Consulting & architecture
Get the architecture right before you spend the budget
We help leadership and internal teams decide what to build, in what order and on which part of the platform. You get a plan your own team, or any partner, can execute.
Kanixa's Salesforce consulting covers discovery, solution architecture, data modelling, multi-org and licensing strategy, security design and technical roadmaps. Senior consultants work with your stakeholders to turn business requirements into a phased plan with clear trade-offs, estimates and risks before development begins.
What changes when we're done
Measurable engineering outcomes delivered for your business.
Decisions with reasons
Every recommendation comes with the trade-offs, cost and the alternatives we considered.
A data model that lasts
Objects, relationships and sharing designed for the reports and integrations you'll need in two years.
Fewer licences wasted
Clear advice on editions, add-ons and which users actually need what.
Planning a Consulting & architecture initiative?
Talk through your systems, timeline, and security constraints with a certified Salesforce architect. We will provide an actionable recommendation.
What's included
Scoped to your project. Pick what you need; we'll tell you what you can safely skip.
Fixed-price or dedicated sprint retainer available.
- Discovery workshops and requirements
- Solution and data architecture
- Security and sharing model design
- Multi-org and org-merge strategy
- Licensing and edition advice
- Technical design reviews for in-house teams
How we deliver
- Step 1
Share your brief
Tell us the goal, the systems involved and the deadline. A short call is enough to start.
- Step 2
Scope and plan
We return a written scope, architecture notes, a timeline and the team who will do the work.
- Step 3
Build in short sprints
Demos every one or two weeks in a sandbox you can click through.
- Step 4
Test and deploy
User acceptance testing, a rehearsed deployment and a rollback plan.
- Step 5
Train and support
Handover documents, training and an agreed support period, or an ongoing retainer.
Available as a fixed-scope project, a dedicated team or a monthly retainer. Compare engagement models.
Start Consulting & architectureConsulting & architecture: common questions
Have a question that isn't answered here? Ask our team directly.
Do you only advise, or also build?
Both. Some clients use us just for architecture and reviews; most continue with us into delivery. Either way, the plan is written so any competent team can follow it.
Can you review a design our team has already made?
Yes. A design review is often a two to three week engagement that ends with a written report of risks and recommended changes.
Talk to us about Consulting & architecture
A 30-minute call with a Salesforce architect. You'll leave with a clear next step, whether or not we work together.