A Salesforce instance with no real governance visibility carries a silent risk. That is what a free diagnostic with OrgAudit 360 uncovered at an agribusiness company during an ERP migration, and what followed was a long-term technical partnership.
The blind spot that only shows up during migration
Agribusiness companies tend to grow their Salesforce instance in layers, one automation here, an integration there, without anyone holding a complete picture of the system’s real state. That works fine until another part of the operation changes, such as an ERP migration, and suddenly the business needs concrete answers: who has access to what, whether metadata is clean, and whether licensing costs match actual usage.
That was the exact moment a client in the agricultural sector approached Biz2People. Migrating its current ERP to a new platform exposed the need to understand the true state of its Salesforce instance: security risks, licensing costs, and data quality issues affecting day-to-day operations, with no clear visibility into their root causes.
What the OrgAudit 360 diagnostic found
Biz2People carried out a free diagnostic using OrgAudit 360, a tool that combines automated assessment with human technical curation to map the state of a Salesforce instance. The result revealed governance gaps relating to access security and metadata quality, issues that had gone unmapped until then.
It is a common pattern: the problem is rarely one single, visible failure. It sits in a build-up of small inconsistencies, a permission granted and never reviewed, a duplicated field, and an automation nobody documented. A structured diagnostic exists to make that build-up visible before it turns into an incident.
To close the identified gaps, Biz2People delivered a complete team within a month:: a consultant, a project manager, and a solution architect, dedicated to the required consulting work. Two deliverables became an internal benchmark for the client afterwards: an offline check-in/check-out solution for field sales representatives, built as a native Salesforce app for areas with no network coverage, and the complete rebuild of the sales quotation engine, which had accumulated years of ad hoc fixes and could no longer support high transaction volumes.
Measurable results
- 70% reduction in internal Salesforce-related support requests
- 60% increase in the speed of completing internal sales processes
What this means if you are planning a migration
If your company is preparing a system migration, whether ERP or any other central platform, and Salesforce has never been through a structured assessment, this is the right moment to run one, not after the migration reveals the problem the hard way. A consultative diagnostic is not red tape; it is the starting point that stops a technical team from discovering the problem once it is already in production.
The strategic lesson here is not only about the technical outcome. It is about how it was handled: transparency about existing gaps, followed by consistent delivery, builds more trust than any sales pitch. That is exactly the kind of relationship that turns a one-off diagnostic into a long-term technical partnership.
Want to understand the true state of governance in your Salesforce instance before it becomes a risk? Request a free diagnostic with OrgAudit 360. Speak to the Biz2People team
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FAQ – Frequently asked questions
What is an OrgAudit 360 diagnostic in Salesforce?
It is an assessment of a company’s Salesforce instance that maps security risks, licensing costs and data quality, flagging governance gaps ahead of migration or expansion decisions.
When does it make sense to request a Salesforce diagnostic?
Before any significant structural change, such as an ERP migration, expansion into new markets or rapid user growth, and whenever the team lacks clear visibility over access, metadata and licensing costs.
Is a free diagnostic superficial?
Not necessarily. In this case, the free OrgAudit 360 diagnostic identified concrete gaps in access security and metadata quality that informed a month-long consulting project.
Does Biz2People serve agribusiness companies in the UK, Ireland and the US?
Yes, Biz2People operates across these markets, running Salesforce consulting and organisational diagnostic projects for companies in different sectors, including agribusiness.
