Scope diagnosis
What was agreed, what got added along the way, and what was never defined.
Project rescue & stabilization
A stalled project doesn't need more development. It needs a diagnosis.
A cross-layer diagnosis for an overrunning Salesforce project: scope, architecture, data, delivery method and trust between the parties — followed by a stabilization plan with steps you can act on immediately.
Capability map
What's included, and in what order
Project Rescue — Capability Map
Scope diagnosis
What was agreed, what got added along the way, and what was never defined.
Architecture review
Data model, permissions and automation against the actual business process.
Data review
Quality, duplicates and the real state of migration.
Delivery review
Planning, prioritization, testing and decision-making process.
Stabilization plan
Immediate steps that restore control within one cycle.
Recovery roadmap
A prioritized sequence with measurable milestones.
Background
What actually determines the outcome
A project rarely overruns for a single reason. It's usually a combination of scope that was never precisely agreed, a data model decided too late, and data that turned out worse than expected.
The first move isn't to accelerate — it's to stop and map. Continuing to develop on a flawed foundation only increases the cost of the eventual fix.
A successful rescue ends with an explicit decision: what to freeze, what to continue, and what to rebuild — with a timeline the team can actually meet.
What we do
Areas of work
Architecture review
Data model, permissions and automation against the actual business process.
Data review
Quality, duplicates and the real state of migration.
Delivery review
Planning, prioritization, testing and decision-making process.
Stabilization plan
Immediate steps that restore control within one cycle.
Recovery roadmap
A prioritized sequence with measurable milestones.
Decision matrix
Symptoms, causes and first moves
| Symptom | Common cause | First move | What we measure |
|---|---|---|---|
| Timeline keeps slipping | Undefined or unmanaged scope | Freeze scope and validate the backlog | Share of items with acceptance criteria |
| Every fix breaks something else | Ownerless, duplicated automations | Full map of what runs on each object | Number of duplicate automations |
| Users aren't working in the system | Process doesn't match real work | User interviews and usage review | Weekly usage rate by role |
| Data is unreliable | Migration without reconciliation | Sample comparison against the source | Rate of identified gaps |
| No agreement on 'done' | Missing acceptance criteria | Define a Definition of Done | Items formally accepted |
Timeline keeps slipping
- Common cause
- Undefined or unmanaged scope
- First move
- Freeze scope and validate the backlog
- What we measure
- Share of items with acceptance criteria
Every fix breaks something else
- Common cause
- Ownerless, duplicated automations
- First move
- Full map of what runs on each object
- What we measure
- Number of duplicate automations
Users aren't working in the system
- Common cause
- Process doesn't match real work
- First move
- User interviews and usage review
- What we measure
- Weekly usage rate by role
Data is unreliable
- Common cause
- Migration without reconciliation
- First move
- Sample comparison against the source
- What we measure
- Rate of identified gaps
No agreement on 'done'
- Common cause
- Missing acceptance criteria
- First move
- Define a Definition of Done
- What we measure
- Items formally accepted
How we work
Delivery steps
- 01
Stop and map
A shared picture agreed by all parties.
- 02
Cross-layer diagnosis
Scope, architecture, data and delivery.
- 03
Decisions
What to freeze, continue and rebuild.
- 04
Immediate stabilization
Clear blockers to daily work.
- 05
Roadmap
A prioritized sequence with milestones.
- 06
Back on track
Gate reviews and ongoing measurement.
Keep exploring
Related services and guides
FAQ
Project rescue — questions we hear often
Does a rescue mean starting from scratch?
Almost never. In most cases a substantial portion of the work is sound and worth keeping. The goal is to precisely identify which layers are broken and fix only those, based on a reasoned decision rather than frustration.
How long does the diagnosis take?
A focused diagnosis is much shorter than a project. It's time-boxed upfront, because a diagnosis that drags on becomes part of the problem itself.
What if the current vendor is still involved?
That's a common and entirely workable situation. The diagnosis examines the state of the system and the process, not the people, and the findings serve as a basis for a joint decision on how to proceed.
What if the budget is already spent?
Then knowing exactly what's missing matters even more. A diagnosis that identifies three real blockers is far cheaper than continuing unfocused development that produces yet another overrun.
Next step
Diagnose the project
We'll assess the project's real state and define the three moves that restore control.
Next step
Diagnose the project
We'll assess the project's real state and define the three moves that restore control.