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.
Innovation & AI
The Retention Problem Wasn’t What They Thought
AI Is Changing What Makes People Valuable at Work
"Clean Your Data First" Is Blocking AI Adoption, Not Enabling It
Before You Greenlight AI: 5 Questions That Separate Vision from Hype
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)
Admins Guide to Building Secure and Compliant Agents (TDX 2025)
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)
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)