Get in Touch
Salesforce Architecture • Pragmatic AI Consulting • IT Strategy

Enterprise architecture rigor. Practical execution for growing teams.

13x certified Salesforce Architect and 20-year enterprise technology veteran. Partnering directly with businesses to architect CRM systems, uncover high-ROI AI opportunities, and strengthen IT security.

13x Certified
System, Application, Integration & IAM Architect credentials.
Actionable AI
Uncovering genuine business ROI, building prototypes & Claude workflows.
20 Years Depth
Two decades leading enterprise software, security posture, and delivery.
Principal Access
Direct partnership with a senior architect—no junior account handoffs.
Capabilities

Focused, high-impact specialties.

Merging enterprise CRM engineering with pragmatic AI adoption to eliminate technical debt, safeguard data, and deliver durable software.

Enterprise Salesforce Architecture

Comprehensive technical design across Sales Cloud, Service Cloud, Experience Cloud, NPSP, and EDA. Scalable Apex patterns, trigger handler frameworks, and dynamic form strategies.

  • Multi-Org Strategy & Governance
  • Platform Limits & Large Data Volumes (LDV)
  • Technical Debt & Performance Diagnostics

AI Strategy & Custom Software

Helping teams cut through AI noise to identify high-value use cases. From readiness assessments to custom software prototypes, agentic workflows, Claude tooling, and RAG knowledge retrieval.

  • AI Opportunity Discovery & ROI Assessment
  • Bespoke Software & Claude Integrations
  • Agentforce & Autonomous Agent Prototyping

Pragmatic IT Security & IAM

Practical security posture built around CIS controls, granular Identity & Access Management (IAM), SSO, and least-privilege permission models that protect without stalling operations.

  • Sharing Models & Field-Level Security
  • CIS Controls & Baseline Hardening
  • Small Business Security Audits & Hygiene

Integration & Data Architecture

Designing durable integrations between Salesforce and third-party systems via REST/SOAP APIs, Streaming API, and Platform Events with robust error handling and idempotency.

  • API Architecture & Middleware Strategy
  • Data Modeling, ERD Design & Migration
  • Event-Driven Synchronization Patterns

Technology Strategy & Advisory

Unbiased, practical guidance for founders and leadership teams. Evaluating buy-versus-build decisions, vetting software vendors, and preventing costly technical missteps.

  • Software Buy vs. Build Evaluations
  • Small Business Stack Assessments
  • Architectural Sounding Board

DevOps & Release Governance

Replacing haphazard manual production updates with disciplined release pipelines using Salesforce DevOps Center, GitHub version control, and tested branching workflows.

  • GitHub & Version-Controlled Pipelines
  • Sandbox Strategies & Testing Discipline
  • Agile Delivery & Scrum Process Alignment
Verified Qualifications

Certifications & Accreditations

Comprehensive credentials spanning enterprise architecture domains, technical platform development, applied AI, and agile leadership.

Architect Tier • Salesforce Certified
Top Tier

System Architect

Integration, IAM & Dev Lifecycle mastery.

Top Tier

Application Architect

Data architecture, sharing & declarative build.

Domain Specialist

Integration Architect

APIs, middleware & real-time sync.

Domain Specialist

Identity & Access Architect

SSO, OAuth, MFA & access governance.

Designer

Data Architecture Designer

LDV, ERDs, SOQL & data integrity.

Designer

Sharing & Visibility Designer

Record security & hierarchy controls.

Designer

Dev Lifecycle Designer

Release governance & environment strategy.

AI Credential

AI Associate

AI ethics, platform data & intelligence.

Development & Platform • Salesforce Certified
Coding & Logic
Platform Developer I
Apex, Triggers, SOQL & LWC.
Declarative Build
Platform App Builder
Custom data models & Flow logic.
Cloud Consultant
Sales Cloud Consultant
Opportunity, pipeline & sales UX.
Cloud Consultant
Service Cloud Consultant
Omni-Channel, case mgmt & SLAs.
Platform Admin
Certified Administrator
User setup, automation & hygiene.
Agile Leadership & Ecosystem Recognition
Certified ScrumMaster
Scrum Alliance (CSM)
Agile Leadership I
Scrum.org (PAL I)
AgentBlazer Champion
Salesforce AI Community
AgentBlazer Innovator
Autonomous Agents
Trailhead Ranger
Continuous Mastery
Engagements

Flexible, pragmatic collaboration models.

No heavy agency contracts or junior staffing handoffs. Transparent structures aligned with your technical milestones.

01 // TARGETED SPRINT

Architecture & Health Audit

A fixed-scope assessment of your Salesforce org, data model, security boundaries, or integration bottlenecks. Delivers clear findings and an actionable remediation roadmap.

Fixed Scope • Actionable Roadmap
Most Popular
02 // ADVISORY RETAINER

Fractional Systems Lead

A reserved monthly block of hours providing senior architectural reviews, security sounding board support, vendor vetting, and hands-on guidance for your internal developers.

Reserved Capacity • Direct Priority Access
03 // PROTOTYPING & BUILD

AI & Solution Prototyping

From evaluating AI business viability to rapidly building working custom software prototypes, agentic flows, API bridges, and specialized Salesforce extensions.

Milestone Delivery • Complete Documentation
Direct Inquiry

Let's discuss your technical goals.

Fill out the form below to initiate an inquiry. Your message will open directly in your preferred email client with all details formatted and ready to send.

Zero third-party trackers • 100% Private