Healthcare Organization Untangles an Overbuilt Salesforce Estate While Protecting Daily Execution

The Challenge

Leadership needed to rationalize a heavily customized Salesforce environment without disrupting the applications, workflows, and teams the business depended on every day.

The Solution

Occams deployed senior Salesforce architects, led a structured discovery and decoupling effort, and supplemented adjacent data-engineering and mobile-delivery work so modernization could move forward with discipline.

The Outcome

The organization gained a clearer transformation roadmap, stronger architectural decision-making, and delivery support that balanced strategic change with ongoing operational continuity.