Org Health & Limits
Automation density, governor limits, code quality, and technical debt inventory.
Expert audit. Executive-ready deliverables.
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Independent Architecture Review Before You Invest
Surface technical debt, security gaps, and scalability risks across your Salesforce org, integrations, and product platform — with a prioritized remediation plan.
Salesforce & AIFull-Stack EngineeringDevOps & Cloud Architecture
Request Architecture Review
1–2 wk
Typical review timeline
Expert
Independent assessment
Before a major migration, expansion, or AI rollout, an architecture review prevents costly rework. I assess your org health, integration patterns, security controls, and delivery readiness — then deliver a prioritized roadmap your leadership team can act on.
Scope
What the Review Covers
Integration Architecture
API patterns, sync reliability, error handling, and middleware design review.
Security & Compliance
Sharing model, field-level security, PII handling, and audit trail gaps.
Scalability & Performance
Query patterns, batch design, caching strategy, and peak-load readiness.
Deliverables
What You Receive
Executive Summary
Business-readable overview of findings, risks, and recommended priorities.
Technical Findings Report
Detailed assessment with severity ratings and evidence for each issue.
Remediation Roadmap
Phased plan with effort estimates, dependencies, and quick-win opportunities.
Architecture Recommendations
Target-state patterns for integrations, data, automation, and governance.
Process
Review Methodology
Scope & Access
Define review boundaries, stakeholders, and secure access to systems and documentation.
Deep-Dive Assessment
Analyze org metadata, integrations, code, security model, and operational practices.
Findings Workshop
Walk through prioritized issues with technical and business stakeholders.
Remediation Roadmap
Deliver phased plan with effort, risk, and business impact for each recommendation.
Impact
Review at a Glance
40+
Review dimensions
Org, integration, security, and delivery areas covered.
P1–P3
Priority tiers
Findings ranked for executive and engineering action.
2 wk
Typical delivery
From kickoff to final report and walkthrough.
100%
Independent
Vendor-neutral assessment focused on your outcomes.
Capabilities
What's Included
Salesforce org health assessmentIntegration and API architecture reviewSecurity and compliance gap analysisPerformance and governor limit auditTechnical debt inventoryAI readiness and data quality reviewRemediation roadmap with effort estimates
Client Voices
Trusted by Global Enterprises
What engineering leaders and CTOs say about working together.
Nixopix helped us redesign Sales Cloud around real operating workflows, not generic CRM templates. Within one quarter we improved pipeline visibility, reduced manual updates, and saw stronger adoption from sales leadership to front-line reps.
He led our Experience Cloud and CPQ rollout with clear architecture decisions and disciplined delivery. Quote turnaround improved, pricing errors dropped, and our operations team gained a process they can maintain without constant rework.
Nixopix combined Salesforce architecture and AI design into one practical roadmap. The Data Cloud implementation unified fragmented patient engagement data and gave our teams reliable segmentation for personalized outreach.
Our Lightning migration and OmniStudio implementation stayed on schedule with no disruption to business teams. His technical audit uncovered critical org risks early, and the remediation plan was clear enough for our internal team to execute confidently.
He implemented Service Cloud automation and Agentforce capabilities with a strong governance model. We reduced repetitive tier-1 workload and improved response consistency while keeping security and escalation controls intact.
Nixopix helped us redesign Sales Cloud around real operating workflows, not generic CRM templates. Within one quarter we improved pipeline visibility, reduced manual updates, and saw stronger adoption from sales leadership to front-line reps.
He led our Experience Cloud and CPQ rollout with clear architecture decisions and disciplined delivery. Quote turnaround improved, pricing errors dropped, and our operations team gained a process they can maintain without constant rework.
Nixopix combined Salesforce architecture and AI design into one practical roadmap. The Data Cloud implementation unified fragmented patient engagement data and gave our teams reliable segmentation for personalized outreach.
Our Lightning migration and OmniStudio implementation stayed on schedule with no disruption to business teams. His technical audit uncovered critical org risks early, and the remediation plan was clear enough for our internal team to execute confidently.
He implemented Service Cloud automation and Agentforce capabilities with a strong governance model. We reduced repetitive tier-1 workload and improved response consistency while keeping security and escalation controls intact.
FAQs
Frequently Asked Questions
Common questions about architecture review.
What systems can be included in the review?
Salesforce orgs (all clouds), MuleSoft or custom integrations, data warehouses, identity providers, and adjacent product platforms that connect to your CRM or operations stack.
Do you need production access?
Read-only access to sandbox and metadata exports is usually sufficient. Production access is only requested when performance or live integration behavior must be validated.
How are findings prioritized?
Each finding is rated by severity (P1–P3), business impact, effort to remediate, and dependency on other work — so leadership can fund the right fixes first.
Can this review support an upcoming migration?
Yes. Architecture reviews are commonly used before Lightning migrations, cloud expansions, ERP integrations, or AI deployments to reduce rework and downtime risk.
What deliverables will my team receive?
An executive summary, detailed technical report, remediation roadmap, and a live walkthrough session with your engineering and business stakeholders.
Get Clarity Before Your Next Major Investment
Request an architecture review and receive prioritized, actionable recommendations for your Salesforce and platform stack.
Independent expert assessment
Prioritized remediation roadmap
Executive and technical deliverables
Reduced migration and delivery risk