Project IV&V

Independent Verification and Validation Services

Summit’s Project IV&V service offers a critical, independent review of your ongoing Salesforce projects to ensure they meet architectural standards, project requirements, and industry best practices. Whether your implementation is being handled by internal teams or external partners, our IV&V service provides an objective, expert evaluation to ensure that your Salesforce deployment stays on track and aligns with your organizational goals.

Service Features

  • Independent Verification

    Our IV&V team provides an unbiased, third-party review of your Salesforce project. We verify that the implementation is adhering to the agreed-upon architecture, ensuring that the system is scalable, reliable, and aligned with Salesforce’s best practices. This includes reviewing code quality, data structures, and overall system design.

  • Requirements Validation

    We assess whether the project is meeting the original business and technical requirements set out at the beginning. This ensures that the system not only functions correctly but also meets the specific needs of your organization. Our validation covers all aspects, from user requirements to compliance with industry regulations.

  • Best Practices Compliance

    Salesforce best practices are continuously evolving. We evaluate your project against these standards to ensure it is optimized for performance, security, and future scalability. This includes reviewing automation strategies, integration techniques, and customizations to avoid pitfalls that could lead to higher maintenance costs in the future.

  • Risk Identification and Mitigation

    We identify potential risks that could threaten the success of your Salesforce project, whether related to design flaws, security vulnerabilities, or performance issues. Once identified, we provide actionable recommendations for mitigating these risks, ensuring that your implementation proceeds smoothly.

  • Adherence to Architecture Guidelines

    Our team checks that the project aligns with your internal architecture guidelines and the overall Salesforce architectural framework. We ensure that customizations, integrations, and workflows follow a scalable, maintainable structure that won’t create technical debt down the line.

  • Performance and Scalability Assessment

    As part of our IV&V process, we analyze the project for performance efficiency and scalability. We ensure the system can handle the anticipated user load and data volume, and recommend improvements for optimal performance under future growth.

  • Quality Assurance and Testing Review

    We evaluate your project’s QA and testing strategies, ensuring that robust testing protocols are in place to catch bugs, data inconsistencies, and security issues before deployment. We validate that the system functions as expected and performs well under various conditions.

  • Ongoing Monitoring and Reporting

    We provide ongoing monitoring throughout the implementation, giving you regular reports on progress, issues, and potential improvements. This transparency allows project stakeholders to make informed decisions and ensures accountability across all teams involved.

Why Choose Summit’s Project IV & V?

  • Objective Expertise

    Receive an independent, unbiased assessment of your Salesforce project from experts who are not directly involved in the development process.

  • Risk Reduction

    Our detailed verification and validation help to identify and mitigate risks early, ensuring a smoother implementation with fewer surprises.

  • Best Practices Assurance

    Ensure that your Salesforce project follows the latest industry and platform-specific best practices for long-term success.

  • Increased Confidence

    Gain peace of mind that your project will meet both technical and business requirements, minimizing rework and project delays.

Project IV&V services

Independent Verification and Validation Services are an Ideal Solution for...

  • Organizations implementing Salesforce projects through internal teams or external partners.
  • Organizations seeking to ensure alignment between their Salesforce architecture and business goals.
  • Organizations that want to reduce the risk of errors, delays, or costly rework in their Salesforce implementations.
A reputation you can count on.

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Successful Implementations
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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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