Phase 01Discovery & Architecture
We map how your service operation really runs and design the data model before anyone touches a build. No 200-slide deck — a one-page architecture and a phased plan you can act on.
Three situations where the build matters more than the deck.
You've done discovery (with us or anyone else). Object model, integrations, scope are in writing. You don't need more discussion — you need a working org in 12–20 weeks.
You're 14 weeks into a 16-week build with another SI and the cutover keeps slipping. You need someone who can land the plane without you swallowing 6 more months of burn.
You're on Salesforce. You've decided Field Service is the next layer. You need it phased correctly: which Work Order flows ship in pilot, which integrations come second, when to roll out mobile.
Architecture first, phased throughout — how a Salesforce Field Service rollout unfolds, from the first whiteboard to a system your dispatchers actually trust.
12–20 weeks from signed SOW to dispatcher-on-Monday.
A working org. Yours, fully owned, fully documented, ready to run without us.
Service Territories, Asset 360, Maintenance Plans, Skill matrix, Scheduling Policy, Service Resources, Mobile profiles — built to match your operation, not a demo. Live in your production org, not a sandbox screenshot.
Custom Lightning components for your inspection checklists, signature capture, photo evidence, and parts inventory. Offline-capable. Tested in the field by your senior techs before general rollout.
Everything in GitHub or GitLab. Salesforce DX project structure. Automated test runs on every PR. Production deploys via promotion through sandboxes — not midnight clickwork. Your future internal team can pick this up.
ERP, OMS, GIS, telematics, OEM warranty — integrated through MuleSoft or your existing iPaaS. Canonical data model documented. No bespoke point-to-point hairballs that explode in 18 months.
A 2-hour SLA on critical issues, daily standup with your dispatch lead, named architect on call. We don't disappear after cutover — we sit with the operation while it stabilises.
Runbook, admin guide, ERD, integration map, scheduling policy reference, recovery procedures. Written for the admin you'll hire next year — not the consultancy that built it.
Three engagement shapes. Real numbers, not "request a quote".
A single-territory or single-product-line pilot. Real production cutover for one region. Lets you de-risk the full rollout and prove ROI before committing.
The full thing. Foundation, four sprints of build with real UAT, regional cutover, 90-day hypercare. Priced by operation size, integration count, and Shield/Industries scope.
A focused intervention into a build that's slipped. Diagnostic week, then 5 weeks of unblocking — finishing the architecture, fixing the integration, landing the cutover.
Start with a 30-minute working session. Bring your architecture or your in-flight build, and we'll sketch what a phased delivery would look like for your operation.
Book a 30-min review