Services

Innovate and Transform with Strategic Partnerships

Explore our comprehensive consulting services that drive innovation and sustainable growth.

Technology & Modernisation Consulting

Supporting organisations in adopting modern technologies, upgrading legacy systems, and implementing solutions that enhance performance and resilience.

Process Automation & Enterprise Systems Integration

Improving operational efficiency through automation, system redesign, and integration across platforms such as CRM, ERP, finance, HR, and data systems.

Collaboration & Innovation Workshops

Guiding teams through structured workshops to identify challenges, map solutions, and develop actionable plans for innovation and continuous improvement.

Salesforce Consulting & Implementation

We help organisations configure, optimise, secure, and extend their Salesforce environment to support real business outcomes.
From admin support to complex automation, integrations, and governance, we ensure Salesforce works smoothly and efficiently for your teams.

Salesforce Services We Offer

🟦 Salesforce Administration & Platform Support

  • User & security management
  • Profiles, permission sets, & role hierarchy
  • Health checks & org clean-up
  • Licence optimisation

🟦 Process Automation (Flows & Best Practices)

  • Migration from Workflow Rules & Process Builder
  • Design of scalable, reusable flows
  • Approval processes
  • Automation governance & documentation

🟦 Salesforce Data Management

  • Data imports, deduplication & quality improvement
  • Data Loader & API-based data operations
  • Backup & recovery setup
  • Field-level and object-level security planning

🟦 Integrations & System Connectivity

Connecting Salesforce with:

  • ERP (Oracle, SAP)
  • Finance/HR systems
  • Microsoft platforms
  • External APIs & middleware
  • Power BI, Qualtrics, SharePoint

🟦 Salesforce Reporting & Dashboards

  • Optimised dashboards
  • Executive reporting
  • NDIS, NFP, and operational reporting
  • Data insights for decision-making

🟦 Industry Experience – NDIS, Nonprofit, Community Services

Program reporting & workflows

Lumary platform support

Service Agreement automation

Case Management configuration

Discover how our collaborative strategies drive digital transformation and lasting success for your business.

Collaborative Digital Innovation

Harness cutting-edge digital tools through partnerships that foster creativity, streamline operations, and accelerate innovation.

Purpose-Driven Transformation

Implement strategies that align with your company’s mission, ensuring meaningful change and measurable impact.

Sustainable Business Outcomes

Achieve long-term success by integrating eco-friendly practices and forward-thinking solutions into your core operations.

Strategic Partnerships for Sustainable Growth

Explore how our collaborative, purpose-driven strategies empower businesses to innovate and thrive in the digital age.

Digital Transformation Strategy

Craft tailored roadmaps to seamlessly integrate technology and optimize operational efficiency.

Collaborative Innovation Workshops

Facilitate interactive sessions that inspire creative problem-solving and breakthrough ideas.

Sustainability Consulting

Develop actionable plans that align business goals with environmental and social responsibility.