Get in touch

Engagements

Selected engagements from more than twenty-five completed projects.

Scope, industry, duration, and outcome come from reviews and testimonials clients wrote themselves, not from marketing copy.

High tech

Salesforce to HubSpot migration, rescoped

A first migration attempt had already failed and the remaining scope ran past two months. The plan was condensed to three weeks, then delivered in under two, with training and ongoing advisory after cutover.

Completed the migration in less than two weeks, well ahead of schedule

Migration

High tech

Salesforce and Slack, explained to non-experts

System improvements paired with explanation, so team members unfamiliar with CRM tools understood what changed and why.

He'll definitely be our first choice

Ongoing

Salesforce Verified review

High tech

Making sense of an inherited org

A team that had inherited a Salesforce instance nobody understood. Documented what existed, then found ways to operate more efficiently within it.

He helped our team immensely in understanding a Salesforce instance that we inherited

Ongoing

Salesforce Verified review

High tech

B2B2C org design with external data

Unique product requirements and high leadership visibility. Delivered a coherent org, scalable reporting including external data, and automated cross-department workflows.

We had a difficult problem and Scalable Operations solved it and set us up for success

Implementation

Salesforce Verified review

High tech

Second year of ongoing administration

Continuing support across Sales Cloud, administration, developer and integration services for a team without a dedicated admin.

His knowledge and level of support is unmatched

Ongoing

Salesforce Verified review

Real estate

Stripe integration and legacy Apex

A critical update to a Stripe integration involving significant Apex changes and detailed reporting on inherited legacy code.

Our Stripe operations are now more efficient and reliable

Integration

Salesforce Verified review

Real estate

Tenant onboarding flow

A new onboarding flow scoped and built for a real estate company, delivered on schedule with post-release support through the transition.

The team demonstrated deep domain expertise and provided valuable insights throughout both the scoping and execution phases

Implementation

Salesforce Verified review

High tech

Lead routing across HubSpot and Salesforce

Inbound leads reaching the wrong teams too slowly, complicated by a dual-platform setup. Routing built across both systems.

All inbound requests are routed accurately and addressed quickly

Integration

Salesforce Verified review

Nonprofit and education

Integration across a multi-program organization

Participants tracked across several program areas on a single org, with integration work spanning six months.

Exceeded expectations in every respect

Integration

Salesforce Verified review

Real estate

Two Salesforce orgs merged, 400+ users

Complicated data structures on both sides and stakeholders across many departments. One org was deprecated and migrated into the other with no data loss and no disruption to daily operations.

We would not have been able to complete the org merge successfully in the amount of time allotted

Migration

Salesforce Verified review

Most of these started as something a team had worked around for months.

If one of them sounds like your situation, a thirty-minute call is usually enough to tell whether I can help.

Get in touch