TechOptIQ focuses on enhancing and extending the capabilities of the Riskonnect platform, enabling clients to maximize the value of their system investments.

TechOptIQ does not have the overhead expenses, lengthy sales cycles, or PMO administration layers; therefore, enhancements and custom projects are delivered more efficiently, with greater agility, and at a fraction of the cost.

Through strategic partnerships with K2 Partnering Solutions and TEKsystems, TechOptIQ also provides access to additional technical expertise and resources, ensuring scalability and support for contractual requirements when needed.

• Hourly Rate: Standard rate is $70 per hour, subject to adjustment based on project complexity, tools required (e.g., declarative automation vs. custom code), and contractual terms.

• Billing: All work is billed time & materials (T&M) in quarter-hour increments, with full documentation provided for customer review.

• No Overhead: Unlike many professional services or customer success teams, TechOptIQ does not apply additional overhead costs.

• Faster Deployment: Enhancement projects are often deprioritized by larger service teams; TechOptIQ delivers them quickly and efficiently.

• No ARR Fees: Work is project-based only; TechOptIQ does not apply annual recurring revenue (ARR) charges, a common practice among service providers.

System Design, Configuration, & Administration

• Workflow Automations & Approvals: Flows, approval processes, and streamlined business logic.

• Objects & Data Model: Custom objects, fields, record types, page layouts, and data relationships/schema.

• User Experience Enhancements: Lightning pages (App, Home, Record), dynamic forms, and Lightning Web Components (LWCs).

• Digital Experiences: Screen flows and guided forms for record creation and updates.

• User Management & Security: OWD, profiles, roles, permission sets, hierarchies, and record-sharing rules.

• Analytics: Reports and dynamic dashboards for actionable insights.

Data Integrity & Integration

• ETL & Data Migration: Extract, transform, and load processes via Data Loader or Import Wizard.

• Data Cleansing: Deduplication, correction, and enrichment of records.

• Standardization & Validation: Data quality through validation rules and consistent formatting.

• Data Mapping & Integrations: Data dictionaries, batch loads, and API integration support.

TechOptIQ represents your organization’s interests during the design, qualification, and implementation of projects managed by your software provider. Our role ensures solutions are delivered accurately, efficiently, and aligned with your business goals.

Key services include:

• Business Process & Technical Design: Drafting diagrams and documentation to ensure clear understanding of deliverables.

• Solution Assessment: Validating proposed solutions to confirm they:

  • Align with business requirements and objectives.

  • Leverage declarative programming to minimize technical debt.

  • Conform to Salesforce Well-Architected standards.

• Client Advocacy: Escalating issues and representing your interests with the delivery team.

• Configuration Qualification & Testing: Verifying use cases and system configurations meet expectations.

• Data Integration QA: Ensuring quality, accuracy, and reliability of integrations.

• Timeline Oversight: Monitoring schedules to keep implementations on track.