Helpful Consulting is run by Richard Durrant - a technically minded individual who prides himself on being able to engage with all stakeholders at whatever level they operate. 

Certified on the Salesforce platform since April 2009

The main thing to consider is that software is used 'by people' and has a massive impact on their lives, both from a commercial standpoint, but also from a wellbeing point of view.

Real world business solutions are not just thought experiments, or playgrounds for IT people to come up with a cutting edge solution with unnecessary complexity.

We like the maxim of Occam's Razor: The simplest {valid} solution is usually the best.

Rich Durrant - Jan 2024

Project Lifecycle

Whether a new client to Salesforce, or an existing customer, the following engagement process ideas would apply. We understand each company has different ways of working but some standard industry best practices would overlay each step.



Understanding your business processes and requirements is key. Aligning to standard Salesforce functionality and defining custom solutions aids project direction.

All stakeholders would be considered and a project sponsor on your side would act as a subject matter expert; helping to define requirements and managing 'political issues'.


Project Planning

Working to define tasks for all parties with associated delivery gates helps the project run smoothly. This is a team effort and all stakeholders are considered.

Collaboration via Jira is suggested with supported diagramming on Miro.



Comprising of standard functionality configuration, installation of AppExchange partner app, or a custom build; this is where stakeholders see the solution taking shape.

The use of sandboxes for trialing solutions, as well as user acceptance testing, aids confidence in the build.



At any point it is possible to deploy components to 'production' once signed off. An agile approach allows for multiple deployments within a single project, or a final everything-at-once can be completed. All driven by your requirements at the time.



Documentation and training sessions can be used to manage user expectations and allow for a successful buy-in from day 1.

(Go-Live and Training go hand in hand. They are shown here in a linear process for ease of display.)



Things happen. This is why the support phase is crucial to making sure the solution is working and bugs/issues are actioned as quickly as possible. 

A chance for users/stakeholders to feedback is also important to help the business succeed in any future activities.