Build around the package you bought, without the lock-in.
Financial Services Cloud, Salentica, nCino or your own managed package stops at the edge of what it was designed for. We add a documented layer around it: custom and external objects, event-driven integration, reports the package could not run. It survives the vendor's upgrades, and any partner can read it after us.
49 Financial: +60% adviser efficiency, 100% of Charles Schwab data integrated, no lock-in to Salentica
The package was the right call. Then it stopped at the edge.
Custodian data lives in a second system. The object you need cannot be added. Your automation collides with the vendor's, and every workaround inside the package breaks on the next release. The vendor says that is not how it is meant to be used.
Replacing the package is a two-year project. Hacking inside it is a dependency you will never leave. There is a third way.
A layer around the package, documented, upgrade-proof.
What the package owns stays in the package
Architecture that separates the vendor's objects from yours: child and external objects, clear integration contracts.
Events instead of collisions
Platform Events and Change Data Capture, so your logic and the vendor's automation never fight over the same record.
Reports the package could not run
One client view across custodian, household and product data. At 49 Financial, five sources became one.
Readable by anyone after us
An integration map, the object model, runbooks. The client must be able to leave; that is why they stay.
From the limit to the layer.
Review
Where the package stops and why: field and storage limits, trigger conflicts, governor limits, missing objects.
Architecture
What lives in the package, what lives in the layer, how events move. Signed off with your admin and IT.
Build in streams
Governed releases every two weeks; the package stays upgradeable throughout.
Documentation
Integration map, object model, runbooks.
Where we have done it.
Advisers 60% more productive with one client view. No lock-in to the package.
All case studiesQuestions, and what is not included.
Fixed price after scoping. The Health Check fee is credited in full.
If the scope was wrong, we say so in the first days and re-scope before any work.
Which packages have you built around?
Why not customise inside the package?
How long does it take?
Does the Health Check credit apply?
Not included
- Replacing the package. If it should go, we say so in the review.
- Custom development with no business owner on your side.
- Data cleanup beyond what the layer needs; that is Data Migration & Cleanup.
Make your Salesforce earn.
Thirty minutes, one hypothesis about your business, no pitch. We reply within one business day.
One reply from a person, within one business day.