Health Check

Optimise your Salesforce environment based on our proven health check. We'll help you identify inefficiencies, improve performance and prepare your system for future challenges. Streamline your operations, strengthen security and increase customer satisfaction!

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Unlock the full potential of your operations

In the ever-changing world of business and technology, optimising operations and making informed decisions are critical to success. Our comprehensive Health Check provides an in-depth assessment and improvement plan for your Salesforce management and implementation. Using advanced data analysis, our consultants help professionals maximise efficiency, improve customer satisfaction and increase profitability.

Technical debt, like cracks in a building's foundations, can hamper your organisation's ability to innovate and grow. Addressing this debt is essential to ensure that your Salesforce environment is robust enough to support future advances. Our Health Check identifies and resolves these inefficiencies, laying a solid foundation for your business to thrive.

Get ready for challenges ahead

Future readiness:
Ensure your Salesforce environment is prepared for upcoming challenges and opportunities.

Eliminate technical debt:
Identify and resolve inefficiencies in your system setup.

Adjacent technologies:
Assess data security, data backup, testing, and technology optimisation.

Configuration alignment:
Verify that your Salesforce configuration matches your company’s processes.

When is a health check needed?

Need an update of your Salesforce environment:
‍Optimise configurations and update legacy setups.

Digital ambitions:
‍Collaborate with Gen25 to align your Salesforce environment with your strategic goals.

Transition:
‍Evaluate your Salesforce environment when transitioning from another partner.

Main objective

The Health Check is a comprehensive assessment designed to ensure the optimal performance, security and functionality of your Salesforce platform. The Health Check deep dives, amongst other topics, into security, configuration and customization, data quality and compliance and best practices. The Health Check is critical for maintaining a robust, efficient and secure Salesforce environment and ensures the platform supports your business processes effectively.

How does it work?

1. Initiation
  • Engagement with stakeholders: initial meetings with stakeholders to understand their goals, pain points and expectations.
  • Definition of scope and objectives: establishment of the scope and objectives of the Health Check.
2. Data collection and analysis
  • Review of system usage, security and performance: analysis of how the system is used and review of the security setup.
  • In-depth analysis of configuration: review of metadata, including custom objects, fields, validations and automations.
  • Evaluation of data quality and storage: review of data quality to identify duplicates, completeness and integrity of data. Assessment of data and file store to identify possible optimisations.
3.  Reporting and recommendations 
  • Compilation of findings and insights: Thorough report and presentation to the key stakeholders of the findings and insights during the Health Check.
  • Actionable recommendations: recommendations based on the findings during the Health Check, including optional roadmap and estimated time investment.

Benefits

Better development efforts
Streamline and enhance your development processes.

Enhanced security
Improve your data security and backup strategies.

Increased data quality
Improved reliability of the data stored in your Salesforce environment

Better development efforts
Streamline and enhance your development processes.

Cost savings
Achieve cost savings through more efficient processes and reducing redundant customisations.

Increased user adoption and satisfaction
Identify user pain points and improve usability.

Future-proof:
Ensure the system is better equipped to handle future requirements and maintenance.

Deliverables

Improved performance
Understand and enhance your Salesforce performance.

Enhanced security
Improve your data security and backup strategies.

Increased data quality
Improved reliability of the data stored in your Salesforce environment

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