Scoped Engagements, Not Guesswork
Every engagement is packaged as a defined SKU with clear deliverables — assessments, implementation packages, and specialized technical services across Data Cloud, Marketing Cloud, AI orchestration, and enterprise architecture advisory.
Data Cloud & Architecture Services
Data Cloud Readiness & Governance Assessment
Fixed-Fee AssessmentA comprehensive evaluation of enterprise data infrastructure prior to Data Cloud ingestion. Includes mapping existing source systems, reviewing data hygiene, identifying identity resolution bottlenecks, and defining data governance frameworks.
Deliverables
- Data lineage blueprint
- Identity resolution strategy document
- Technical readiness scorecard
Data Cloud Core Implementation Architecture
Implementation PackageEnd-to-end architecture and deployment of Salesforce Data Cloud. Covers data stream configuration, data model mapping (DMO/DMS) adhering to standard cloud schemas, identity resolution rule design, and initial calculated insights creation.
Deliverables
- Production-ready Data Cloud instance
- Mapped data streams
- Verified identity resolution rules
- 3 production calculated insights
Advanced Data Cloud Optimization & Activation
Technical Deep-DiveFor organizations with existing deployments looking to maximize ROI. Focuses on complex streaming data transformations, custom data spaces configuration, real-time programmatic activations, and external data lake integrations (e.g., Snowflake, BigQuery zero-copy architecture).
Deliverables
- Optimized data graph structures
- Live activation pipelines
- Performance-tuned SQL transformations
Marketing Cloud Engagement (MCE) Services
Marketing Cloud System Pathology & Assessment
Diagnostic AssessmentA deep-dive diagnostic assessment of existing Marketing Cloud Engagement accounts. Evaluates data extensions architecture, contact counts optimization, Journey Builder health, delivery metrics, and custom SSJS/AMPScript efficiency.
Deliverables
- System pathology report detailing technical debt
- Contact count reduction roadmap
- Performance bottleneck identification
Engagement Engine Foundational Setup
Implementation PackageComprehensive configuration of Marketing Cloud Engagement. Includes Multi-Org architecture configuration, custom Preference Center design, SAP (Sender Authentication Package) setup, IP warming strategy, and core transactional/marketing journey templates.
Deliverables
- Fully authenticated business units
- Warm IP address tracking
- 3 production-ready automated journeys
Custom MCE Data Engineering & SSJS Solutions
Specialized Technical ServiceAdvanced development targeting complex personalization and automation workflows inside MCE. Focuses on writing high-performance SQL query activities for audience segmentation, custom AMPScript/SSJS for dynamic content, and WSProxy scripts for API orchestration.
Deliverables
- Custom script library
- Optimized SQL automation workflows
- Technical documentation
AI & Agentic Orchestration Services
Autonomous Agent & Agentforce Blueprint
Strategic AdvisoryA practical, skeptic-minded evaluation of enterprise AI capabilities. Defines high-value use cases for autonomous agent orchestration, maps data prerequisites within Data Cloud, and architectures multi-agent interoperability frameworks.
Deliverables
- Agentic AI capability matrix
- Prompt engineering guardrails
- Implementation roadmap for autonomous execution
Agentforce & Atlas Engine Implementation
Technical ImplementationBuilding, testing, and deploying autonomous agents leveraging the Atlas reasoning engine. Focuses on configuring trusted actions, grounding agents with verified Data Cloud segments, and establishing cross-channel execution guardrails.
Deliverables
- Configured production/sandbox agent profiles
- Verified action libraries
- Grounding data validation logs
Technical Advisory & Custom Engineering
Fractional Enterprise Architecture Support
Retained Advisory (Monthly)Retained technical advisory providing system-agnostic platform architecture, integration validation, and platform roadmap governance. Serves as a pragmatic, external sounding board for enterprise MarTech investments.
Deliverables
- Dedicated architecture review sessions
- Ongoing technical advisory
- Monthly roadmap validation reports
Model Context Protocol (MCP) Custom Integration
Custom Engineering ProjectEngineering custom MCP servers to securely bridge external LLMs and autonomous agents with native platform APIs. Enables secure backend orchestration and programmatic data retrieval without vendor lock-in.
Deliverables
- Production-grade, secure MCP server deployment
- Code repository access
- API endpoint documentation
Delivery Support FAQ
How we work alongside your team — from kickoff through handoff and post-launch support.
