Solution Architecture Review
Managed & Advisory / Solution Architecture Review

Know exactly what is wrong before you invest in fixing it

Independent review of your CRM solution architecture — configuration quality, data model design, integration resilience, scalability ceiling, and technical debt — with a prioritised remediation roadmap.

2 weeks

Review to delivery

Independent

No vendor bias

Prioritised

ROI-ranked findings

Actionable

Remediation roadmap included

Business challenges

Why Solution Architecture Review projects fail

01

CRM performance is degrading and nobody knows why

Page load times are increasing. Users report intermittent failures. Complex reports timeout before completing. The system is technically live but behavioural problems are accumulating and the root cause is unknown.

02

The architecture will not scale to the next growth stage

The CRM works at current volumes. A new product launch or acquisition will triple the user base and transaction volume. Nobody is confident the current architecture will hold — and nobody wants to find out at the worst possible moment.

03

Technical debt from years of reactive configuration

Three years of configuration decisions made under deadline pressure. Nobody has ever reviewed the cumulative architecture. There are almost certainly undocumented dependencies, conflicting automations, and unsupported customisations that will cause problems eventually.

04

Pre-acquisition or pre-investment due diligence required

A potential acquirer or investor has requested a technical due diligence report on the CRM architecture. The internal team cannot objectively self-assess. An independent expert review is required to produce a report that external parties will trust.

What is included

Everything in this service

Configuration Review

Assess the quality of the CRM configuration against best practice — object model design, field naming and organisation, validation rule quality, automation logic, profile and permission architecture, and customisation supportability.

Object model assessmentField architecture reviewValidation rule auditPermission model review

Deliverables

Configuration review report
Object model assessment
Field architecture findings
Permission model recommendations

How it works

Our delivery process

01

Scoping call

Define the review scope — which CRM objects, which integrations, which architecture dimensions — and agree the depth of analysis required for each area.

02

Architecture review

2-week deep-dive across configuration quality, data model design, integration resilience, security architecture, and scalability ceiling.

03

Findings analysis

Analyse every finding for business risk, technical complexity, and remediation cost. Score and prioritise the register.

04

Roadmap development

Sequence findings into a 12-month prioritised remediation roadmap with effort estimates and dependency mapping.

05

Report delivery

Deliver the architecture review report, findings register, and roadmap in a presentation to the senior technical and business stakeholders.

Book a free assessment →

Success stories

Client results

All case studies

The architecture review identified 23 findings we were completely unaware of — including two that would have caused serious data loss under specific concurrency conditions. We would not have found them without an independent review. The remediation roadmap became our 2025 technical programme.

C

CTO

FinTech Company

We engaged Celumai for an architecture review ahead of a Series B raise. The investor's technical due diligence team reviewed the report and described it as one of the most thorough CRM architecture assessments they had seen. It gave the investors confidence in our technical foundation and contributed directly to closing the round.

H

Head of Revenue Operations

B2B SaaS Platform

Case study Healthcare

1,200 hrs saved/yr

Multi-city Healthcare Chain

Gen AI Automation for Multi-city Healthcare Provider

Read case study →
Case study Retail & E-commerce

360° customer view

National E-commerce Brand

Data Architecture Redesign for E-commerce Retailer

Read case study →

Platforms we use for this service

Salesforce HubSpot Microsoft Dynamics SAP CX Zoho CRM Oracle CX
CRM Architecture Review Checklist

Free resource

CRM Architecture Review Checklist — get it free

The 47-point architecture review checklist we use across configuration quality, data model design, integration resilience, security, and scalability.

PDF · Free

FAQ

Your Solution Architecture Review questions, answered

Ready to start?

Request an architecture review

We respond within 1 business day with an honest assessment — no commitment required.

Response within 1 business day
Free initial assessment — no commitment
Fixed-price options available
All data under strict NDA from day one
98% on-time delivery across 40+ projects

We respond within 1 business day. No spam.