Salesforce Project Recovery

Get your Project back on track

We help you get your project back on track, take control of costs and move towards a solution that delivers the results your business needs.

Discuss your project See our approach
Realise your existing investmentResolve complex technical challengesRestore confidence in project

Recognise the warning signs

Is your project struggling to move forward?

Projects can lose momentum for many reasons. Requirements change, technical complexity increases and confidence in delivery can be lost.

Simply investing more time and money can leave the underlying problems unresolved. We help you establish what needs to change.

When project recovery can help

  • Delivery dates keep moving
  • Costs rise without clear progress
  • Testing uncovers recurring issues
  • Teams disagree about the causes
  • Stakeholders lose confidence
  • Manual workarounds persist
  • Data issues affect operations
  • Integrations are unreliable
  • A live system disrupts the business
  • Previous fixes have not worked

Across the Salesforce ecosystem

Whether the challenge involves Salesforce products, Certinia applications or other 3rd party applications, custom development, integrations or a combination of technologies, we investigate how the components interact and why the project is breaking down.

Our focus is understanding the root cause and defining the most practical route forward. Explore the areas we can help with below.

Salesforce applications
Sales, service, revenue, field service, marketing, customer portals and reporting.
  • Sales Cloud and Service Cloud
  • CPQ, Billing and revenue lifecycle implementations
  • Field Service and Experience Cloud
  • Marketing Cloud Account Engagement (Pardot)
  • Analytics and reporting
Certinia applications
Professional services and financial processes on Salesforce.
  • Professional Services Automation (PSA)
  • Services Estimator
  • Accounting and Billing Central
  • Revenue Management and Spend Management
  • OPI and supply chain processes
Third party applications
We help resolve challenges involving third-party applications connected to Salesforce, including:
  • Document generation and eSignature: Conga, DocuSign.
  • Collaboration: Slack.
  • Sales and marketing: LinkedIn Sales Navigator and Mailchimp.
  • Forms and data collection: Formstack and FormAssembly.
  • Data quality and deduplication: DemandTools, Cloudingo and Duplicate Check.
  • DevOps and release management: Gearset and Copado.
Whether the challenge sits within an application or how it connects with Salesforce, we investigate the underlying issues and define a practical route forward.
Custom development and architecture
  • Apex and Lightning Web Components
  • Custom Salesforce applications and platform automation
  • Technical architecture, performance and scalability
  • Security and access model design
Integrations and data
  • API integrations and middleware
  • Data synchronisation and migration
  • ERP, finance systems and third-party applications
  • Connected reporting and analytics
Business processes and project delivery
Requirements, solution design, testing, stakeholder priorities, ownership, governance and business change management. We examine the delivery approach alongside the business requirements and technology so the recovery addresses the issues that have been identified.

Our recovery approach

From investigation to controlled delivery

We identify the causes before recommending corrective action. You receive a clear recovery plan and can review the proposed investment before committing to implementation.

Understand

We start with a workshop to understand the project’s original objectives, where delivery has broken down and the impact on your business.

With sponsors, users and delivery teams, we establish your priorities, outstanding requirements, constraints and critical milestones.

Your outcomeA shared understanding of the business priorities and agreed questions for the investigation.

Diagnose

We investigate the environment, applications, configuration, custom development, integrations and data relevant to the issues.

We also review architecture, security, testing evidence and delivery documentation to identify the underlying causes and what can be retained.

Your outcomeClear findings on the issues, their business impact and the options for resolving them.

Plan & Align

We develop a practical recovery plan with a defined scope, prioritised workstreams, estimated effort and investment, risks and dependencies.

The plan sets out milestones, testing and deployment arrangements, key decisions and responsibilities.

Your outcomeAn agreed plan, with stakeholder support, based on all the information captured prior to committing further resources.

Execute & Monitor

Following approval, we implement the recovery plan in a way that fits your existing delivery arrangements.

We can work alongside your current partner, lead individual workstreams or take responsibility for the agreed programme, with structured governance throughout.

Your outcomeMeasurable progress towards the intended business outcomes, with testing and clear ownership.

Why Xenogenix

Technical depth.
Business process focus.
Strong project delivery.

Recovering a struggling project requires consultants who can understand the business requirements, diagnose complex technical issues and manage the work needed to resolve them.

Xenogenix combines deep Salesforce and Certinia knowledge with architecture, development and integration expertise.

Clear control throughout recovery

  • Practical recommendations linked to business outcomes
  • An agreed scope and named responsibilities
  • Regular reporting on progress, budget and remaining effort
  • Tracked risks, issues, actions and decisions
  • Change control before additional work is approved
  • Clear testing, acceptance and deployment milestones

Your questions answered

Frequently asked questions

Every recovery starts with understanding your situation. These are some of the questions customers ask before getting started.

Do we need to start again?
We need to understand business processes in order to determine what can be retained. We only recommend replacing or redesigning elements where there is a clear business or technical justification.
Do we need to change delivery partner?
We have a lot of success with placing consultants within your project team. This can bridge the technical and business process gap with an existing partner, if that is an issue. This also provides contingency. We are capable of taking over delivery if required.
Can you help after go-live?
Yes, and we can be flexible in our approach. Our recovery approach also applies to live environments that are creating operational challenges or failing to support critical business processes.
How long does recovery take?
It depends on the complexity of the project, the issues involved and the change required. The assessment establishes a realistic recovery roadmap and delivery approach.
What do we commit to first?
Following an initial call, we would work towards agreeing the scope, cost and deliverables for the initial assessment.
Do we have to start with an initial assesment?
No, in certain cases where issues are obvious or uncontested we can adapt the recovery as required.
Can you provide references?
Yes. We can provide references from customers we have supported with similar projects, subject to their permission.
How do you keep the project within budget?
We agree the scope, costs and delivery plan with you upfront, then track progress and budget throughout. If a change is needed, we explain the impact and seek your approval before carrying out any additional work, so you stay in control of costs.

Let’s discuss your project

Take the next step towards recovery

Tell us what you have been implementing, where progress has stalled and the impact on your business. We will help you establish a suitable starting point for a Salesforce Project Recovery Assessment.

Talk to Xenogenix