The renewal is approaching. The migration has been approved. Or the cost of keeping everything running has become impossible to justify.
Then somebody asks: “What are we actually doing today?” And nobody can give a complete answer.
There are years of Salesforce customizations, business logic in NetSuite, integrations in Workato, and code maintained by people who may no longer be there. The documentation describes an earlier version of the business. Your team is already busy keeping the current one running.
You don't need another product to learn and another investigation to manage. You need experts in the room who can take responsibility for understanding the environment and turning that understanding into a plan.
Our technology. Our experts. Your outcome.
dx0 is our proprietary software intelligence platform. Our Professional Services team uses it in your environment to map business logic, trace dependencies and investigate the questions holding up your project.
We do the mapping. We follow the dependencies. We work with your team to understand why things exist, which processes still matter, and what the business needs next.
You're engaging us to do the investigation, not to hand you a tool and leave you to it.
Start with the decision you need to make.
The question isn't always “How do we migrate?” Sometimes it's “Should we migrate at all?” We investigate the options, rather than assume the answer is a new platform.
Before you renew.
Which parts of Salesforce are essential? Where does functionality overlap with other systems? What could you simplify, consolidate or retire before committing to another contract?
Before you migrate.
What does the business actually do today? Which processes, automations and integrations must survive the move — and which should not come with you?
Before you consolidate.
Where is the same work happening twice? What depends on the system you want to remove? In what order can you untangle those dependencies?
Before you rebuild or leave.
Is Salesforce still the right platform? Could a focused rebuild solve the problem, or is replacement justified? What would each option really involve?
The business doesn't stop at Salesforce.
A Salesforce automation might trigger an order in NetSuite. A Workato recipe might carry a status between them. A piece of custom code might enforce a rule that nobody has written down.
Looking at one application in isolation can make something appear safe to remove when another system still depends on it. We follow the process across your supported connected systems, so the recommendation accounts for what happens beyond the platform you're changing.
What you leave with.
01
A map of what you have.
An evidence-backed view of the business logic, custom code, automations and integrations across your supported systems. Not just a list of components: how they work together and what relies on them.
02
Decisions you can defend.
Recommendations on what to keep, simplify, consolidate, rebuild or retire, grounded in the dependencies and your business context. Clear risks, trade-offs and opportunities to reduce unnecessary software cost.
03
A path your team can follow.
Technical requirements, priorities and sequencing for the next steps. What needs to change first, what needs validation, and what your internal team or implementation partner needs to know.
“Safe to retire” isn't a guess based on an old document. We identify dependencies, flag uncertainty and make clear what needs validation with your business owners before anything is removed. The same applies to recommendations about licences and cost: the opportunity needs evidence, not a promised percentage.
We can stay until the findings become progress.
A report doesn't finish a migration. As your team consolidates systems, rebuilds a process or exits a platform, new questions surface. We can stay alongside you to investigate those questions, assess the impact of proposed changes and refine the plan as the project moves forward.
We work with your internal teams and existing implementation partners. They carry out the changes; we provide the technical intelligence, requirements and ongoing guidance that help them make those changes with confidence.
Specialist investigation. Not general consultancy.
Our focus is the difficult part: understanding enterprise software environments that have become too complex for anyone to see clearly. We combine our own technology with people who know how to investigate these systems and translate the findings into practical decisions.
The engagement is scoped around your environment, your questions and the decision or project you need to move forward. Pricing is based on that scope and complexity — not a platform seat count.
Keep it. Simplify it. Rebuild it. Leave it. First, know what you're deciding.
