Salesforce Platform Optimization & Governance

Optimize performance, reduce technical debt, and govern your platform for scale.

System performance
Maintenance cost
Release velocity

Large Salesforce environments accumulate complexity over time: unused metadata, overlapping automation, and inconsistent governance that slow performance and raise risk. This solution improves performance, reduces technical debt, and establishes the governance frameworks that support sustainable, scalable growth

Digital Maturity Assessment
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CHALLENGE

Years of change have left your platform slow and hard to govern.

Every Salesforce org tells the story of how it grew.

Years of new fields, objects, and automations have piled up, much of it unused or overlapping, until no one is quite sure what's safe to change. Legacy logic runs alongside the new, performance slows, and every release carries more risk than it should.

What you built to move faster is now slowing you down.

CAPABILITIES

From platform cleanup to governance, the full path to a healthier org

Platform health assessment
A full analysis of metadata, performance, integrations, and usage patterns that surfaces where complexity has built up. The assessment pinpoints unused configuration, automation overlap, and performance drag, giving you a clear, evidence-based picture of what to fix first.
Configuration optimization
Cleanup of unused objects, fields, and automation that have accumulated over years of changes. Redundant and overlapping logic is consolidated or retired, reducing the clutter that slows performance and makes every new change harder than it should be.
Process re-engineering
Workflows streamlined and realigned to how the business actually operates today. Legacy processes that no longer fit are redesigned for clarity and efficiency, so the platform supports the work rather than forcing teams to work around it.
DevOps and release management
CI/CD pipelines and automated testing frameworks that make releases faster and safer. Changes move through structured build, test, and deployment stages with version control, so teams ship with confidence instead of risking the org with every update.
Performance, adoption, and governance dashboards
Reporting that brings platform health into view across release quality, usage, incident trends, adoption, and operational efficiency. Leaders see how the platform is performing and where attention is needed, turning governance from a periodic exercise into an ongoing signal.
Governance framework
Platform design standards and change management processes that keep the org healthy as it grows. Clear ownership, naming conventions, and review gates ensure new work follows consistent patterns, preventing the configuration drift that created the complexity in the first place.
Agentforce readiness and responsible AI controls
Assessment and implementation guardrails for Agentforce and Einstein, including prompt governance and safe operational rollout. The work establishes the controls and oversight that let you adopt AI on a clean, well-governed foundation rather than layering it onto technical debt.
Unmatched outcomes
World-class consultants
Incredible partners
Culture of care
Unmatched outcomes
World-class consultants
Incredible partners
Culture of care
Unmatched outcomes
World-class consultants
Incredible partners
Culture of care
Unmatched outcomes
World-class consultants
Incredible partners
Culture of care

Choose the right starting point

Essentials

$90K

and up

Pinpoint what's slowing the platform and fix it fast.

Rapid Hubbl-powered platform assessment
First remediation wave clearing tech debt and automation conflicts
Usage analytics dashboards proving the gain
Typically 6-10 weeks
Growth

$200K

and up

Turn a one-time cleanup into a managed operating model.

Streamlined automation
Established governance processes
Continuous performance monitoring across teams
Typically 10+ weeks
Enterprise

$450K

and up

Run Salesforce as governed enterprise infrastructure.

Architecture optimization
Enterprise governance model and platform observability
Controls supporting AI and automation at scale
Typically 18+ weeks
TECHNOLOGY

Supporting purpose-built platforms
for financial services

Salesforce
Salesforce Platform (Lightning)

Configuration cleanup, automation consolidation, and process re-engineering on the core platform. 

Salesforce DevOps Center

CI/CD pipelines, release management, and automated testing frameworks.

Hubbl
Hubbl Diagnostics

Automated org analysis and financial services benchmarking that surfaces tech debt, unused metadata, automation complexity, and risk, powering the platform health assessment.

start a digital maturity asessment

Start with clarity.

Our Digital Maturity Assessment benchmarks your platform health, data foundation, and governance capabilities. It surfaces the gaps slowing performance and defines the right optimization path.

Digital Maturity Assessment
Talk to an Expert