ASSESSMENT FRAMEWORK
Health Check & Optimisation
Assess your platform to identify value leakage, reduce risk, improve adoption and create a practical roadmap for optimisation.
5
Review areas assessed
25+
Review criteria assessed
1
Prioritised roadmap
12
Month improvement plan
The Challenge
Turn your investment into measurable business value.
Many organisations have invested heavily in digital platforms but still face process friction, low adoption, reporting gaps, technical debt, security risks or missed automation opportunities. A structured health check helps identify where value is leaking, where risk exists and what to change first.
72%
example optimisation score
Strategic Alignment78%
People & Adoption63%
Platform Architecture70%
Security & Compliance66%
Data, AI & Automation84%
Assessment Framework
A practical view of your platform health and optimisation opportunities.
The health check combines leadership alignment, user insight and platform review to identify practical improvements across people, process, technology, risk and value delivery.
Strategic
Objectives
Business goals, growth priorities and success measures.
People &
Adoption
Workflow efficiency, user adoption and licence utilisation.
Platform
Architecture
Technical debt, integrations and reporting foundations.
Security &
Compliance
Permissions, access controls and governance risks.
Data, AI &
Automation
Data quality, automation opportunities and agent readiness.
How It Works
A simple three-step approach to identify the highest-value improvements.
01
Assess
Review objectives, workflows, adoption, platform architecture, security, data and automation opportunities.
02
Prioritise
Identify gaps, risks, technical debt, quick wins and value-led improvement opportunities.
03
Plan
Translate findings into recommendations, owners, success measures and a practical optimisation roadmap.
Deliverables
What you’ll receive.
Clear outputs to support executive decision-making, reduce platform risk, prioritise improvement initiatives and create a practical roadmap for optimisation.
Current-State Audit
People, process, platform, data and security observations across your operating model.
Risk & Opportunity Backlog
Prioritised improvements ranked by risk, business impact, effort and feasibility.
Executive Recommendations
A clear summary of findings, recommendations, risks, priorities and next steps.
Optimisation Roadmap
An execution-ready plan with owners, success metrics and prioritised initiatives.
Frequently Asked Questions
Common accelerators and assets questions.
What are Salesforce and AI accelerators?
Salesforce and AI accelerators are reusable frameworks, templates, components and delivery assets that help organisations move faster, reduce risk and avoid starting from scratch on every project.
How do accelerators reduce delivery time?
Accelerators reduce delivery time by providing proven starting points for common processes, integrations, data models, reporting, automation and user journeys. This allows teams to focus more effort on business-specific requirements.
Are accelerators customised for each organisation?
Yes. Accelerators provide a proven foundation, but they should be tailored to your users, processes, systems, data and business objectives so the final solution fits your organisation.
What types of assets does Trigg Digital provide?
Trigg Digital provides delivery frameworks, discovery templates, roadmap tools, technical patterns, data models, reporting examples, automation approaches, AI use case frameworks and industry-specific assets.
Can accelerators support AI and Agentforce projects?
Yes. Accelerators can help identify use cases, assess readiness, define data requirements, design agent workflows, establish governance and speed up delivery of AI and Agentforce capabilities.
Do accelerators replace discovery and design?
No. Accelerators improve speed and consistency, but discovery and design are still essential to understand objectives, users, processes, risks and the right solution approach.
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