How we engage

Six offerings. Three stages. One sequence.

Choose the support that fits your situation: a readiness assessment, independent advice, implementation, or ongoing operations. We agree the scope and next step with you before work begins.

Enterprise leaders mapping decisions and workflow handoffs during an Atherian facilitation session
Work redesignDecisions, handoffs, ownership, and value mapped before automation

The work behind the work

Strategy becomes credible when the operating model changes.

Our engagements produce more than recommendations. We work through decision rights, workflow boundaries, architecture constraints, evaluation criteria, and ownership—then connect those choices to an implementation sequence.

  • Executive alignment around the business outcome
  • Visible decision and workflow friction
  • Architecture tied to operating responsibility
  • Evidence thresholds defined before production

Stage 1 · Entry

Low commitment

→

Stage 2 · Delivery

Implementation

→

Stage 3 · Ongoing

Retained partnership

Atherian engagement pipeline moving from raw sources through a governed data foundation and evaluated agent into production
FIG. 01 — Governance and evaluation are explicit gates, not afterthoughts.

Entry · start here

Readiness assessments

A structured assessment of the business, Salesforce, data, or AI constraints holding your initiative back. Receive a scored diagnostic and prioritized recommendations.

See assessment scope and deliverables →

Recommendations

For teams that already know roughly where the gap is and want an outside, expert read on the right architecture, sequencing, or vendor decision before committing budget.

Discuss your next decision →

Delivery · doing the work

Products

Packaged, repeatable builds — assessment tooling, migration accelerators, and agent evaluation frameworks — priced and scoped tighter than open-ended project work.

Discuss a packaged solution →

Project work

Scoped implementation engagements: data foundation builds, Agentforce rollouts, Claude integration, Heroku migration execution. Agreed scope, delivery milestones, and success measures.

Discuss your implementation →

Ongoing · retained

Managed services

Retained coverage for the platform work that doesn't stop after go-live — org health, data quality, and architecture decisions as your Salesforce footprint keeps evolving.

Discuss ongoing support →

Managed AI packages

A tiered retainer built specifically for agentic AI operations — monitoring, evaluation upkeep, and iteration as usage and risk grow past what a one-time build can account for.

Discuss managed AI →

A focused starting point

Know what to fix before you commit to the build.

For teams facing a stalled Salesforce initiative, disconnected data, or uncertainty about AI readiness. Start with the business decision you need to make.

What we assess

  • Your target outcome and accountable owners
  • Workflow friction and adoption barriers
  • Data quality, governance, and integration dependencies
  • Architecture and AI readiness within the agreed scope

What you receive

  • A scored diagnostic with findings and risks
  • A prioritized list of recommended improvements
  • Recommended sequencing for the next stage
  • A review of the findings and your next decision

Scope, timing, and investment

The introductory discussion helps establish fit. The assessment is a separately scoped engagement: participants, access requirements, deliverables, timeline, and fees are agreed before it begins. Implementation can be considered after you review the findings.

Discuss an assessment

Not sure where to start?

Match your situation to the right stage.

Begin with the decision you need to make now. The engagement can expand only when the evidence supports the next step.

If you're saying...Start with
"We don't actually know how ready our data is for this"Evaluations
"We know the gap, we need an outside opinion on the fix"Recommendations
"We're ready to build — here's the scope"Project work
"We need this running and monitored long-term"Managed AI packages

Start with a focused conversation.

Bring the problem, the decision, or the stalled initiative. We will help clarify the right next step.

Atherian Advisor