Identify if your Salesforce org needs a professional review. Check any items that apply.
Check any performance problems you're experiencing:
Users complain about speed or see loading spinners frequently
Complex reports timeout or take minutes to generate
Getting warnings about limits or had to purchase more storage
Check any data issues you're experiencing:
Same contacts, accounts, or leads appear multiple times
Phone numbers, addresses, or names formatted differently
Key fields frequently empty or data is outdated
Check any usability concerns:
Spreadsheets, notes, or other tools used instead of Salesforce
Simple activities require navigating multiple screens
Too many fields, unclear organization, or outdated page layouts
Check any technical accumulation issues:
Clutter from old projects or features nobody uses anymore
Workflow Rules or Process Builders that should be retired
Tribal knowledge - only certain people know how things work
Check any security or access concerns:
Hard to understand who has access to what
Sharing rules or record visibility isn't properly configured
Not sure if org meets regulatory requirements (HIPAA, SOC2, etc.)