Business Process Improvement — Integrated with Salesforce
Business Process Improvement — Faster, leaner operations that scale — integrated with Salesforce
We combine Lean and Six Sigma methods with Salesforce enablement to reduce waste, accelerate workflows and deliver measurable ROI.
Who this is for
Teams struggling with slow or inconsistent processes are often limited in their growth potential. Companies looking to enhance their business operations consulting through Salesforce implementation or optimization can greatly benefit from strategic consulting services. Additionally, organizations seeking measurable, repeatable improvements in sales, service, or fulfillment can leverage Six Sigma optimization to achieve their goals.
Business Process Improvement — Integrated with Salesforce
Shorter cycle times and fewer handoffs are achieved through Salesforce automations, which are essential in our business operations consulting. We ensure clear process ownership, standard operating procedures (SOPs), and Salesforce-driven SLAs and alerts. Our approach includes actionable KPIs and Salesforce dashboards that are tied to business outcomes, all while leveraging Six Sigma optimization. Additionally, we facilitate faster onboarding and lower operational costs through strategic consulting services that focus on process and platform changes.
Core offerings
OFFERING
DELIVERABLES
DELIVERABLES
Teams struggling with slow or inconsistent processes are often limited in their growth potential. Companies looking to enhance their business operations consulting through Salesforce implementation or optimization can greatly benefit from strategic consulting services. Additionally, organizations seeking measurable, repeatable improvements in sales, service, or fulfillment can leverage Six Sigma optimization to achieve their goals.
DELIVERABLES
DELIVERABLES
DELIVERABLES
Current-state maps, pain-point matrix, prioritized backlog, and Salesforce impact analysis are essential for effective business operations consulting. Implementing 2–6 week Kaizen sprints with process changes in Salesforce, such as Flows and validation rules, aligns with Six Sigma optimization principles. We focus on data-driven projects that leverage Salesforce data to reduce defects and variation. Operational KPIs are surfaced in Salesforce and connected to BI tools, alerts, and SLAs, enhancing our strategic consulting services. Additionally, we establish SOPs, role alignment, and release governance for Salesforce changes, complemented by training, coaching, and a monthly improvement cadence alongside Salesforce release planning.
How we combine BPI + Salesforce
Shorter cycle times and fewer handoffs are achieved through Salesforce automations, which are essential in our business operations consulting. We ensure clear process ownership, standard operating procedures (SOPs), and Salesforce-driven SLAs and alerts. Our approach includes actionable KPIs and Salesforce dashboards that are tied to business outcomes, all while leveraging Six Sigma optimization. Additionally, we facilitate faster onboarding and lower operational costs through strategic consulting services that focus on process and platform changes.
Typical timelines & impact
ENGAGEMENT
EXPECTED IMPACT
ENGAGEMENT
Teams struggling with slow or inconsistent processes are often limited in their growth potential. Companies looking to enhance their business operations consulting through Salesforce implementation or optimization can greatly benefit from strategic consulting services. Additionally, organizations seeking measurable, repeatable improvements in sales, service, or fulfillment can leverage Six Sigma optimization to achieve their goals.
TIMELINE
EXPECTED IMPACT
ENGAGEMENT
Current-state maps, pain-point matrix, prioritized backlog, and Salesforce impact analysis are essential for effective business operations consulting. Implementing 2–6 week Kaizen sprints with process changes in Salesforce, such as Flows and validation rules, aligns with Six Sigma optimization principles. We focus on data-driven projects that leverage Salesforce data to reduce defects and variation. Operational KPIs are surfaced in Salesforce and connected to BI tools, alerts, and SLAs, enhancing our strategic consulting services. Additionally, we establish SOPs, role alignment, and release governance for Salesforce changes, complemented by training, coaching, and a monthly improvement cadence alongside Salesforce release planning.
EXPECTED IMPACT
EXPECTED IMPACT
EXPECTED IMPACT
Prioritized improvements through business operations consulting with a focus on ROI and Salesforce change scope. This includes process redesign and Salesforce automations as part of our strategic consulting services. We aim for a measurable reduction in defects and variation using Six Sigma optimization and Salesforce data.
Example outcomes (benchmarks)
Shorter cycle times and fewer handoffs are achieved through Salesforce automations, which are essential in our business operations consulting. We ensure clear process ownership, standard operating procedures (SOPs), and Salesforce-driven SLAs and alerts. Our approach includes actionable KPIs and Salesforce dashboards that are tied to business outcomes, all while leveraging Six Sigma optimization. Additionally, we facilitate faster onboarding and lower operational costs through strategic consulting services that focus on process and platform changes.
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