# One Salesforce delivery method, across every programme you run. > SyncOnAI 360 for system integrators standardises Salesforce delivery across programmes. Every client org gets the same fifty-five check audit and health score, teams share verified prompts, agents and org rules, every change ships as a validated proposal with approval and a receipt, and pursuits draw on a shared proof vault of past wins. Source: https://synconai360.com/solutions/salesforce-system-integrators ## Key facts - **55**: Audit checks, the same on every client org - **30**: Production orgs on the Business plan - **1**: Governed path to production for every team - **9**: Steps in every pursuit ## Why delivery quality varies across a large practice A system integrator's method lives in slide decks and in its best people. Each programme team assesses orgs differently, prompts AI differently and records changes differently, and clients notice the difference between teams. - **A method on paper.** The delivery framework exists, but every team applies it in its own way. - **Assessments that differ.** Two teams assessing similar orgs produce findings in different shapes and at different depths. - **AI used unevenly.** Some consultants use AI well, some badly, and nobody can see which. - **Evidence assembled late.** Proof of what was delivered is pulled together for the steering committee rather than kept as it happens. ## How do you assess every client org the same way? Every connected org is audited against the same 55 checks in twelve scored sections, with evidence behind each finding, a severity, an effort band and an estimated cost at a stated rate. Health is scored with its confidence and coverage reported separately. Findings become a priced statement of work in one step, written as outcomes, so proposals from different teams have the same structure and the same evidence behind every line. - One audit method for every org - Evidence, effort and cost per finding - Statements of work in one shape ## How do teams share one way of working with AI? A verified prompt library with categories and versions puts the practice's proven wording in front of every consultant, with variables filled from each client's org. Specialist agents for admin, Flow, Apex, component and data work carry their own instructions and tool permissions. Org rules set the naming conventions, forbidden patterns and preferred automation type for each client, and anything the AI drafts is built inside them. - Shared, versioned prompts - Specialist agents with set permissions - Conventions enforced per client ## How are client changes governed across teams? Every change, from any team, is a proposal with named checks, its blast radius and a validation against the client's org. Production needs an approved proposal, from a second admin where the workspace has two or more, and each org's deploy policy and freeze windows apply. Every deploy leaves a receipt with rollback, and work items link to the deploys that delivered them, so programme reporting points at evidence. - One governed path for every team - Client freeze windows respected - Receipts behind every change ## How do practice leaders see every programme? The Command Center shows the org portfolio with health scores, backlog and sprint progress, recent agent runs, the sales snapshot and an activity feed of syncs, deploys and audits. Reports run on one engine shared by every project, and each widget states how much data it covers. Client stakeholders get read-only health and audit reports through links that expire and can be withdrawn. - Portfolio health in one view - Delivery across projects - Read-only client reports ## How does delivery experience help win the next bid? Each pursuit moves through fit, pricing, proof, proposal, statement of work, deal room, tracking, debrief and learning. The proof vault holds delivery wins with outcomes, duration and value, tagged by Salesforce cloud and industry, and matches them to new pursuits. Debrief lessons feed back into future proposals, so what one programme learns is available to the next. - Nine-step pursuits - Proof matched by cloud and industry - Lessons shared across the practice ## How are consultants onboarded onto a client quickly? A new consultant opens a client org that is already synced, scored and audited, with its dependency graph, change history and runbooks in place. The Knowledge Hub searches components, pages, findings and Salesforce documentation together, and the chat answers questions about the org with the tools it used shown. That turns the first week on a programme from reading old documents into working from the org itself, and makes rotating people between programmes far less costly. - Orgs synced, scored and audited - One search across org and documents - Faster rotation between programmes ## Standardising delivery 1. **Assess.** Audit every client org the same way. 2. **Equip.** Share prompts, agents and per-client conventions. 3. **Govern.** One proposal path with approval and receipts. 4. **Report.** Portfolio and programme views from the same records. 5. **Learn.** Wins and lessons feed the next pursuit. ## Delivery at scale, varied versus standard | Without | With SyncOnAI 360 | |---|---| | Each team assesses its own way | One audit method on every org | | AI used differently by everyone | Shared prompts, agents and conventions | | Changes recorded per team, if at all | Receipts behind every change | | Steering packs built by hand | Reports from one engine | | Wins remembered by individuals | A proof vault every pursuit can use | ## Who works in the workspace - **Practice leads.** Set the method once, in prompts, agents, rules and the audit, and see it applied across programmes. - **Programme and delivery managers.** Run each programme's board, releases and reports beside the client's org. - **Consultants and developers.** Start on any client with the org synced, explained and governed. - **Client stakeholders.** Read health and audit reports that open without an account and can be withdrawn. ## Frequently asked questions ### Which plan suits a system integrator? Business covers 25 users and 30 production orgs; Enterprise is sized to your practice, with AI included or your own provider agreement. ### Are clients' orgs kept apart? Each workspace is isolated from every other customer. Within a workspace, connected orgs are visible to its members, so larger practices can use separate workspaces per programme. ### Can we standardise prompts across teams? Yes. The prompt library holds verified prompts with categories and versions, shared across the workspace. ### Can each client have its own conventions? Yes. Org rules set naming conventions, forbidden patterns and the preferred automation type per org. ### Is the audit the same on every org? Yes. The same checks in the same twelve sections, with evidence and costs at a stated rate. ### Do you hold SOC 2? Not yet. The security overview answers a standard questionnaire control by control. ### Is single sign-on available? Not yet. Single sign-on and security review are scoped with Enterprise customers. ### Does it store client CRM data? No. Only org metadata is kept; record queries run live when needed. ### Can we run several clients in one workspace? Yes. Connect each client's production orgs and their sandboxes; the Business plan covers 30 production orgs. ### Can pursuits use findings from a prospect's org? Yes, when the prospect connects an org: audit findings become a priced statement of work in one step. ### Can the method change over time? Yes. Prompts keep their versions and org rules can be edited, so the method can evolve without losing what came before. ### Can teams see each other's programmes? Within a workspace, members see its connected orgs and projects. Use separate workspaces where programmes must be kept apart. ### Can AI usage be reviewed? Yes. Agents list their recent runs, every tool call is recorded, and prompt runs keep an execution history with notes and feedback. ### Does it work alongside our own tools? Yes. Findings can be raised in Jira, deployed changes recorded in GitHub, deploy results posted to Slack, and Claude or Cursor can read orgs read-only. ### Can we price work in our own currency? Yes. Pricing uses the rate card and currency set in the practice profile.