Background
Why a 60-Day
Reset Was Needed
Background
A top construction intelligence provider collaborated with Bolt Today to stabilize and update their Salesforce system within a challenging 60-day timeframe. Years of growth, numerous integrated systems, and legacy setups had led to operational risks and inefficiencies within the CRM.
The goal is to quickly regain stability, boost sales productivity, reduce technical debt, and prepare the organization for scalable growth and AI integration. This will be achieved through a fast, well-organized 60-day program aimed at delivering maximum results.
Challenge / Opportunity
Core Challenges Identified
- Severe storage capacity risks caused by millions of historical activity records.
- High lead and account duplication due to multiple inbound sources and outdated rules.
- Complex integrations made small changes risky and slowed down enhancement cycles.
- Sales and renewal processes are hindered by outdated data systems and legacy automation
- Overloaded user experiences affect adoption and productivity.
- Weak governance causes change management to be unpredictable.
The Opportunity
A time-bound 60-day modernization program to:
- Stabilize the platform
- Improve data quality
- Simplify workflows
- Reduce operational risk
- Create a clean foundation for long-term transformation and AI adoption
This brief but strategic window kept all teams aligned, focused, and momentum-driven.
Our Approach
A Fast, Structured, High-Impact Program
Bolt Today designed a sprint-based model rooted in two principles:
- Accelerated Discovery
— no long audits, no slow cycles. - Parallel Execution
— multiple pods working simultaneously.
Program Structure
The engagement runs across six focused pods, each addressing a critical area:
- Data Storage & Governance
- Lead Deduplication & Data Rules
- Account Ownership Model
- Contact Routing & Workflows
- User Experience Simplification
- Reporting & KPI Governance
Each pod followed the same fast-cycle structure:
Analyze → Workshop → Define → Sign-off → Execute
— all within the 60-day timeline.
What We Have
Built So Far
(First 30 Days)
Significant progress has been achieved halfway through the 60-day program.
- Full storage analysis and consumption model
- Defined archival strategy using scalable external data options
- Retention definitions for all high-volume objects
- Storage monitoring dashboards ready for deployment
- Sandboxes aligned for execution
- Duplicate cluster mapping across all lead sources
- Fuzzy-matching dedupe logic finalized
- Modernized lead creation rules designed
- Ownership and merge hierarchy rules defined
- Exception-handling and rollback framework structured
- UX assessment and persona mapping
- Reporting & KPI inconsistencies identified
- Account and contact ownership design prepared
- Governance baseline (metadata, naming standards, roles) drafted
This accelerated delivery has created a strong foundation for execution-heavy weeks ahead.
In Progress
Right Now
(Days 30–45)
The program has now entered the solutioning and deployment phase.
- Implementing standardized ownership logic
- Updating dependent automation, rules, and reporting
- Preparing UAT for impacted teams
- Rebuilding routing flows for efficiency and transparency
- Enhancing notifications, fallbacks, and escalations
- Aligning workflows with sales and service processes
- Implementing persona-based page layouts
- Reducing clutter & merging profiles into permission sets
- Lightning performance upgrades
- Rebuilding priority dashboards
- Applying governance and naming standards
- Unifying KPI calculations across teams
The momentum remains strong, aligning all teams toward the final 60-day outcomes.
What’s Ahead (Days 45–60)
The final sprint of the 60-day program focuses on deployment, validation, and stabilization.
Upcoming Deliverables
- Deployment of archival automation
- Release of the lead dedupe engine
- Launch of redesigned UX layouts
- Deployment of updated ownership model
- Reporting & dashboard modernization
- Organization-wide metadata dictionary (v1)
- Final governance framework rollout
Outcome Target for Day 60
A cleaner, faster, lighter, and governed Salesforce org ready for:
- higher sales productivity
- faster quoting and amendment cycles
- lower operational risk
- scalable future enhancements
- AI-driven decision-making
Expected Business
Impact
- Major reduction in storage usage
- Reduced integration-related risks
- Faster and more intuitive user experience
- Lower admin overhead
- Cleaner ownership = better focus
- Reduced lead duplication = better conversion
- Faster workflows = improved velocity
- Clean data foundation
- Governance framework in place
- Architecture strengthened for future growth