New York, NY
New York is a desk.
For New York teams: a Salesforce org implemented, rescued, or given its first AI agent, from the UAE, India and US desks. Reply within 24 hours.
Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
The org
What the week looks like here.
The problems New York teams bring us first. Tell us which one is yours.
Compliance is bolted on at the end
SEC, FINRA, and NY DFS expectations arrive in UAT, and the sharing model gets rebuilt under deadline. Who may see which client is a design decision, so we make it on day one.
The client sees three versions of you
Wealth, lending, and service each hold their own view, so the client repeats themselves and notices. One profile is the whole point, and it is mostly a data problem, not a licence problem.
Agent pilots that never got permissioned
An assistant that cannot respect entitlements will not go live in a regulated firm, no matter how well it demos. We check grounding and permissions before quoting the build.
You were quoted before anyone read the org
Inherited Salesforce estates carry a decade of workarounds. We assess first and price the named piece after, because an unread rescue cannot honestly be fixed-price.
Examples
Three teams in New York.
Example
COO at a registered investment adviser in Manhattan
Today: Compliance reviews the sharing model in UAT, and it gets rebuilt under deadline.
After: Who may see which client is decided in week one.
Example
Client service head at a wealth and lending firm in New York
Today: Wealth, lending and service each hold their own view of the client.
After: One client profile all three teams open.
Example
Operations lead at a commercial insurer in New York
Today: An assistant demoed well and never got entitlements.
After: The agent runs inside each user’s permissions, on one named process.
The first weeks
From the brief to one process in production.
Day 1
Send the situation
One brief. Someone who can say no replies within 24 hours.
Week 1
We read your org
Remotely, while you sleep. The questions are waiting when you log on.
End of the read
A written assessment
What to fix first, or the reason this is not the work.
Build week 1
The first named piece
A fixed price for the week, agreed before it starts.
Go-live
One process in production
A person on the exceptions. Then we stay.
Desks
Where the practice sits.
Dubai, UAE (HQ)
Mindcat Technology Consultants FZE, F-15, 1st Floor, Warba Center, Abu Baker Al Siddique Road, Al Muraqqabat, Deira, Dubai, UAE
Sun-Thu: 9AM-6PM GST
Kerala, India
Mindcat Consulting Private Limited, Villa 19, Countryside Bungalows, Shasthamugal, Mamala PO, Puthencruz, Kochi, Kerala 682305
Mon-Fri: 9AM-6PM IST
USA · mailing
101 RAINBOW DRIVE PMB 13542, Livingston, TX 77399
Mon-Fri: 9AM-6PM CST
Verticals
Where we already know the objects.
Knowing the records a sector runs on is most of the first week. Open the one that is yours.
Financial Services
The book, the suitability trail, and who is allowed to see which client.
Insurance
Policies, renewals, and the claim that has to be picked up by a person.
Media & Entertainment
Rights, deals, and distribution that outlive the spreadsheet tracking them.
Healthcare
Referral, appointment, and follow-up on a channel the patient already uses.
Real Estate
Inquiry, viewing, offer, and close living on one record.
Professional Services
Pipeline, engagement, and the utilisation number the partners argue about.
Technology
Renewals, usage, and an account team that can see both.
The desk
Why New York.
What we already know about working here, so you are not paying us to learn it.
City pages
Other USA desks.
The same first week, run from the same practice. Pick the city closest to your team.
Country
United States
Salesforce and AI consulting for US teams, by industry.
USA
Chicago
US book.
USA
San Francisco
US book.
USA
Los Angeles
US book.
USA
Dallas
US book.
USA
Houston
US book.
USA
Atlanta
US book.
USA
Boston
US book.
USA
Miami
US book.
USA
Seattle
US book.
AI agents
AI agents for US teams
Desks
All locations
Dubai HQ, US desk, Kochi studio.
Field notes.
Engagements we can describe. Named only where the client said yes.
The brief
Send the situation.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner. If the week is already on fire, say so in the first line.