Business challenges
01
Fields added without a model
Admins add fields reactively to solve immediate problems. 2 years later there are 400 fields, 60% unused, and nobody knows what anything means.
02
No single source of truth
Account, Contact, and Lead objects all store conflicting versions of the same customer. Reports require manual reconciliation every time.
03
Scaling breaks the configuration
What works for 50 users fails at 500. Object relationships, sharing rules, and automation logic need to be redesigned from scratch.
04
Integration topology not planned
Every new integration is bolted on separately. No common data layer. Middleware becomes spaghetti. Changes to one system break three others.
What is included
Design the complete entity relationship model -- what objects exist, how they relate, what cardinality, and what the primary key strategy is. Delivered as an ERD you approve before configuration begins.
Deliverables
How it works
Requirements workshop
Understand business processes, reporting needs, and integration requirements before designing anything.
Entity modelling
Design the object model -- what exists, how it relates, and what the primary key strategy is.
Field & picklist design
Define every field with purpose, type, and owner. No orphaned fields, no duplicate concepts.
Ownership & security
Role hierarchy, sharing rules, and permission sets designed and reviewed before configuration.
Documentation & handover
Full architecture documentation delivered and walked through with your team before build begins.
Success stories
The architecture Celumai designed has scaled from 200 to 2,000 users without a single structural change. That is what good data modelling looks like.
Three previous consultants had built on top of each other without a coherent model. Celumai redesigned the entire architecture in 3 weeks and the difference was immediate.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
Self-scoring worksheet showing your data architecture maturity and the biggest gaps before your next CRM project.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
