Clarify the business case
Define the customer, commercial and operating outcomes the platform program must support.
Commerce platform strategy and executive program guidance
Salesforce Commerce Cloud Advisory
Connect your Salesforce Commerce Cloud decisions to a better customer experience, clearer priorities, and an operation your business can support.
When this service helps
When Salesforce Commerce Cloud advisory helps
- A migration or major modernization needs business-side executive leadership.
- The roadmap is dominated by technical work with unclear commercial outcomes.
- Teams are unsure whether to customize, adopt platform capabilities or change operating processes.
- Platform ownership is fragmented across business, technology, agencies and vendors.
- The company is not receiving the customer or operating value expected from its investment.
Why it matters
Decisions this helps you make
- What to use as built, and where customization is worth what it costs to maintain
- Which systems integrator and partner model fits your business
- Whether your roadmap needs a reset, and what to cut
- How to tie platform spend to customer and commercial results
Afterward, platform spend is tied to business results, and business, IT and partners know who owns what.
Deliverables
What you receive
- 01Business, customer-experience and platform objective alignment
- 02Migration or modernization readiness review
- 03Capability, customization, integration and roadmap assessment with your technology partners
- 04Business ownership and operating-model recommendations
- 05Partner, governance and decision-process review
- 06Measurement and value-realization plan
- 07Executive recommendations, responsibilities and prioritized next steps
How the work progresses
How the review works
See how the platform is really run
Assess ownership, processes, integrations, data, partners, backlog and decision rights.
Challenge the roadmap
Test whether planned work addresses important outcomes, reduces risk and can be adopted by the organization.
Guide execution
Create an executive view of priorities, dependencies, measures and decisions throughout the program.
Working together
Scope, fees and timing
Engagements are remote, with travel and on-site work agreed when useful. We work with the people and partners available to your business and identify where additional support may help.
How engagements are priced
The Ecommerce Growth Assessment has a fixed fee, scoped on the call. Other defined projects have an agreed scope and fee. Fractional leadership fees and involvement are scoped on the call.
The first 30-minute call is free. Ongoing advisory is $300 per hour, billed in 30-minute increments, with a three-hour ($900) starting commitment. We agree on priorities up front, and I get your approval before going over the agreed hours. Time covers calls and any agreed preparation, research or follow-up.
Timing and your involvement
Start dates, duration, meeting cadence and client time commitments are agreed during scoping. Who's involved: the business sponsor, ecommerce and technology owners, and existing implementation partners where relevant.
Tools and information
Relevant platform plans, requirements, backlog, governance and performance information, using access authorized for the agreed review.
Confidentiality and follow-through
A mutual NDA is the first step before any engagement. The written scope defines access, responsibilities and deliverables. After the roadmap, we agree how to move forward: I can provide advice, coordinate your people and partners, lead agreed priorities as a fractional leader, or help bring in trusted partners and oversee the work.
How I protect your dataRead the Dreamforce 2026 brief for retail leaders: what retailers using Storefront Reference Architecture (SFRA) or SiteGenesis, Salesforce’s earlier storefront framework, should do before peak, what can wait, and how to prepare for implementation.
Questions about this service
Do you implement Salesforce Commerce Cloud?
I advise from the business and ecommerce leadership side. I guide objectives, priorities, partners, operating decisions and executive governance. System integrators and engineering teams perform technical implementation.
Do you have direct Salesforce Commerce Cloud experience?
Yes. I led the business side of an enterprise commerce-platform migration to Salesforce Commerce Cloud and worked with the platform as an ecommerce executive.
Can you help before we select a system integrator?
Yes. I help clarify customer outcomes, ownership, scope and decision criteria before partner selection, so the business has a clear view of what it needs.
Is this limited to migrations?
No. I also advise on existing operations, modernization, capability adoption, roadmap resets and whether platform work supports the customer experience and business priorities.
Planning or resetting a Salesforce Commerce Cloud program?
Start with a complimentary 30-minute introductory call about the business situation, the decision in front of you, and whether there is a good fit. If there is, we agree a written scope before work begins.
Your first 30-minute call is free. If we agree on hourly advisory, the starting commitment is three hours ($900). Booking the free call creates no paid commitment.