Build Your Journey to Lasting Success

Know your itinerary, fuel requirements, and get everyone on board before you take off.




Journey Building

Technology projects are human journeys, not systematic destinations. It’s critical to first discuss the people you are, the people you serve, and the value you are looking to create. Once this is understood, architecting the technical, process, and communications infrastructure to be deployed can be done with ease, pragmatism, and careful consideration for what matters most.

What Is It?

  • comprehensive visioning activity focused on establishing a culture of collaboration, trust, and value creation
  • strategic process where experts define your technology based on need
  • unique opportunity for our collective team to focus on people
  • healthy container to engage in honest, cross-team dialogue
  • “rally the troops” exercise to get buy-in at all levels

Value Created:

  • Establish common goals, vision, and value drivers = increased excitement, adoption, and accelerated timeline
  • Defined technical plan = reduced implementation cost due to reduced friction and less in-flight changes
  • Build trust and educate team = greater sense of trust across team and turning skeptics into adopters

What’s Included?

  • Onsite Visioning Sessions
  • Solution Architecture & Design
  • Existing Tool Assessment
  • Technical Recommendations
  • Adoption Recommendations
  • Creation of Flight Plan

Solutions to Strategize

Journey Building

Technical Assessments

Journey Building Packages

Economy Class

Business Class

Global First

Business Functions

Up to 3

Up to 5

Up to 7

Breakout Sessions

Up to 6

Up to 8

Up to 10





Who is Journey Building Right For?


Journey Building is a great place to start if:

  • Business processes are not well-defined or are constantly changing
  • Recent leadership transitions or large organizational changes have occurred
  • Skeptics need to be turned into adopters
  • The organization is brand new to CRM concepts and/or Salesforce
  • More than two departments or functions want Salesforce
  • Processes are complex, legacy data is disjointed, and/or there are integrations
  • The goal is to go institution-wide with Salesforce
  • Assistance is required choosing licensing and 3rd party applications
  • A business case for Salesforce is needed to present to leadership, your board, or other funders to secure budget for the initiative