A thorough look under the hood
We review the areas most likely to be putting your org at risk or holding your team back — then tell you plainly what we find.
Security & access
Profiles, permission sets, sharing rules, and org-wide defaults reviewed for over-permissioned users and exposure.
Health Check & baselines
Your org assessed against Salesforce's Security Health Check and best practice, with the gaps that matter flagged.
Technical debt
Automation sprawl, conflicting flows, hard-coded logic, and unused customisation that quietly slow you down.
Limits & performance
API usage, storage, and governor-limit risks that could cause failures as your data and team grow.
Data quality
Duplicate, incomplete, or unmaintained data that undermines reporting, adoption, and trust in the platform.
Quick wins
Practical, high-impact improvements you can action straight away — with or without our help.
Three steps, zero cost
- 01
Quick intro
A short call to understand your org, your concerns, and what "good" looks like for your team.
- 02
The review
We examine your org with read-only access, assessing security, configuration, and technical health.
- 03
Your report
You receive a clear, prioritised report of findings and recommendations — yours to keep.
Read-only access
We never make changes without your say-so.
Yours to keep
The report is yours whether you work with us or not.
No obligation
No hard sell — just honest, expert advice.
See what's really going on in your org.
Book your free technical & security review today. It costs nothing, and you walk away with a report you can act on.