Process

Discovery → Solution → Delivery → Support

A simple, reliable process that keeps scope clear and outcomes measurable.

Discovery

We align on goals, pain points, risks, and success metrics. You get a clear plan before any build work starts.

Solution

I design the right approach for your team, with clear scope and a transparent delivery roadmap.

Delivery

Build, test, and document. Every change includes admin-ready documentation and handover.

Support

Ongoing optimization, access reviews, and proactive system care to keep everything stable.

Clarity and documentation

Every project includes a documentation pack covering configuration, automation logic, and admin guidance. This keeps your systems sustainable and reduces dependency risk.

Long-term value

Solutions are designed to scale with your team, reduce manual work, and improve data confidence across Salesforce and Microsoft 365.