Salesforce architecture · Governance · AI readiness
Evolterra is an independent Salesforce architecture and governance advisory. We review, assess and de-risk enterprise Salesforce investments - so your transformation is built on sound architecture, ready for AI, and engineered to scale.
Why teams bring us in early
Who we help
Each sector below reflects the transformation and architecture themes leadership teams across the US, UK, Australia and New Zealand are actually navigating today - not generic consulting language.
US · UK · AU · NZ - CSPs & B2B communications
Operators have invested heavily in CRM and digital, yet still fight churn and slow ROI - held back by fragmented OSS/BSS/CRM estates and accumulated technical debt. The opportunity now is agentic service automation built on a governed, well-architected foundation rather than layered onto fragmentation.
We assess the integration and data foundation before AI is layered on, validate agent governance, and deliver a roadmap that retires technical debt while making Agentforce safe to scale.
US · UK (NHS) · AU · NZ - care delivery & insurance
Providers and payers face strict compliance, fragmented data and legacy integration that stall both interoperability and AI. The value comes from a secure, well-governed data architecture before automation touches sensitive clinical or member workflows.
We review the security and sharing model, compliance alignment and data architecture so AI is deployed on a defensible foundation - not bolted onto risk.
US federal/state · UK gov & NHS · AU DTA · NZ
Agencies must modernize citizen services with constrained budgets, fragmented legacy data and rising scrutiny on AI governance. Most remain stuck in pilots - the gap is execution on a trusted data and governance foundation, not more proofs of concept.
We assess data readiness and governance first, then define an architecture that moves AI from pilot to production - responsibly and within budget reality.
US · UK · AU · NZ - NGOs, foundations, charities
Demand for services is rising while capacity stays flat. Many organizations run Salesforce as a filing cabinet rather than an operating system, and AI adoption has outpaced governance. Value comes from CRM maturity, clean unified data and a few selective, high-impact AI use cases.
We assess CRM maturity, data and migration risk, then prioritize a small set of high-impact AI use cases with governance - so technology amplifies mission instead of adding debt.
Why Evolterra
Organizations engage us when the cost of being wrong is high - and they want an independent, architecture-led perspective before they commit budget, vendors or roadmap.
We don't sell licences or a build to defend. Our only deliverable is the right decision for your platform - assessed on the evidence, not on what we'd profit from building.
We start from the structure - data, security, integration, governance - because that's what determines whether your Salesforce investment scales or quietly accumulates risk.
Agentforce and AI matter, but only on a foundation that's ready. We separate the genuinely valuable use cases from the hype and tell you which your data can actually support.
Sharing models, technical governance, review boards and sign-offs. We bring the discipline regulated, high-stakes organizations need - and most fast-moving programs skip.
Every recommendation ties back to a business outcome and a cost of inaction. We prioritize the work that protects or unlocks value, not the work that's merely interesting.
We identify the failure modes - scalability ceilings, security gaps, integration fragility - while they're still cheap to fix, not after they've reached production.
Fixed-price assessments
Each assessment is a defined, fixed-price engagement that ends in an executive-ready findings report and a prioritized roadmap. Start where the risk or opportunity is greatest.
A practical roadmap for AI adoption with measurable business value.
A healthier, scalable Salesforce foundation.
A scalable, resilient integration ecosystem.
A secure, compliant, scalable platform.
Reduced complexity, improved maintainability.
A short discovery call is enough for us to recommend where an assessment will protect or unlock the most value.
Book a discovery callSalesforce Partner Co-Pilot
An on-demand architecture advisory service for Salesforce consulting partners and implementation teams - senior architectural judgment available exactly when your delivery needs it.
Expertise areas
System and solution architecture that holds up under scale, change and scrutiny.
Identifying the AI use cases your data and governance can actually support.
Reliable, secure, scalable integration across your wider system landscape.
Data models, quality and master data designed to be trusted by people and AI.
Sharing models, access design and compliance alignment for regulated data.
Review boards, standards and sign-offs that keep delivery disciplined.
Turning a CRM platform into the operating system for the whole organization.
Automation that's maintainable and governed - not a tangle of future debt.
Our principles
Technology is a means. Every recommendation is justified by the business result it protects or unlocks.
We recommend the AI your data and governance can support today - and tell you plainly what they can't.
The simplest design that scales beats the clever one that doesn't. Complexity is a cost, not a credential.
Good governance isn't a brake. It's what lets teams move fast without quietly accumulating risk.
Structural choices shape cost, risk and agility for years. They belong in front of leadership, not buried in a backlog.
We optimize for the platform you'll still be glad you have in three years, not just the next release.
Independent, evidence-based and direct. You'll always know what we found, why it matters, and what it will cost to ignore.
Engagement model
A short, focused conversation to understand your platform, goals and the decision in front of you.
A structured, evidence-based review of architecture, data, security, integration or AI readiness.
Executive-ready findings - prioritized, with the cost of inaction made explicit.
A sequenced plan that ties each step to outcomes, risk reduction and value.
Continued architecture guidance and review-board support as you execute.Optional
Let's talk
Tell us where you are and what decision is ahead. We'll respond with where an assessment or advisory engagement would help most.
Your enquiry has reached us. We'll review your details and respond with where an assessment or advisory engagement would help most.