info@cloudbridgeconsulting.us

Cloudbridge Consulting
Cloudbridge Consulting
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info@cloudbridgeconsulting.us


  • Home
  • Methodology
  • Projects
  • About

Our Methodology

We’ve worked within strict Agile frameworks. We’ve delivered projects using traditional Waterfall methodologies. Over the years, we’ve learned that there’s no one-size-fits-all approach when it comes to successful Salesforce implementations.


What works best? A flexible, hybrid project approach—customized to fit the unique needs, timelines, and working styles of each of our clients.

The Cloudbridge Approach

The Initial Sync

Intro

We provide a concise, results-focused overview of what sets us apart—highlighting our strengths and how we can deliver meaningful value to your Salesforce org.

The Team

We’ll introduce you to the team that will be laser-focused on aligning with your goals and delivering results that matter.

Kick-Off

When it’s time to kick things off, we’ll schedule a dedicated call to align on all key project details—covering preferred communication methods, task prioritization, and next steps.


The Engagement

Discovery Workshops

We aim to gather as much detail as possible about your specific needs so we can craft precise requirements that align with your expectations and business goals.

Execution Phase

Our build phase follows an iterative approach, with regular communication to keep you fully informed along the way. We’ve found that holding weekly check-ins works best—giving us the opportunity to showcase progress, gather your feedback, and make any necessary adjustments in real time. 

Testing Time

We don’t test in isolation — we actively involve you throughout the process to ensure we meet the goals we’ve set together. 


The Launch

Training

We provide comprehensive training materials to support successful adoption, including recordings of training sessions, focused "train-the-trainer" workshops, detailed process documentation, and any additional resources your team needs to feel confident using the new system. 

Deployment

We ensure our deployment plan is rock-solid and designed to minimize any impact on your daily operations. If downtime is unavoidable, we’ll schedule the deployment outside of business hours to avoid disruption. 

Post Go-Live Support

Our commitment doesn’t end at launch. Each project includes a defined post-implementation support window to address any defects, unforeseen issues, or evolving requirements that surface after users begin engaging with the solution. 

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