Insights on what actually works.

A collection of resources and lessons from years of helping teams untangle complexity and build what works.

 

Real-world systems strategy, shared through keynotes, articles, and client insights.


Business Strategy

Dreamforce 2023: Executive Communication for Salesforce Admins (Presentation)

5 Common Roadmapping Mistakes That Hold Back Your IT Team

What to Expect When You're Expecting Salesforce (Presentation)

 

Salesforce Strategy Design Certification (Presentation/Talk - Video)

5 Tips to Deliver Business Value
(New York Presentation)

Jobs To Be Done: Improve Your Discovery Process (Article)

 

Strategy Design Certification Guide & Tips (Article)

Introducing Strategy Design Methods to your Organization (Presentation/Talk - Video)

Strategy Design Techniques Every Business Analyst Should Know (Presentation/Talk - Slides)

 
 

Working with Consultants

What is a Fractional Salesforce Strategist?

Salesforce Advisory Services (Video Presentation)

What is a Fractional Salesforce Architect? (Elements.cloud Experts React Interview)

 

Salesforce Apex Hours: What Are Advisory Services? (Presentation)

 
 
 

Innovation & AI

Admins Guide to Building Secure and Compliant Agents (TDX 2025)

You're Not Late to AI: Why the Real Work Is Just Beginning

3 Use Cases for AI - Boston World Tour

 

Rapid Prototyping for Salesforce Automation (Presentation/Talk - Video)

Don’t forget about testing when you migrate to Salesforce Flow (Article)

 
 

Performance Improvement for Tech Professionals

Executive Communication for Salesforce Professionals (Dreamforce 2024)

The 6 Practices of High ROI Salesforce Team (Video)

The 6 Practices of High ROI Salesforce Team (Presentation)

 

How Salesforce Administrators Can Build Their Architect Skillset (Article)

Trends of Salesforce DevOps 2023 (Panel)

Salesforce Data Model Design and Implementation
(Presentation/Talk - Video)

 

Salesforce Architecture

Navigating Change: AI In 2025 (Article)

Why Salesforce Well-Architected Mattered (Linkedin Article)

Get Started with Salesforce Well-Architected
(Presentation)

 

How Salesforce Administrators Can Build Their Architect Skillset (Article)

Salesforce Data Model Design and Implementation
(Presentation/Talk - Video)