Signs Your Org Needs A Health Check

🔍 Operational & User Frustration

• Frequent screen errors are thrown when trying to perform daily business processes in the CRM.
• Data entry errors or duplication are becoming common.
• Low user adoption or inconsistent usage across teams.
• Compaints that the CRM is of “laggy” or “unresponsive”
• Click-fatigue from too many required fields or convoluted processes.

🧠 Knowledge Loss & Complexity Creep

• Inherited an org from another team or admin without documentation.
• Turnover in admins, architects, or developers has created black-box components or automations.
• No one fully understands certain automations, flows, or integrations anymore.

🏗️ Technical Architecture Risks

• Automation limits are being hit (e.g., Flow, DML, SOQL errors).
• Too many triggers on one object, or Flow errors occurring in production.
• Outdated custom code or legacy packages still running critical logic.

📊 Data Quality Concerns

• Data duplication across Leads, Contacts, Accounts.
• Inconsistent picklist values, mismatched formats, or required fields being bypassed.
• Patterns of bad or blank fields which cannot be explained by user error.
• Abandoned reports or dashboards that no longer reflect business needs.

🔐 Security, Access & Compliance

• Lack of security review on Profiles, Roles, & Permission Sets haven’t been in years.
• Too many users with Admin rights or access to sensitive records.
• No field-level audit on PII, HIPAA, FERPA, or other regulated data.

🔄 Growth or Change Readiness

• Planning to scale—but unsure if the org can handle new teams, processes, or integrations.
• Preparing for a major addition or integration
• Undergoing a merger or restructure—need to ensure org is clean and adaptable.