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AurumGene

Advisory services

We advise leadership teams on what to do with Salesforce and Agentforce, in what order, and how to know it is working. Your teams and your chosen partners carry out the work. We keep it pointed at the outcome.

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Capabilities

Each capability stands alone. Most clients combine two or three into a single engagement.

01 / 06

Salesforce Strategy & Roadmap

Most Salesforce estates grow by project, not by plan. We step back with your leadership team, map the capabilities the business needs, and set out what to invest in, in what order, and why. The result is a roadmap your board can fund and your teams can follow.

The question it answers

What should we invest in next, and what will it return?

How it runs

  1. 01Current-state review
  2. 02Capability map
  3. 03Business case
  4. 04Sequenced roadmap

What you get

  • Business case with costs, benefits and assumptions stated plainly
  • Capability map linking business goals to platform capabilities
  • 12 to 24 month roadmap with decision points
  • Investment sequencing and dependency view
02 / 06

Agentforce Advisory

Autonomous agents are a business decision before they are a technology one. We help you find the use cases where an agent will change a number that matters, set the principles agents must follow, and define where people approve, review or take over.

The question it answers

Where should agents work in our business, and under what rules?

How it runs

  1. 01Use-case discovery
  2. 02Prioritisation
  3. 03Agent design principles
  4. 04Readiness plan

What you get

  • Prioritised use-case portfolio scored on value, feasibility and risk
  • Agent design principles for tone, scope and escalation
  • Human-in-the-loop model for each priority use case
  • Readiness assessment across data, process, people and governance
03 / 06

AI & Data Strategy (Data 360)

An agent is only as good as the data it can reach and trust. We work out which data your priority use cases depend on, what must be unified first in Data 360, and who owns quality and access. You get a data plan driven by use cases, not by volume.

The question it answers

Is our data good enough to trust AI with decisions?

How it runs

  1. 01Use-case data needs
  2. 02Source assessment
  3. 03Unification priorities
  4. 04Governance model

What you get

  • Data readiness view for each priority use case
  • Unification priorities and sequencing for Data 360
  • Data ownership, quality and access model
  • Privacy and consent considerations mapped to each use case
04 / 06

Process & Workflow Advisory

Automating a poor process produces a faster poor process. We study how work actually moves through your teams, redesign the steps that matter, and identify which are candidates for automation, for an agent, or for removal.

The question it answers

Which work should people do, which should agents do, and which should stop?

How it runs

  1. 01Process discovery
  2. 02Redesign
  3. 03Automation candidates
  4. 04Operating procedures

What you get

  • Process maps based on how work is really done
  • Redesigned target processes with clear ownership
  • Automation and agent candidate list with expected effect
  • Operating procedures for people working alongside agents
05 / 06

Enterprise Architecture & Governance

Good governance is what lets a Salesforce estate change quickly without breaking. We define the target-state architecture and org strategy, set up the centre of excellence and its guardrails, and help you choose the vendors and partners who will carry out the work.

The question it answers

How do we keep control as the estate and the number of agents grow?

How it runs

  1. 01Architecture review
  2. 02Target state
  3. 03Governance design
  4. 04Partner selection

What you get

  • Target-state architecture and org strategy
  • Centre of excellence charter, roles and decision rights
  • Guardrails and standards for change, security and AI
  • Vendor and partner selection criteria and evaluation support
06 / 06

Value Realisation & Programme Assurance

A programme reports on milestones. A board wants to know about benefits. We define the measures, track them against the business case, and run independent health checks, so leaders hear early when a programme is drifting and what to do about it.

The question it answers

Are we getting what we paid for, and how would we know?

How it runs

  1. 01KPI framework
  2. 02Baseline
  3. 03Health checks
  4. 04Benefits tracking

What you get

  • KPI framework linking programme outputs to business outcomes
  • Baselines and benefit owners for every measure
  • Independent programme health checks with clear findings
  • Adoption and change plan with leading indicators

How we advise

Three commitments shape every engagement, whatever its scope.

  • Independent by design

    We do not resell licences and we do not depend on follow-on work from the programme. Our advice has one beneficiary: your business.

  • Outcomes before features

    Every recommendation traces back to a measure a leader already cares about. If we cannot name the measure, we do not make the recommendation.

  • Honest about readiness

    We say when the data, the process or the organisation is not ready. A delayed start costs less than a programme that stalls.

How we work

One method, four stages. Each ends with a decision your leadership team can make.

  1. 01

    Discover

    Understand the business before the platform.

    We interview leaders, study how work really moves, and review the current estate. We leave with the handful of outcomes that matter and the constraints that are real.

    Outputs

    • Outcome hypotheses
    • Current-state findings

  2. 02

    Define

    Decide what is worth doing, and what is not.

    We turn findings into choices: which use cases, which order, what it costs, what it returns. Every choice carries a measure and an owner.

    Outputs

    • Business case
    • Prioritised portfolio

  3. 03

    Design

    Shape the target state and the rules around it.

    We design the roadmap, the operating model, the guardrails and the role of people alongside agents, in enough detail for your teams and partners to act on.

    Outputs

    • Roadmap
    • Operating model and guardrails

  4. 04

    Direct

    Govern the journey and keep it honest.

    We stay alongside leadership as an independent voice: assuring the programme, tracking benefits against the case, and saying early when something needs to change.

    Outputs

    • Programme assurance
    • Benefits tracking

Tell us where you want the business to be. We will tell you, plainly, whether and how we can help.

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