FORTIMIZE ROADMAP

Technology Solutions Developed with People in Mind

Your Trusted Salesforce Partner

At Fortimize, we specialize in guiding businesses like yours through the complexities of technology and data. Our expert roadmap services are designed to help you define clear, actionable strategies that align with your company’s goals, optimize your project management practices, and ensure smooth transitions during change initiatives. Whether you’re just starting with Salesforce, looking to enhance your data integration capabilities, or seeking to improve your project delivery and change management
processes, Fortimize is here to provide the expertise and support your need to succeed.

Solutions for Financial Services

At Fortimize, we simplify the complexities of technology and data with advisory services. We help clients define strategies, optimize project management, and maximize the value of their Salesforce projects by focusing on their people, processes, and technology.

Road Mapping & Advisory

“Where should we start with Salesforce or Data Integrations?”

Navigating the complexities of Salesforce and Data Integrations can be daunting. At Fortimize, we partner with you to define robust technology and data strategies that are perfectly aligned with your company’s goals. Our team will craft detailed technology roadmaps and thoroughly plan project execution, ensuring your initiatives are both strategic and actionable.

Project Management Office & Scrum Excellence

“How do we effectively manage and report on projects?”

Effective project management is crucial for the success of any initiative. Fortimize evaluates your Project Management Office (PMO) and project delivery practices to pinpoint areas for improvement. We then create customized roadmaps tailored to your organization. By leveraging industry best practices and optimizing processes, we give you a repeatable process to ensure your project success.

Change Management

“How do we ensure our team uses the solution and gets value?”

Adopting new technology or processes is only beneficial if your team fully embraces the change. Fortimize defines comprehensive strategies and techniques to plan, implement, and sustain change initiatives. Our approach ensures smooth transitions, helping your team to adapt quickly and extract maximum value from IT projects, thereby securing.

Why Fortimize

At Fortimize, we understand that every business is unique. Our customized solutions are designed to meet your specific needs, whether you are starting with Salesforce, optimizing your project management practices, or navigating through change management. Partner with us to realize your organization’s full potential through strategic planning, effective execution, and seamless transitions.

Contact us today to learn more about how we can help your business thrive.

Resources

Team collaborating during scrum ceremony.

Driving Operational Excellence: The Power of PMOs and Scrum Methodologies in Real Estate, Insurance, and Financial Services

Salesforce support admin troubleshooting issue on computer

Flexible and Affordable Salesforce Support for Financial Services

team collaborating during a sprint review cycle

Sprint Reviews: The Key to Successful Salesforce Implementations

Design the future of your business

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins