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)