Strategic IT Consulting

Salesforce Strategic Consulting

We understand that changing technology involves a lot of risk for your business.

We developed our Cloud Vision consulting framework to provide expert advice on the Salesforce platform.

We can help you formulate your business and IT strategy so that it’s incremental and minimises risk – whether you need implementation, a phased programme of change, advice on CRM capability or help with optimising your processes.

Success Principles

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Vision &

We work with you to understand your vision and your business strategy.

With this knowledge, we translate your goals into requirements for your system – building an application that delivers on your objectives.

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Business Measures allow you to monitor your progress against clear targets.

We work with you to identify the metrics most significant to your business success, building them into your solution for performance monitoring.

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Solution Roadmap

For transformational change, a roadmap prioritises your project into a series of achievable phases.

We work with you to create a programme of ongoing change – measuring the success of each phase against key KPIs.

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IT System Governance

Creating an effective governance program enforces Standards, Roles & Responsibilities.

We work with you to create a strong internal governance team, with clearly defined sponsors, accountabilities & policies.

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Planning programmes to manage adoption are critical to ensure users engage with new systems & business processes.

Our adoption consultants provide workshops, training & support to assist the transition to your new operations.

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Process Automation

Automate manual efforts, ensuring consistency across your business processes.

We define the processes that can be automated, proposing solutions that focus your team on generating value for the business.

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Technology & Data

We identify how & where data is created, stored & transferred across your system architecture.

We provide integration approaches that remove data silos, enabling access to information organisation wide.

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Security & Permissions

We review your existing security & permissions, identifying areas where data may not be secure or is unnecessarily accessible.

We work to create a solution that meets compliance requirements, without restricting your user’s capability.

Vision Best Practice

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Distilling your Vision

Your leadership team define a shared future vision for the business, documented & communicated across the organisation.

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Strategy & Objectives

The Leadership vision is developed into an overall strategy, with clear business objectives to be achieved within a measurable timeframe.

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Customer Experience

Create a plan to explain how your vision benefits your customers & the map out their ideal experience interacting with your business.

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Issues & Obstacles

To proactively manage risk, identify business & technology challenges that have the potential to disrupt the business objectives.


Our Consultants conduct interviews with your Salesforce IT and business stakeholders – building an understanding of the way your business runs.

Detailed Process Analysis & Mapping helps you maximise the benefit of technology, highlighting areas for improvement or optimisation.

We draw upon resources skilled in Business Process and Change Analysis to review and re-structure systems more efficiently, complemented by industry expertise to provide parallel examples on other businesses operate and use Salesforce, to create lasting transformational improvement.

Our Industry Expertise

  • Financial Services
  • Manufacturing & Logistics
  • Media & Telco
  • Retail
  • Membership Groups
  • Public Sector
  • Non-Profit

    We worked with Arts Alliance Media to ensure Salesforce supported their ongoing Strategic Objectives – creating an ongoing programme of change.

    Defining your Success Metrics

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    We help define your objectives in terms of measurable value improvements with set milestones.

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    We define clear and quantifiable measurements that indicate whether progress has been made toward objectives.

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    We build KPI monitoring tools into your operations for transparent management of your businesses progress.

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    Internal processes verify that progress is being made against KPIs, while putting KPIs at the heart of planning & strategy.

    Ensuring your organisation is ready for change

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    Organisational Readiness

    Energise your organisation to make them see and feel why change is needed. Empower them to embrace Salesforce as it’s implemented.

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    Stakeholder Involvement

    Ensure Stakeholders are like-minded across department and hierarchical barriers – leading by example and driving the execution of change.

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    Measure & Reward

    Embed business objectives, by ensuring performance appraisals, incentive plans, and compensation structures are aligned with KPI’s.

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    Communicate Change

    To get great users, encourage and motivate people with a clear communication plan that outlines how the new business process advantages them.

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    Training Resources

    Create an ongoing training plan with tailored support for different stakeholders – ensuring management & end users remain aligned.

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    Provide support mechanisms such as quick reference guides, support team, and onboarding solutions are in place for future users.

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    Continuous Improvement

    As change gathers success, we help you use the momentum to optimise systems, structures and policies that don’t fully align with the vision.

    Westbrook Project Approach

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    Working with Westbrook

    Our depth of experience allows us to bring best practice and advice from a wide range of business functions – and our team have specialist areas of expertise to provide deep platform knowledge.

    At Westbrook we put users first to ensure you get the most out of Salesforce – adoption and training are an integral part of our solutions.

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