TechOptiq specializes in enhancing and extending the capabilities of the Salesforce platform, helping organizations maximize the return on their technology investments through tailored solutions, process optimization, and platform enhancements.
Unlike traditional consulting firms, TechOptiq operates with a lean delivery model that eliminates excessive overhead, lengthy sales cycles, and multiple layers of project management. This enables us to deliver custom enhancements and strategic initiatives more efficiently, with greater agility, and at a significantly lower cost.
Through a strategic partnership with TEKsystems, TechOptiq also provides access to a broad network of technical specialists and delivery resources. This relationship allows us to rapidly scale project teams, satisfy contractual resource requirements, and provide clients with the expertise needed to support projects of any size or complexity.
Transparent Billing: All services are billed on a time-and-materials (T&M) basis in 15-minute increments. Detailed time documentation is provided with every invoice, ensuring complete transparency and allowing clients to review exactly what work was performed.
Lean Delivery Model: TechOptiq operates without the administrative overhead common to large consulting organizations. Clients pay only for the expertise and services they receive—not for unnecessary management layers or inflated overhead costs.
Accelerated Delivery: While larger professional services organizations often prioritize large-scale implementations over enhancement requests, TechOptiq specializes in delivering enhancements, customizations, and optimization projects quickly, allowing clients to realize business value sooner.
No Annual Service Commitments: TechOptiq engagements are project-based. Clients are not subject to annual recurring service fees (ARR) or ongoing consulting retainers unless specifically requested, providing greater flexibility and lower total cost of ownership.
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.
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 serves as an independent advisor and advocate throughout the design, development, and implementation of projects delivered by your software provider. Acting in your best interests, we help ensure solutions are strategically aligned, technically sound, and delivered on time and within scope—maximizing the value of your technology investment.
Core Services
Business Process & Solution Design
Develop business process maps, technical designs, and functional documentation to establish clear requirements and shared expectations before development begins.
Solution Architecture Review
Evaluate proposed designs to ensure they:
Align with business objectives and functional requirements.
Maximize the use of declarative Salesforce capabilities, reducing custom code and long-term technical debt.
Adhere to Salesforce Well-Architected principles and platform best practices.
Client Advocacy
Represent your organization's interests during project delivery, facilitate communication with implementation teams, and proactively escalate risks or issues that could impact project success.
Configuration Validation & User Acceptance Support
Verify that system configurations, workflows, automations, and business processes satisfy documented requirements and support intended use cases before deployment.
Integration Quality Assurance
Validate data integrations to ensure data quality, mapping accuracy, reliability, and consistent system performance across connected platforms.
Project Governance & Timeline Oversight
Monitor project milestones, deliverables, dependencies, and schedules to help keep implementations on track while identifying potential risks before they become issues.
Implementation Quality Assurance
Conduct independent reviews of deliverables to confirm that the implemented solution is scalable, maintainable, and aligned with industry best practices.
Michael D. Parker | Parker@TechOptiq.com | 813.812.3334