Org Insights gives your leadership team a clear picture of your Salesforce org across security, governance, performance, access, and data quality — plus a prioritized plan for your next rollout, expansion, or audit.
A strong expansion plan starts with a clear view of today's architecture, dependencies, and opportunities.
The org works because usage patterns are narrow and tribal knowledge fills the gaps.
New lines of business introduce new data, users, access models, and releases.
Strong governance creates a clear foundation for growth, releases, and accountability.
The assessment gives your team clear answers before the next expansion: What can be reused? What should be refined? What is ready to scale? What governance will support the next stage?
We do the heavy lifting — you get findings you can present to leadership and a plan you can act on immediately.
We establish read-only access to your org. Nothing is installed in production, nothing is changed.
Security, governance, performance, data quality, and more — analyzed comprehensively and automatically in week one.
Results are translated into plain-language business impact — in clear business language.
A prioritized roadmap your leadership can approve and your team can begin using immediately.
Org Insights gives your team a clear answer across 24 risk areas, with findings organized for action.
Access patterns, sensitive-data exposure, guest access, and permission structure — mapped and prioritized by business impact.
Permission structure, profile design, and access patterns — mapped so your org is ready for new users and teams.
Automation design, code health, platform configuration, and dependencies — mapped so your team can plan the next release with confidence.
Storage, API, and performance thresholds — surfaced early so your team can plan capacity and releases with confidence.
License utilization, configuration, user experience, and data quality — mapped into clear opportunities for improvement.
Run the assessment again after remediation. See the improvement in your score and show leadership measurable progress.
Everything your leadership team needs to make decisions — and everything your engineers need to act on them.
A board-ready health score, your key risks ranked by business impact, and the decisions leadership needs to make.
Every issue found, with severity, business impact, the team who owns it, and how much effort remediation will take.
How to structure access, manage data, run releases, and scale with the governance your organization needs.
A sequenced plan: what to prioritize first, what to do next, and how to onboard new teams with a strong foundation.
Run the assessment again after remediation and show your leadership team a measurable score improvement.
All findings in a structured format, ready to feed your planning tools, backlog, or AI-native roadmapping process.
Org Insights combines automated discovery with expert interpretation, turning 24 risk areas into a prioritized plan your team can use.
| Free tools & basic scans | Org Insights |
|---|---|
| A repeatable baseline you can revisit | A repeatable baseline you can track over time |
| A broad view of the org across key health dimensions | 24 risk areas analyzed across 6 dimensions |
| Business-context findings ready for review | Business-context interpretation and a prioritized roadmap |
| Structured findings ready for planning | Structured findings ready for planning and leadership review |
| Useful for planning, governance, architecture, and release decisions | Built for executives, architects, and release leaders making informed decisions |
We run the assessment, interpret the findings, and deliver a leadership-ready plan — your team stays focused on reviewing results and planning next steps.
We establish secure access, run a comprehensive scan across security, governance, performance, data quality, and more, and review every finding for your specific context.
We translate findings into executive language — what matters most, what to prioritize, how it connects to your roadmap, and how to communicate it to leadership.
Security decisions, scaling priorities, governance gaps, and a sequenced remediation roadmap — ready to present to leadership and assign to your team the same day.
Pricing: Contact us for pricing
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