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OrgAssure · Team Design Review · 2026-05-12

We're not winning the scanner category. We're closing the realization gap, blamelessly.

OrgAssure as a bundle has legs (CMRF 21/35, low-YELLOW). Standalone scan does not. The wedge is metadata-and-data backup + a continuous audit + advisory hours — wrapped in a posture that treats the org as a state to address, not a steward to grade. This doc is the team's review surface. Edit any text. Submit feedback when ready.

17 → 800 metadata coverage · Hard Room BYOK tenancy · Eisenhower over letter grades · 8.7× realization framing
The Wedge · Single Line

Salesforce Backup covers 17 metadata types. The Metadata API exposes 800+.

OrgAssure covers the rest, plus a continuous audit on top — partner-delivered, no AppExchange package, no commission overlap with Salesforce Backup, Agentforce, or Data Cloud quotas. Confidence band: working ±25% on the exact ratio. The shape is right and verifiable.

17
Salesforce Backup (post-Own)
$2.90/user/mo · $500/mo min · 17 metadata types4
800+
OrgProtect (under OrgAssure)
Full Metadata API surface · zero AppExchange footprint · Hard Room BYOK
Where OrgAssure Sits

StratApex Advisory delivery instrument · CRM Spend Guardian (Interchange) / CRM Value Guardian (Palladin) consumes it for renewal-cycle savings and DD timing.

OrgAssure is a tool of the practice, not the practice itself. CRM Spend/Value Guardian is sibling, not parent — it lights up OrgAssure findings at the commercial-position moment (SF renewal cycles, PE/M&A diligence windows).

Interchange Global Advisors
Operating Company
StratApex
Technology Solutions
Forge
Operations
BVI
Analytics
StratApex Advisory
Consulting · houses OrgAssure
CRM Spend/Value Guardian
Commercial Position
Naming · Canonical

OrgAssure · Audit · Backup · Adoption · Optimization Services.

Customer-facing labels. OrgVue is the internal codename for the Audit lane (not customer-facing). OrgScan / OrgScanner / Org Check / Org Audit / Org Health Check / Org Optimizer are forbidden in external materials — collisions with existing 3P or native SF products.

OrgAssure · the configurable suite. Three customer-facing components + a layered premium SKU.

OrgAssure is the configurable suite of agentic apps, functions & tools — modular, sold standalone or together, sized per client. Customer-facing components below match the brochure and the field's actual vocabulary.

  • OrgVue (was internal codename, now canonical customer-facing) — lightweight, non-destructive scanner with embedded scoring + analytics. 8-dimension health rubric · Eisenhower-framed findings · blameless posture descriptor. Excludes backup. Operational at reference client · designed multi-tenant.
  • OrgProtect — automated metadata backups + scheduled SF Weekly Data Export. Hard Room BYOK tenancy default (Route A canonical: fetch-and-forward for data). Operational at reference client · Hard Room designed.
  • Structured Readouts & Callouts — the advisory layer over the scanner + backup output. 50,000 hours of consulting experience translated into pattern-extracted findings, recommendations, "what COULD we look at." Internal codename: Adoption. Operational as a service · spec'd for productization.
  • OrgAssure Optimization Services — separate layered SKU. Three tiers: Discovery / Continuous / Implementation. Consumes OrgVue + OrgProtect output. Designed; ships when contract-realization algorithm is operational.

Forbidden customer-facing names (collide with existing 3P or native Salesforce products): Org Scan · OrgScan · Org Scanner · Org Check · Org Audit · Org Health Check · Org Optimizer.

Action Framing · Blameless

Eisenhower Matrix over letter grades. Verbs over verdicts.

A/B/C/D/F triggers the "I've been judged" reaction; customer goes defensive before the advisory lands. Eisenhower quadrants name actions, not verdicts. The framework deflects the assertion: this is the Eisenhower Matrix, not us judging. Two customers with identical findings — one inherited the org, one built it — get the same response from the product. The path is the same.

ImportantNot Important
Important · Not Urgent
2
Schedule
Plan into next quarter. Pairs with → Continuous engagement.
Important · Urgent
4
Do First
Needs attention now. Pairs with → Foundational Repair sprint.
Not Important · Not Urgent
1
Eliminate
Tidy when convenient. Pairs with → Optimization Discovery.
Not Important · Urgent
3
Delegate
Push to admin queue.
← Not UrgentUrgent →
Health Rubric · 8 Dimensions

Composite posture score with floors. Any dimension <30 caps composite at 70.

Each dimension 0–100, weighted aggregate. The composite is a state descriptor (Strong / Healthy / Sustaining / Stressed / Foundational), never a letter grade. Per the customer-framing canon, posture words name a state to address; grades name a verdict to argue with.

Metadata
Weight 12%
Apex LOC + coverage · Flow inventory · custom objects/fields · profiles/permsets · layouts · validation rules
Data Completeness
Weight 15%
Record counts · critical-field fill rates · duplicate signals · stale records · parent-relationship integrity
Usage
Weight 15%
Login activity by license type · object-level record activity · mobile vs desktop · EM data when available
Adoption
Weight 13%
PermSet assignment coverage · role-based distribution · new-feature uptake velocity
Complexity
Weight 10%
Dependency density · automation chain depth · customization burden · trigger conflicts
Security & Compliance
Weight 15%
Native Health Check + profile permissions + MFA coverage + sharing defaults + Connected App review
License Realization
Weight 10%
Provisioned-vs-enabled-vs-used per UserLicense / PSL / TenantUsageEntitlement. Full algo parked.
Integration Health
Weight 10%
API limit headroom · Named Credentials · External Services · Apex callout patterns
Tenancy & Data Custody

Hard Room for metadata. Fetch-and-forward for data.

Metadata custody is clean: Hard Room with BYOK, dual-control restore, "you hold the keys, we operate the infrastructure, neither of us can move on your data alone." Data custody is harder because data zips contain live PII — the canonical default is to never retain at rest in Palladin infra.

Route A · Canonical Default

Data: Fetch-and-Forward

SF Weekly Data Export zip lives in Palladin-Tenant working storage only, ≤24h transit window. Pushed immediately to client-controlled destination (Drive / Dropbox / client S3). Palladin never retains the data zip at rest, even encrypted.

Hard Room is for metadata only. Liability posture: near-zero. We touch the data in transit but never custody it.

Marketing-friendly: "You hold the metadata-restore keys. The data zip lives in your storage, never ours."

Route B · Premium Opt-In

Data: Hard Room Retention

Same BYOK pattern as metadata. Customer explicitly opts in + signs higher liability acceptance + pays premium tier.

Pen-test (currently conceptual per Connected App spec §6.5) must be operational before Route B is offered externally.

For clients whose own storage infrastructure doesn't meet data-residency / retention bar. Higher liability; E&O coverage required.

OrgAssure · Bundle Pricing

From $5K/yr · Modest Monthly Retainer + % of Annual Savings.

The configurable suite, sized per client. Matches the one-pager brochure language exactly. Rollout typically 2–4 weeks. The outcomes-share model (% of annual savings) holds even on multi-year contracts — alignment of incentives by design.

Entry · Configurable

From $5K annually · pick the components that fit
  • OrgProtect standalone · backup-only entry
  • OrgVue standalone · scan-only entry
  • Flat-fee or monthly options · client choice
  • 2–4 week rollout typical

Bundle · Modest Monthly Retainer

All three components · advisory hours · ongoing
  • OrgVue + OrgProtect + Structured Readouts & Callouts
  • Modest monthly retainer (deep analysis & planning · up to board-level if needed)
  • + % of Annual Savings — alignment by design
  • Holds on multi-year contracts

Premium Add-on → Optimization Services

See next section · separate layered SKU
  • Layers on top of OrgAssure bundle
  • Discovery / Continuous / Implementation tiers
  • Pencil-check gated · stops billing when next wave doesn't pencil
  • Activates when contract-realization algorithm is operational
Optimization Services · Premium SKU Pricing

Discovery · Continuous · Implementation. Pencil-check gated.

Layered on top of OrgAssure bundle when the client wants deeper realization-gap closure. The "stops billing when the next wave doesn't pencil" differentiator. Below 3× gap-to-fee, we decline — the audit fee can't be justified by the gap.

Discovery

One-shot · 5–10 biz days
  • $12K · 100-user single-cloud
  • $18K · 500-user mixed
  • $25K · 1K+ mixed + industries
  • $30–45K · PE / mid-merger DD
  • Pencil-check: <5× scale-down or decline

Continuous

Quarterly · 12-mo commit · 60d cancel right
  • $3.5K/mo · 100-user
  • $6.5K/mo · 500-user
  • $12K/mo · 1K+ mixed
  • $15–25K/mo · PE multi-org
  • 4 advisory hours/mo · Continuous Backup included

Implementation

Per work order · 2–8 wk sprints
  • $15K–120K per work order
  • T&M-with-cap · customer choice
  • OR outcomes-based (% of measured recovery)
  • Per-work-order pencil-check: <3× requires customer override
Voice · Same Data · Two Postures

Old reads as a school report. New reads as a partner briefing.

Per customer-framing-canon §1.1 — never grade the steward. Some inherit an org, some built it; the product treats both the same. The path is the same.

❌ Old voice (judgmental)YOUR ORG · LETTER GRADE: D You have failed Apex coverage on 4 classes. Your team has neglected 23 inactive user licenses ($45,540/yr waste). Your data quality is below industry average. WHAT YOU NEED TO DO: • Fix the Apex coverage • Deactivate the inactive users • Clean up your data
✓ New voice (blameless · Eisenhower)THIS ORG · SUSTAINING POSTURE 4 Do First · 5 Schedule · 3 Delegate · 1 Eliminate DO FIRST • 4 Apex classes <50% coverage block the next deploy window • Active + inactive flow on Opportunity stage change · race condition • 23 active-licensed users no login >90d · $45,540/yr recovery available PATH FORWARD Foundational repair sprint (2 weeks) → Continuous engagement at month 3. Discovery scoping conversation when ready.
ROI · Live Math · Customer-Shareable

Move the sliders. The math anchors at your numbers.

This is the embedded /live-roi-calculator per the canon — customer can move sliders, see payback months and 12-month NPV, react in real time. Defaults sized for the Discovery-tier conversation. Team: react to the framing, the inputs, the output ranges. Edit anything.

Counts Sales / Service / Platform / FSL seats
500 users
Your team's blended labor rate
$125/hr
~$4/user/mo benchmark5 · set to 0 if you don't pay this today
$4/user/mo
Annual · set to 0 if not licensed today
$6,000/yr
Internal team + consultant time combined
20 hrs/qtr
Internal time + consultant + business disruption
$40,000
How often a bad deploy / data loss requires restore
2/yr
Compare against Discovery one-shot or Continuous monthly
Annual value created
$0
Spanning + Metazoa + labor + restore-avoidance
OrgAssure annual cost
$0
At selected tier
Payback period
0 mo
Months to recover the engagement fee
12-month NPV
$0
Net of OrgAssure cost
What 8.7× actually means.9 The 8.7× McKinsey realization-gap is a directional anchor on the gap, not a guaranteed return. Confidence band ±50%. Closing 30% of an 8.7× gap is a 2.6× realized return — and 30% is a realistic close rate. Numbers above are computed at your inputs (working ±25%); Phase 0 advisory sharpens them against your actual provisioning + usage data. Don't anchor on the ceiling. Restore-avoidance heuristic (85% with OrgAssure vs 40% baseline) — see footnote 8.8
CRM Spend Guardian (Interchange) / CRM Value Guardian (Palladin) · Optimization Layer

Beyond backup ROI · the realization-gap math at your contract.

Three commercially-actionable angles on top of the backup math above. License downgrade (move over-licensed users from Sales Cloud to Platform). Feature activation (paid features sitting idle, freed budget for new capability). SKU swap (unused SKUs traded at renewal for Agentforce credits/tokens). Inputs conservative; Phase 0 advisory sharpens. Where the Guardian product (commercial position) lights up an OrgAssure engagement.

A · License Downgrade — over-licensed users → Platform

Read-only users · light-touch users · users not closing deals · audit / view-only roles
40 users
Sales Cloud Enterprise list ≈ $165 · Service Cloud Enterprise ≈ $165 · Einstein 1 Sales ≈ $5001
$165/user/mo
Platform Starter ≈ $25 · Platform Plus (formerly Lightning Platform) ≈ $1002
$25/user/mo
Contextual only — informs the conversation, doesn't change the annual math. Savings continue at this rate until next contractual reset.
12 months horizon

B · Feature Activation — paid-but-idle

Examples: Lightning Sync · High-Velocity Sales · Salesforce Inbox · Service Cloud Voice · Einstein Activity Capture · CPQ entitlements
4 features
Typical add-on bracket: $5K–30K/yr · industry-cloud / specialty SKUs can be higher
$12,000/yr

C · SKU Swap — unused → Agentforce credits / Data 360 tokens

SKUs the client has paid for but not actively used · contractually swappable at next true-up
$30,000/yr
Agentforce Flex Credits: $500/100K credits = $0.005/credit · $2/conversation alt model · $125/user/mo Add-on · $550/user/mo Agentforce 1 bundle3. Swap is usually 1:1 commercially; net here is what stays in the org as new capability.
80% retained as new capability
License downgrade · annual
$0
(current − target) × users × 12
Feature activation · annual
$0
idle features × avg paid value
SKU swap retained · annual
$0
swap value × retention %
CRM Guardian total · annual
$0
Combined annual recovery
Caveats. License downgrades require contractual right (true-up windows, mid-term swap clauses) — most enterprise SF contracts permit at annual renewal, not mid-term. Feature activation only counts where Palladin can demonstrably stand the feature up; the implementation has its own fee (Optimization Implementation tier). SKU swap value is usually 1:1 commercially but Agentforce credit conversion has volume tiers; the working bracket is directional ±25%. The recovery target sized in Phase 0 is what the contract actually pencils, not the slider output. Use sliders to anchor the conversation, not to commit to a number.
Footnotes · Big-Number Citations

Every load-bearing number gets a footnote. No floating claims.

Direct fetches from salesforce.com were 403-blocked during this session — cited Salesforce pricing reflects publicly-published list pricing as of 2026, verified against secondary sources (Salesforce Ben, Jitendra Zaa Agentforce guide) and Brandon's internal CMRF comp matrix. List pricing; customer cost varies in negotiation.

  1. Salesforce Sales / Service Cloud pricing (list, 2026). Sales Cloud Enterprise ≈ $165/user/mo · Sales Cloud Unlimited ≈ $330/user/mo · Einstein 1 Sales ≈ $500/user/mo (bundled with Agentforce Add-on entitlement + Data Cloud credits). Service Cloud parallel tiers. Source: salesforce.com/sales/pricing/ + salesforce.com/service/pricing/ (direct fetch 403 this session — re-verify before external use). List pricing only; actual customer cost varies in negotiation.
  2. Salesforce Platform pricing (list, 2026). Platform Starter ≈ $25/user/mo · Platform Plus (formerly Lightning Platform) ≈ $100/user/mo. Source: salesforce.com/platform/pricing/. Per CMRF realization-gap analysis: many orgs over-license users on Sales Cloud who would functionally fit Platform Starter/Plus — the headline License Downgrade conversation.
  3. Agentforce pricing (verified 2026). Flex Credits: $500 per 100,000 credits ($0.005/credit). Standard action = 20 credits ($0.10). Voice action = 30 credits ($0.15). Per-conversation alternative billing: $2/conversation. Agentforce Add-on: $125/user/mo. Agentforce 1 Edition: $550+/user/mo bundled (1M Flex Credits/year + 2.5M Data 360 Credits/year). Source: jitendrazaa.com Agentforce Credits Guide 2026 — verified this session. Voice interactions may incur separate Service Cloud Voice platform costs ($50–$200/user/mo).
  4. Salesforce Backup (post-OwnBackup acquisition). $2.90/user/month with $500/month minimum. Coverage: 17 metadata types. Source: Brandon's AE-channel intel + CMRF program-status comp matrix §1 (April 2026). 17-types claim verifiable against Salesforce Backup admin docs; the 800+ comparison is OrgAssure's full Metadata API surface coverage (Working ±25% on exact count depending on what's counted as a distinct type).
  5. Spanning / CloudAlly / Druva / AvePoint pricing. Working bracket: $3–5/user/mo. Source: CMRF program-status §1 + vendor public pricing pages. AutoRABIT priced separately ($17.5K–$235K/yr storage-based, not per-user).
  6. Hubbl Diagnostics pricing. Freemium $0 · paid tiers $79–$849/mo. Partner-license pricing of "$2K/scan" cited from Brandon's intel — gestural per CMRF §7.10; sharpen before external use.
  7. Elements.cloud pricing. $100/editor/mo PAYG · $495 Foundation · $995 Professional · Enterprise custom. Source: AppExchange listing + elements.cloud pricing page. Gartner Cool Vendor 2025; 5.0★ / 64 reviews on AppExchange. Most threatening direct comp per CMRF §1.2.
  8. Restore-avoidance heuristic (85% with OrgAssure · 40% baseline). Working values used in the ROI math · NOT independently verified industry stat. Reflects working assumption that a partner-delivered metadata + data backup chain with point-in-time restore reduces the "rebuild from scratch" probability significantly vs unstructured ad-hoc backup practice. Directional ±50%; Phase 0 advisory sharpens against customer's actual incident history. Field team: react if this bracket is wrong for the customers you're seeing.
  9. 8.7× McKinsey realization-gap anchor. Sourced from the discount-desk skill's price-defense pattern, anchored to McKinsey enterprise-software realization research. Directional ±50% — see honest-bounds callout. Per CMRF §7.9: claim is defensible only when accompanied by the bounds callout; bare claim is a problem.
Open Decisions · Brandon's Court

Five gating. Eight deferrable. Team: react.

From CMRF session summary + this session's open-items file. Gating decisions block Phase 1 close. Team feedback particularly welcome here — your field exposure may flag risks Claude + Brandon haven't seen.

#DecisionStatus
C1Lane labels: Audit / Backup / Adoption confirmed (or alternates)?Gating
C2Hard Room as canonical default backup tenancy posture?Gating
D6-1Discovery + Continuous tier pricing anchors locked?Gating
D1Contract-realization pricing anchor: contract upload v1, or list-price v1 + contract upload v2?Gating
D3Component 3 strategy in v1: qualitative flags only · high-risk feature list approved?Gating
D6-2Outcomes-based pricing structure on Implementation tier — ship in v1?Deferrable
D6-312-month Continuous commitment with mid-term cancellation right — confirm terms?Deferrable
C3[STUBBED] capability visibility in customer materials — allowed with GA date disclosure?Deferrable
D2psl_sku_mapping curation owner (Brandon for v1 working)?Deferrable
D7Confidence-band reporting prominence in customer report (header + per-line + rollup)?Deferrable
Team Feedback

React per section. Submit when ready. No Google required.

Mark each section thumbs-up (looks right) / thumbs-down (concerns) / 💭 (specific comment). Then submit. Three submission paths — pick what works: email Brandon directly · copy as markdown for Slack · download JSON for archive. Everything persists locally in your browser until you submit.

build 312d432 · 2026-05-23T22:21:08.905Z