Our Process

Transformation means a new beginning

That means new opportunities. We think that’s pretty exciting, don’t you? In our experience, to deliver truly successful projects, full transparency is required. Let’s start by giving you complete visibility over the Cloud Orca process.

Cloud Orca Project Process

01 / 05


To refine, define and document the vision - it’s important that all key stakeholders take part in discovery workshops. The agreed vision is critical for project success, driving ongoing commitment and providing a way for results to be measured and proven. Working with you, we will identify and understand the key aspects of your business processes and how they can be improved to take your organisation to the next level using Salesforce.

Contact us

02 / 05


Using our experience, we consider the design options within Salesforce, identifying the right solution for your unique requirements and the scope of work. This ensures a system that is user friendly and easy to navigate. We plan the project in logical, attainable steps that include prioritised tasks and additional areas that will be expanded towards the end of delivery.

Contact us

03 / 05


Our team goes through the standard agile ceremonies such as sprint planning, daily scrum, sprint review, and sprint retrospective. Here we will discuss the templates, reports and dashboards that will bring value and meet your needs as well as bi-lateral communication channels which are implemented.

Contact us

04 / 05


For us, testing is critical to ensure project success and we have best practices in place for internal quality assurance. Each project includes time dedicated to User Acceptance Testing, a period in which the end-user can test-drive the system end-to-end following a step-by-step test script of all the system functionalities. The UAT will uncover any areas that need further refining to ensure the system fully meets your business needs.

Contact us

05 / 05


Our team deploy to the production system using the highest industry 
standards and best practices.

We then work with you to develop a roll-out and training strategy that will ensure a high level of user adoption throughout your business.

Contact us

Interested in a Salesforce Implementation?

As your Salesforce implementation partner, we will ensure you get the very best out of your CRM by customising it to fit your exact needs.

Contact us today to find out how we can transform your business.