The OpFocus Strategic Roadmap

The OpFocus Strategic Roadmap guides you through an end-to-end business process and systems evaluation. The Roadmap provides detailed recommendations of Salesforce.com enhancements that will drive your success.

You invested in Salesforce.com to achieve your business goals. Meeting those goals often requires using multiple Salesforce.com modules, managing complex integrations and tailoring the platform to fit your business. OpFocus, a proven and respected expert in Salesforce.com, offers this Strategic Roadmap to help you harness the power of Salesforce.com.

The OpFocus Strategic Roadmap Includes The Following:

Discovery Sessions

Our systems architect will lead a series of interview sessions with stakeholders, including the IT and Business Strategy teams, establishing current pain points and business improvement goals. This includes a comprehensive discovery into process, systems, data, integrations and reporting.

Roadmap Report

The formal roadmap report will include detailed system analysis based on discovery findings as well as formal recommendations. The document will include the following:

  • A topic overview
  • Our expert recommendations, by topic
  • An outline of effort, scope and complexity
  • Assessment of perceived priorities

Review Meeting

The OpFocus team will review the findings and conclusions from the Roadmap Report with the the key stakeholders to reach a common agreement on the plan of action. External and internal resources will be identified and a timeline and budget will be determined.


OpFocus is my go-to strategic partner of choice in helping managing complex Salesforce.com and Marketo projects. Their expertise with process, systems, data and reporting on these platforms is unparalleled.
Peter Howe, Senior Director, Ipswitch, Inc