VER DISCO Customer Org/Platform Assessment Assess the current state of the customer's platform, including areas such as capacity, performance, usage, security, and more before starting your project. In a Salesforce core context this is referred to as an "Org Assessment". Defined Outcomes Purpose ❏ Report with Insights & Recommendations on Customer Org The main purpose of the org assessment is to get visibility on the Performance and health to improve/remediate including: customers org overall performance, which may require some ❏ Response time attention/remediation prior to project kick-off. ❏ Limits status/reach The assessment also serves as a risk mitigation tactic to avoid further ❏ Usage impact during the project and provides the customer with a baseline, ❏ Quality insights and recommendations to manage their org health moving ❏ Security forward on a recommended quarterly basis. ❏ Architecture It is always advisable to run an org assessment pre- project kick off and ❏ Data model post project go live. Note: A net new customer/org will not require an ❏ Integrations assessment. How to Run the Salesforce Optimizer Org/Platform Assessment (do it yourself guide) Best Practice Tools & Templates How to Request a Customer Org/Platform Coaching Assessment (do it with me - Premier & Signature Customers)