Salesforce MVP Hall of Fame · Salesforce consulting partner since 2010
Data readiness first. Without context, we will not quote a build.
Before Agentforce or a custom agent, we check knowledge hygiene, permissions, Data Cloud or equivalent grounding, and the systems the agent would write to. You get a readiness note, not a demo.
Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
The work
What we do in the org.
Someone wants an agent next quarter. The CRM is messy, Knowledge is stale, or permissions were designed for people, not for a runtime that will act at 2 a.m.
The check
Ready, and not yet.
Not yet
Ready to build
- Knowledge articles last edited years ago
- Knowledge a person would trust
- Agent runs as an admin user
- Agent sees no more than the desk it sits on
- Duplicates on the accounts it would read
- One record per customer it acts on
- No list of systems it would write to
- Every write target named with an owner
Sequence
The note before the build.
Free
The assessment
A short read of the org and a written note. No charge.
Week 1
Readiness read
Knowledge, permissions, grounding, write targets. AED/SAR 14,900, credited if you sign the build within 60 days.
End of week 1
Go, clean first, or no
In writing, with the reasons.
The honest no
When we are the wrong partner.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Who asks for the read
An agent next quarter. A CRM from last decade.
Example
Head of service at a Dubai property developer
Today: The board wants an agent answering owner questions by handover season. Half the Knowledge articles describe old payment plans.
After: The readiness note says which articles a person would trust, which to retire, and whether the build waits.
Real estateExample
IT manager at a Riyadh distributor
Today: The pilot agent was set to run as an admin user and see every account.
After: The read names the desk the agent sits on. It sees no more than that desk does.
For CTOsExample
Patient services lead at a Kochi clinic group
Today: The same patient exists three times, and the agent would read all three.
After: Duplicates on the records it would act on are named first. Go, clean first, or no.
Clinics
Before you pick a partner
Read these first. Then call anyone.
Our buyer guides. They apply whether or not you hire us.
Choosing an AI partner in the UAE
Five kinds of partner compared, the PDPL, DIFC, Arabic and WhatsApp questions, and red flags.
Choosing an AI implementation partner
Evaluation criteria, deployment models, governance fluency, and red flags.
AI partner evaluation framework
A five-part scorecard: depth, governance, integration, security, delivery.
Questions to ask an AI partner
Architecture, security, governance, pricing, and who is accountable.
AI partner vs in-house team
Hiring timelines, real costs, and dependency risk, scenario by scenario.
AI pilot to production
Which of the four ways your pilot stalled, and the sequence that moves it.
The brief
Send the situation.
One email. The situation travels with it. The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days.