Independent, senior advisory for healthcare leaders — org audits, architecture reviews, and a roadmap your CFO can sign off on. We don’t sell licenses; we sell decisions.
Most organizations are underutilizing the capabilities of Salesforce. We listen to your business problems, then design cost effective solutions for each one.
How can I shorten quote-to-cash by 30%?
How can I cut service cost per ticket?
How can I increase win rates by 20%?
How can I stay audit ready by default?
Your question isn't here? That's exactly what the first 30 minutes of a call covers →
Every consulting engagement runs through the same five steps. Smaller scopes move faster, larger projects take more time at each step.
Three categories of impact, with engagement examples that show what each looks like in practice.
Cost Savings
$1.2M+
Saved across recent engagements
Cost effective solutions that meant real savings for clients.
Problem Solving
12
Organizational processes restructured
Optimizing organizational processes to run more efficiently.
Future Planning
8
Future proof roadmaps delivered
Multi year roadmaps that align with organizational goals.
A four person customer success team was drowning in tickets. Leadership had already budget approved a $180K Service Cloud expansion to handle the load.
Two thirds of those tickets came from billing discrepancies. The payment platform sync had been failing silently for 14 months, creating duplicate accounts and wrong invoice totals that drove most of the support volume.
We fixed the sync in six weeks. Ticket volume dropped by more than half. The expansion budget was redirected to a renewal automation build that increased ARR.
A retail chain was running three separate Salesforce orgs from three acquired brands. Leadership wanted a single consolidated org and had already drafted a 12 month plan.
Each org served a different commercial model with conflicting regulatory and licensing requirements. Consolidating would have forced a lowest common denominator design that lost capability across all three brands.
We kept the orgs separate and built a shared customer 360 layer. Cross brand reporting and customer matching worked the way leadership wanted, without an 18 month migration.
A manufacturer had a $400K budget and a nine month plan to build a custom warehouse to Salesforce sync from scratch.
A vendor integration template covered 85% of their integration needs out of the box. The remaining 15% was customization that fit comfortably in a six week sprint.
We deployed the template plus the customization in eight weeks. The remaining $300K from the original budget funded an AI feature set leadership had assumed they could not afford this year.
Pick the engagement that matches the decision you need to make. A targeted audit, a deeper technical review, or a full transformation plan.
A focused audit of your existing Salesforce org. We review security, data quality, automation, adoption, AI readiness, and your license footprint.
What you getWe run an independent technical review of your platform. Integrations, data model, automation, and how everything scales. You get a future state design and a phased migration plan.
What you getA transformation plan you can take to the board. It covers vision, business case, the sequence of initiatives, and an investment forecast for the next two years.
What you getEvery diagnostic engagement ends with a written scorecard across six axes. This is what one looks like.
Average impact across our last 18 healthcare advisory engagements — measured 12 months post-handover.
Anchor walked into a 3-org mess and walked out with a single-page roadmap our board approved in 30 minutes. They’re not consultants — they’re the architects we wish we’d hired ten years ago.
Every advisory engagement produces artifacts. Each one belongs to your team. The following are four examples of what you get.
Audit of Security, Data, and Architecture with a Prioritized Remediation Backlog.
Object Model, Security Framework, Integration Topology, and Architecture Decision Log.
24 month Roadmap with Quarterly Status, Owner Assignments, and Cost Forecasts.
License composition analysis showing where seats can be downgraded or consolidated for savings.
A 24-month roadmap built around your business calendar — sequenced initiatives, RAG status per quarter, and a single page your board can act on.
The things teams ask us most when scoping a Salesforce implementation.
