Independent review of a Salesforce or AI proposal

€800-1,000 · Half a day of analysis, delivered within 5 working days

It exists to establish what you are actually buying, before the ambiguities in the proposal harden into project constraints.

When you need it

You have received a proposal and have to decide soon.
The document is clear commercially, but there is nobody in the company who can weigh its technical and operational implications.
You need to compare two or more offers on a comparable basis.
You are weighing Agentforce, Data 360, Snowflake, an integration with ChatGPT or Claude, or an extension of the Salesforce platform you already run.
You want to know which costs, activities or dependencies have not been made explicit yet.

Asking the vendor to explain their own proposal is necessary, and a serious vendor will do it willingly. It does not, however, replace an assessment made from the side of the person who has to approve the budget and live with the consequences of the decision.

What I examine

Scope and activities

What is included, what is excluded, which activities implicitly stay with the client, and which dependencies can trigger change requests:

features and use cases covered;
assumptions stated and unstated;
integrations included;
data migration, cleansing and preparation;
training, testing, support and hypercare;
client-side roles and responsibilities;
work assigned to third-party vendors.

Total cost and sustainability

The cost over twenty-four months, not just the initial project figure. Where relevant: licences and renewals, credits or variable consumption, data platforms and additional services, integrations and maintenance, support, the data work that will be required, and the time demanded of business, IT, security and process owners.

Architecture, data and security

Whether the proposal accounts for the prerequisites that make the solution usable in your context: data sources and their quality, information ownership, integrations and source systems, permissions, privacy and audit, architectural dependencies, and the specific requirements of agents and automation.

Value and success criteria

Whether the proposal makes clear which operational problem it addresses, who will use the solution, what result it has to produce, how that will be measured, when it will be verified and who is accountable for the measurement.

What you receive

A 3-5 page document, with the observations ordered by priority and impact.
A list of questions to send the vendor before signing.
The assumptions, dependencies and conditions to make explicit in the contract or Statement of Work.
A 45-minute call with the people accountable for the decision.

The document does not replace legal or contractual advice. It exists to clarify technical, organisational and economic elements before they become project constraints.

Frequently asked

What do you need to start?

The proposal you received, any technical annexes, and an initial call of around 30 minutes to understand the context, the objectives and the decision deadline. Where available, the SOW, purchase order, proposed architecture, licensing model and integration documentation all help.

Will the partner be involved?

No, unless you explicitly ask. The review is carried out on the material you share and the context you describe. The aim is to prepare you to handle the conversation with the partner with more clarity.

Will you tell me whether to buy or not?

I give you the criteria to decide: whether the scope, costs, prerequisites and conditions of the proposal are consistent with the result you want. The decision stays yours. Sometimes the proposal is sound and only specific clarifications are needed; other times it emerges that the use case, the scope or the sequence of work needs redefining.

When do you need an assessment instead?

If you do not have a proposal yet and the question is whether the company is ready to invest in AI, CRM, data or automation, the right service is the AI & CRM Readiness Assessment. The review works on a document that already exists; the assessment works on your organisation.