Governance vacuum
No named owner for any cross-cloud decision. Drift compounds quarter over quarter. Most common.
When a Salesforce delivery slips three quarters and the steering committee keeps reading green, the issue is rarely the platform. It is the architecture, the governance, or the politics, and the SI in the room is not the one who can name it. The review delivers a written diagnosis the sponsor can act on, in one to two weeks, under NDA.
The operating theory the assessment runs on. Four failure modes, in order of frequency. You will know which one by Friday of week 2.
No named owner for any cross-cloud decision. Drift compounds quarter over quarter. Most common.
Configuration written for a use case nobody runs anymore. Layered, never refactored. Performance suffers, no one knows why.
The party that built the problem is also the party reporting on it. The RAG status reflects the SI’s revenue, not the program.
Original requirements are still open, nobody renegotiated, and the SoW has been amended five times.
If you do not recognize any of these, the architecture probably is not the bottleneck. The discovery call says so honestly, before any contract gets signed.
Documents the engagement leaves behind. No retainer required to keep them. No follow-on dependency by design.
Architecture, automation, data model, security posture, integration patterns. Where it actually breaks, not where the RAG says it does.
Every finding scored for severity, with a remediation cost range and a name attached to the decision that gets it done.
90-day sequence of fixes, ranked by impact and political damage. Build-vs-stop options where they apply.
15 to 25 pages, written for someone who needs to make a decision this week, not next quarter.
The timeline below is fixed. If discovery surfaces something that warrants a longer engagement, the SoW gets amended in week 1, not by surprise.
NDA signed. Code, configs, governance docs, key interviews scoped.
Independent technical review. No SI in the room. Engineer interviews under the same NDA.
Written findings. Verbal walk-through with the sponsor and the sponsor’s CTO.
Optional ongoing architecture oversight role, scoped separately so the diagnosis stays independent.
No license resale. No implementation team to feed. The recommendation is allowed to be "stop."
Prompts get tuned by anyone. Data access models get fixed by someone who has shipped them. Different problem.
A report a CTO can mark up and take to the board survives the next staff change. A deck does not.
“It's rare to come across a profile like his: the skill set to operate as a Salesforce architect and as a program manager at the same time. He turns difficult engagements into shippable outcomes.”
A short list of who this engagement was built for, and a shorter list of who it was not.
If yours is not here, ask on the call. The answer will be specific.
Only if the sponsor decides so. The default contract is sponsor-only. NDA is signed before scoping starts. The SI hears about the findings the day the sponsor wants them to.
For PE diligence, ten business days from access to written brief. The brief is short enough to read in the cab to the closing meeting and defensible enough to price into the deal.
Then the brief recommends that, with options for redeploying the budget. About one in three reviews ends here. It is the most expensive answer to deliver and usually the cheapest one for the sponsor to receive.
Both. The sponsor is the audience for the brief. The engineers are the source of the truth. The SI is usually neither.
Yes, on a separate engagement. The review is independent on purpose; the steer is optional and paid separately so the diagnosis stays clean.
The brief is written under NDA for sponsor use. It has been quoted in two contract renegotiations and stood up. It is not a legal opinion and does not replace one.
Paris and Seoul. The work is delivered remotely. One on-site day is available in week 1 for EMEA teams.
English and French, written and spoken. Korean conversational.
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