Skip to content
HPI Pro — Salesforce consulting and implementation
Language

Support & continuous improvement

Salesforce does not end on go-live day.

The organization, the users and the processes keep changing. Our ongoing care model lets you maintain, improve and extend the system in a documented, prioritized and measurable way — without accumulating new technical debt.

Operational Control Loop

One operating loop, not a request list

The difference between support that puts out fires and care that creates value is a closed loop: every request is measured, prioritized, delivered and verified — and the result feeds the next cycle.

Operational Control Loop

  1. 01

    Intake

    A single request channel with classification, ownership and visible status.

  2. 02

    Prioritization

    Joint ranking by business impact, risk and effort.

  3. 03

    Build & test

    Built in a sandbox, acceptance-tested and released under control.

  4. 04

    Measure & learn

    Activity reporting, adoption metrics and exception review.

↻ The cycle repeats — each round feeds the prioritization of the next

The loop runs on a fixed cadence. A request that never enters it does not exist as far as the engagement is concerned — and that discipline is exactly what prevents work through private channels.

Scope of responsibility

What ongoing care can include

  • Incident handling
  • User support
  • Changes & adjustments
  • Flows & automation
  • Apex & LWC development
  • Reports & dashboards
  • Permission management
  • Data quality
  • Integration monitoring
  • Release management
  • Backlog management
  • Training & enablement
  • Governance & design review
  • Quarterly roadmap
  • Technical-debt reduction
  • Salesforce release readiness

Models

Chosen by need, not by package

Hours package

When it fits
Small, variable needs
What you get
Full flexibility in choosing tasks
Limitation worth knowing
Less suited to long-term planning

Monthly retainer

When it fits
A steady stream of enhancements and support
What you get
Known capacity and monthly prioritization
Limitation worth knowing
Requires prioritization discipline from the client

Ongoing delivery team

When it fits
A core system with broad usage
What you get
Support, development and maintenance under one management
Limitation worth knowing
A broader engagement

Fractional architect

When it fits
There is an in-house team but no senior technical decision-maker
What you get
Design review, governance and technical-debt control
Limitation worth knowing
Does not replace delivery capacity

Focused improvement project

When it fits
A defined goal with a start and an end
What you get
Clear scope and deliverable
Limitation worth knowing
Does not cover ongoing support

Pricing and SLA terms are discussed on a call and are not published on the site.

Governance

Four mechanisms that keep a system healthy over time

Design review for material changes

Any change touching the data model, permissions or an integration goes through professional review before it is built. This is the step that saves most of the rework.

Technical-debt control

Duplicate automations, dead fields and over-broad permissions are measured and managed as real backlog items, with dedicated capacity allocated to them.

Release readiness

Salesforce ships three releases a year. We check in advance what changes, what might break and what is worth adopting.

Adoption measurement

Usage metrics by role reveal where the process is not actually working — before report data stops being trustworthy.

FAQ

Support & ongoing care — questions we hear often

What is the difference between support and ongoing managed care?
Support handles incidents and user questions and restores the system to a working state. Ongoing care also asks what should change: prioritizing enhancements, controlling technical debt, design review for larger changes, and a roadmap that looks ahead. An organization that buys support alone ends up with a system that works but never improves.
What counts as an urgent incident?
An event that blocks a business process for a group of users with no reasonable workaround — a failure in lead intake, a core automation crashing, or an integration that stopped running. A request for a new field or a new report is not an incident, however important it is. That distinction is agreed in writing up front.
Does every change go through a test environment?
Yes. Every material change is built in a sandbox, tested against a business scenario and only then released to production inside a defined window. The only exception is fixing a blocking incident, and even then it is documented and returned to the standard track in the next cycle.
How is priority decided?
By business impact, number of users affected, risk and effort — in a standing prioritization meeting with the process owner on the client side. We do not prioritize alone, because prioritization is a business decision, not a technical one.
What happens to technical debt accumulated before we started?
At the start of the engagement we map duplicate automations, unused fields, untested code and over-broad permissions. The findings enter a prioritized list, and a fixed share of the monthly capacity is allocated to reducing debt — otherwise it only grows.
Can we start ongoing care even if you did not implement the system?
Yes, and it is a common case. In that situation we start with a short system review that maps the current state, so the engagement is based on understanding rather than guesswork.

Next step

Review a support model

We will look at usage scope, open needs and the level of governance required — and propose a model that fits your pace.