Salesforce Delivery-as-a-Service

Working with Fortimize is different by design.

Fortimize is different by design.

No change orders. No scope debates.

No lengthy requirement documents dressed up as accountability. Delivery-as-a-Service is built for how Salesforce users actually work.

Celebrate Alignment

Traditional delivery creates a cycle of change orders, delays, and second-guessing that chips away at user confidence. 

Instead, embrace change early, align as you go, and build momentum instead of doubt with Delivery-as-a-Service.

Traditional delivery creates a cycle of change orders and second-guessing that chips away at user confidence. 

Instead, embrace change and build momentum instead of doubt with Delivery-as-a-Service.

DaaS is Delivery-as-a-Service

Transparent pricing

Fees map to Salesforce products. No surprises.

Plain contracts

Goals stated, not objects. No legal fortress.

No change orders

Most changes are absorbed, not penalized.

Direct access

You work with the people doing the work.

Flexible exits

Capacity-based. Not locked in for 18 months.

Decisions stay close

Risk surfaced early. Context carried forward.

“Working with Fortimize is the least stressful thing we have going on. We picked a good cadence, we're ahead of schedule and under budget. Even when we need to pivot, it's the least stressful interaction on the planet.”
Melissa May
Root Capital

Agile. Built for real business outcomes.

Pre-Sales

Goals are defined in plain-language contracts and transparent terms.

Current data offer →

Kickoff

Shared backlog, not a legal doc. Teams maintain full visibility.

Compare to T&M →

Go Live

Change management runs every sprint. Users arrive ready to use tool.

Design Momentum→

Adoption

Each win compounds the last creating self-sustaining teams, not dependency.

Create Ownership →

You already know T&M is broken

Traditional projects focus on delivering documentation rather than delivering value and what customers actually need. Extensive documentation creates a false sense of security while actually making problems more expensive to fix later.

The T&M Failure Point

SOWs locked before anyone knows what they need

Change orders every time reality doesn’t match the document.

“That’s not in scope” — the phrase that kills trust and momentum.

Success measured by delivering a piece of paper, not delivering value.

Users told about the solution at the end, instead of building it.

Budget blown by end of project, nothing left for what comes next.

How Fortimize Solves It

Goals defined before scope. Scope evolves as you learn.

Changes expected, absorbed, and logged without stopping.

“Will that help us hit your goals? Let’s figure out how to include it.”

Success is measured by what your team can actually do after go-live.

End users are part of every sprint. By go-live they’re excited!

Capacity model. Budget and roadmap stay intact.

Getting Started

You can see what it costs before we ever talk.

Transparent pricing isn’t a sales tactic. It’s proof the model works.

Here’s exactly what working together looks like, before any commitment.

Implementation

Financial Services Cloud

Connect with core for customer 360°

$229K • 12 weeks

Data Intelligence

Data 360 In-a-Box

Two systems in. One truth out. 

$70K • 12 weeks

AI & Automation

Employee Agent

AI-powered internal support.

$20K • 4 weeks

Ready to stop defending a scope?

Thought Leadership Paper

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