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 The main purpose of the org assessment prior to project kick-off is to ❏ Org Assessment Report to include: get visibility on the overall performance and technical debt which may ❏ Analysis on customer org technical debt require remediation on your customers org. If this is a net new org ❏ Insights and recommendations there is no need to complete this assessment at this stage. The assessment also serves as a risk mitigation tactic to avoid further impact during the project and provides the customer with insights and recommendations to manage their org health moving forward. It is always advisable to run an assessment post project go live. Best Practice Org Check Tool Tools & Templates