01 / GXD ASSESS
GXD Assess.
Leave with a clear view of what needs attention in Salesforce, why it matters to your organisation and what to do next.
GXD Assess combines a technical audit and business assessment to turn platform evidence and business needs into a prioritised improvement roadmap.
Know what to fix. What to invest in. What can wait.
£10,000 fixed fee · Six weeks · Agreed scope
02 / BEFORE MORE CHANGE
BEFORE YOU COMMIT
TO MORE CHANGE.
Your team has a backlog. Your supplier has recommendations. Users have workarounds. It can be difficult to know which changes will actually help.
GXD Assess brings technical evidence and business needs together. We examine how Salesforce is built, how people use it and where the two no longer fit. You leave with a clear basis for deciding what to fix, what to invest in and what can wait.
WHEN A CLEARER VIEW HELPS
You have inherited Salesforce and need to understand its condition.
Staff rely on spreadsheets or manual workarounds.
You are planning significant change and need to test the priorities.
You need clarity on technical risks, supplier proposals or an expanding backlog.
03 / ASSESSMENT COVERAGE
TWO WORKSTREAMS.
ONE CLEARER PICTURE.
TECHNICAL AUDIT
Configuration and data model.
Automation and selected code.
Permissions and access.
Data quality and reporting.
Integration dependencies.
Testing and release practices.
BUSINESS ASSESSMENT
Business objectives and process fit.
User friction and manual work.
Reporting and decision needs.
Platform ownership and governance.
Backlog and supplier plans.
Adoption and licence use.
Findings connect technical issues to business implications. Inspection coverage, sampling and unverified areas are recorded.
04 / FIVE DELIVERABLES
FINDINGS YOU CAN USE.
A PLAN YOU CAN ACT ON.
You leave with an evidence-backed decision pack: the significant risks and gaps, the priorities worth acting on and a roadmap for the next 90 days and beyond. These five deliverables make that outcome usable by leadership and delivery teams.
01 / EXECUTIVE SCORECARD
A concise view of the overall position, significant risks and decisions leadership needs to make.
02 / TECHNICAL AUDIT
Evidence-backed findings with severity, business implications, recommended actions and coverage limitations.
03 / BUSINESS ASSESSMENT
Findings across the agreed processes, including gaps, workarounds, reporting needs, ownership and measures of success.
04 / IMPROVEMENT ROADMAP
Prioritised actions for the next 90 days, plus longer-term recommendations. Includes dependencies, suggested owners and indicative effort bands.
05 / LEADERSHIP READOUT
A 90-minute workshop to explain the findings, challenge recommendations and record agreed next steps.
05 / SIX-WEEK TIMELINE
SIX WEEKS.
A DEFINED ASSESSMENT.
WEEK 1
Confirm objectives, scope, stakeholders and access.
WEEKS 2–3
Conduct the technical audit, interviews and process walkthroughs.
WEEK 4
Validate findings and assess impact, urgency and dependencies.
WEEK 5
Develop recommendations and the improvement roadmap.
WEEK 6
Present findings and finalise the assessment pack.
The elapsed window starts once agreed access, documentation and stakeholder availability are in place. Delays to those dependencies may move delivery dates.
06 / BUSINESSES AND CHARITIES
BUILT AROUND
THE WORK YOU DO.
FOR BUSINESSES
Connect Salesforce to customer journeys, operating efficiency and commercial priorities. Example processes include sales handovers, customer service, renewals and management reporting.
FOR CHARITIES
Connect Salesforce to fundraising, service delivery, staff capacity and dependable reporting. Example processes include fundraising, beneficiary services, volunteer coordination and grant management.
07 / SCOPE AND INVESTMENT
£10,000 FIXED FEE.
AGREED BOUNDARIES.
THE STANDARD SCOPE
One Salesforce org.
Up to three priority business processes.
Up to eight stakeholder interviews.
The five deliverables described above.
One consolidated round of factual corrections.
NOT INCLUDED
Implementation and data cleansing.
Exhaustive code review.
Penetration testing.
Formal compliance certification.
Audits of external systems.
Suitability, estate complexity and inspection boundaries are agreed before commitment. One org does not imply unlimited technical coverage.
Read-only assessment. No production configuration changes.
08 / WHAT HAPPENS NEXT
YOUR FINDINGS.
YOUR NEXT MOVE.
The findings and roadmap are yours to use with your internal team or existing delivery partner. There is no obligation to buy follow-on work. Any GXD implementation or ongoing guidance is scoped and priced separately.
09 / DISCUSS YOUR ASSESSMENT
MAKE YOUR NEXT SALESFORCE
DECISION WITH CONFIDENCE.
Start with the decisions you need to make about Salesforce. We will agree what you need to understand, the scope of the assessment and the evidence your team needs to choose its next steps.