Technology assessment
Salesforce org health audit
A defined assessment to turn uncertainty into an ordered set of decisions.
Who this helps
Technology and Salesforce owners who need a clearer picture of org complexity, risk and licence waste before changing the platform.
The decision it supports
Whether to remediate, simplify or re-platform — and in which order.
Within the agreed boundary
We examine the systems, records, processes and operating practices inside the scope you approve before work starts. Access and data-handling terms are agreed first.
How the assessment runs
Discovery
Confirm objectives, boundary, stakeholders and available evidence.
Review
Inspect configurations, interfaces, data or operating practice within scope.
Analysis
Prioritise findings by business impact and effort.
Readout
Walk through the report and remediation plan with your team (two hours).
What you receive
Technical debt review
Identifies complexity and debt that raises change cost or risk in the org.
Automation conflicts
Surfaces overlapping or conflicting automation that produces unpredictable behaviour.
Permission review
Shows where access is over-broad, inconsistent or hard to govern.
Licence utilisation
Highlights unused or under-used licences worth reclaiming or reallocating.
Access and participation
A named decision owner, an agreed system boundary, relevant documentation and approved access. Stakeholder time for interviews and the readout is required. We agree data handling and confidentiality before reviewing client information.
Assumptions that affect duration and price
The published duration is indicative. Estate size, access delays and stakeholder availability can change the calendar. The fee and completion date are confirmed in writing before work begins — they are not the same as the indicative day count.
What is excluded
This is a technical assessment, not a legal opinion or a compliance certification. It does not include remediation build unless you commission that separately.
After the findings
Findings are prioritised by business impact and effort. You can use them with your internal team, another partner or Nervescape. The next step is your decision.
Start with clarity.
What would make your business easier to run?
Tell us the operational challenge. We will discuss whether a short conversation, a scoped assessment or a delivery engagement is the right next step.