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Performing a solution audit is a vital component of the technology company development cycle when bringing a new technology system or extending the existing one into your organization: to evaluate the product, architecture, processes, and organization in order to help ensure that the objectives are met and validated, to scale, and make informed decisions, specifically when investigating the technical capability.

Security

Data quality, security and access

Code

Up-to-date code, its quality and deployment process

Features

Fast adoption of new features

 

Where Salesforce technical review comes in handy

 

A refined Salesforce project audit process is efficient and answers the investment questions in easy-to-understand terms, with sufficient detail, that answer the basics:

 

  • Technical risks and costs of the expansion
  • Strengths of the technical capabilities to meet the business objectives
  • Post-investment growth opportunities

 

Define full potential of Salesforce project audit.

Salesforce Org Health Check –
The checklist

The checklist for carrying out a technical audit, when bringing a new technology system or extending the existing one into your organization, might vary depending on the organization size, project or purpose of the expansion.

Focus areas

 

Focus areas

 

Conducting a technical audit and providing valuable insight on Salesforce projects

Business process review

 

Business process review

 

Conducting a technical audit and providing valuable insight on Salesforce projects

Technical Assessment

 

Technical assessment

 

Conducting a technical audit and providing valuable insight on Salesforce projects

Security and access

 

Security and access

 

Conducting a technical audit and providing valuable insight on Salesforce projects

Process of Salesforce Product Audit

Conducting a technical audit and providing valuable insight on Salesforce projects, by our experts, typically includes several stages such as tech stack, code hygiene, development processes, the ability to scale, security, etc. General practice shows that CoreValue will ensure that any cause for concern is red-flagged and recommendations for areas that need to be improved are documented and shared.

1. Kick off

Client briefing:

  • Short-term/long-term goals
  • Timeline
  • Scope, etc

Key people:

  • Client representative(s)
  • Solution Architect
  • Project Manager

Timing:

2 hrs

The initiation of the audit generally starts with the Client’s briefing to the CoreValue Project Team about the goals and focus areas of concern. It includes the explicit introduction of the team to the Clients and also precise clarification of initial goals alongside the alignment on a timeline, scope and long term goals. The solution architects and PMs are active participants from the very start of the project audit.

With the close interaction of the CoreValue Project Team and Business Analysts, or Head of Technology on the Client’s side, a holistic view of the overall system and its aspects, from different viewpoints, receive special attention. Particularly, complex environments with multiple clouds and integrations, multi level business processes, or infrastructure specific aspects are all specified here alongside the documentation of the end to end workflow of the system in general, depending on the complexity of the system.

2. Business processes focused review is the next step in a tech audit process; which is our usual practice.

  • Detailed Business Pprocesses analysis with architecture overview
  • Detailed architecture overview with documentation review
  • Licensing and clouds review
  • Correspondence of Salesforce flows to Business processes
  • Integrations and customizations review
  • Future system evolution

Key people:

  • Client’s Head of Tech
  • TechLead
  • Project Team

Timing:

5 days (remote/onsite)

3. Code Hygiene, Development processes’ quality

  • Codebase analysis and development process review
  • Data flows
  • Integration points review

Key people:

  • Client’s Head of Tech
  • Solution Architect

Timing:

Across 5 days
(depending on project
scope & volume)

The core interest in how high or low the quality of code/technology in the system is important as its quality directly impacts the engineering department’s efficiency and can potentially introduce a heavy ‘technical debt’ on an organization.The core interest in how high or low the quality of code in the system is important as its quality directly impacts the engineering department’s efficiency and can potentially introduce a heavy ‘technical debt’ on an organization.

The solution architects and technology managers investigate meticulously the code coverage and quality, deep usage of Salesforce functionality, data asset quality, its inputs and outputs, integrations and its testing processes, with a special focus on UI and regression testing.

Security and access is another cornerstone of the technical audit process. A detailed investigation of compliance and a security review of the existing system and its data as well as multidimensional access rules are crucial. Depending on the industry specifics, today’s technology needs to adhere to certain compliance or regulatory laws or rules. This can range from privacy laws, in relation to data, to standards, and to quality regulation within medical and aviation technology.

4. Security – a self standing item in the review including compliance review

Key people:

  • Security Assessment
  • Specialist

5. Results & reporting

  • Display key technical areas and issues list
  • Security and risk profiling
  • Present actionable insight & recommendations
  • Discussion of suggestions

Timing:

2–4 days

In order for the Client to be able to evaluate the current state of the system and future maintenance considerations, Reporting is the finalization of all the work performed based on the documentation and interviews conducted. A well-tailored report will present a thorough gap analysis within key technical areas, and provide actionable insight & recommendations on prioritized improvements of Salesforce-based solutions, scoring against industry best practices, alongside time and cost estimations, and a detailed code review with annotations.

Increase ROI from your Salesforce investment with Salesforce org health check.