope follows your business needs and existing environment.
Can you handle integration and data migration?
Yes. We define the required system connections, data ownership, migration scope, and validation approach as part of the implementation.
What if our implementation is already underway?
We can assess the work completed and the remaining delivery needs. If the project has stalled or needs a reset, our Project Rescue service provides a focused recovery path.
What happens after go-live?
We agree stabilization, handover, and support responsibilities before launch. Ongoing Improvement can provide continued guidance and delivery as your needs evolve.
Let’s move forward
A clearer path starts
with a conversation.
Tell us what’s getting in the way. We’ll help you identify the right place to start.