How We Work

Our Project Philosophy

  • Start fast. We move quickly from discovery into real configuration—no long, drawn-out planning phases.
  • Stay visible. You get weekly updates, sprint tracking, and demos as we go.
  • Deliver value early. We don’t wait for a “go-live” moment, we build in value along the way.

Our Typical Project Lifecycle

Discovery & Field Mapping

We capture your current-state pain points and future-state goals, mapping key objects, users, and automation needs.

Sprint-Based Build & Review

Work is delivered in weekly or bi-weekly sprints. You see tangible progress early and often.

Go-Live Planning

Includes data migration (if needed), user provisioning, and final QA. We provide training materials and checklists.

Launch & Hypercare

We’re present during rollout and offer hypercare support for your team to ensure adoption and stability.

Change Management & Adoption

Change only sticks if people adopt it. That’s why every project includes:
  • Recorded walkthrough videos
  • Written job aids (customized for your process)
  • Small-group training sessions
  • Clear documentation and escalation paths

Types of Projects We Deliver

  • New org implementations
  • CRM cleanups and relaunches
  • ERP or external system integrations
  • Sales process and pipeline redesigns
  • Donor/constituent data migrations
  • Case management and service workflows
  • Marketing system integrations and campaign support

FAQ

Most Salesforce projects spend weeks or months in planning before anything tangible is built. At Cloud 616, we start fast and move quickly into real configuration. You see working Salesforce functionality early in the project through short, structured sprints, demos, and weekly updates—so progress is visible and value is delivered continuously, not all at the end.

You don’t need to be deeply involved every day, but collaboration is essential. We typically ask for lightweight weekly or bi-weekly check-ins to review progress, validate assumptions, and make decisions. This keeps the project moving efficiently while ensuring the system reflects your real-world processes—not just theoretical requirements.

We use a consistent, proven lifecycle—discovery, sprint-based build, go-live planning, and hypercare—but we adapt how it’s applied based on your organization’s size, maturity, and internal capacity. Nonprofits, manufacturers, and professional services organizations all require different levels of structure, change management, and pacing, and we adjust accordingly.

Adoption is not an afterthought—it’s built into every project. In addition to configuration and automation, we provide recorded walkthrough videos, written job aids, and targeted training sessions customized to your team’s roles. We also stay engaged during launch and hypercare to address issues quickly and reinforce good usage habits while momentum is high.

We specialize in projects where clarity, structure, and execution matter. This includes new Salesforce implementations, CRM cleanups and relaunches, complex data migrations, integrations with ERP or marketing systems, and redesigning sales, service, or constituent workflows. If your organization feels “stuck” with Salesforce or under-utilizing it, that’s often a strong signal we can help.

Both. Some clients engage us for a defined implementation or cleanup, while others retain Cloud 616 for ongoing optimization, enhancements, and advisory support. Our goal is to leave you in a better position either way—whether that’s a clean, well-documented system your team can own, or a longer-term partnership as your needs evolve.

Speed without discipline creates technical debt. We balance speed and quality by keeping scope focused, using short delivery cycles, and validating work continuously with stakeholders. This approach allows us to move quickly while still producing scalable, well-documented solutions that hold up as your organization grows.